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The following section describes the technical steps to get started with the integration. It is an additional resource that completes our openAPI description of the REST API.

Web form services use Access (https://docs.finapi.io/#overview) in order to implement various workflows. The below steps are a pre-requisite to use Web form’s REST services. Essentially, it creates a secure profile for the customer and individual secure profiles for their end users necessary for consuming web form services.

Step 1: Get authorized as a client in Access

The major prerequisite for getting authorized as a client (i.e application) is having a valid set of client credentials: client_id and client_secret.

To get authorized as a client, make a call to Access POST/oauth/token and pass the following request parameters:

  • grant_type=client_credentials

  • client_id

  • client_secret

The client authorization request response:

{
  "access_token": "fnsXpguIBkChhCsN8bVty9Y68AsUvJYyXUILcsFBvWABF03k8Ov68Ev2BTyANuBjyX8r9XuuTajNM2zZnhZMDjKWHN4lbRSRcVhg9_PcE7eeXHm0t28ZjzM4TJlrupZD",
  "token_type": "bearer",
  "expires_in": 3599,
  "scope": "all"
}

To get authorized, use the obtained access_token as input for Access QUICK AUTH.

Step 2: Create an Access user

The major prerequisite for creating a user is getting authorized as a client with the help of the obtained access_token in Step 1.

To create a user, make a call to Access POST/users and pass the following request body:

{
  "id": "username",
  "password": "password",
  "email": "email@localhost.de",
  "phone": "+49 99 999999-999",
  "isAutoUpdateEnabled": false
}

The user creation request response:

{
  "id": "username",
  "password": "password",
  "email": "email@localhost.de",
  "phone": "+49 99 999999-999",
  "isAutoUpdateEnabled": false
}

Step 3: Get authorized as a user

The major prerequisite for creating a user is getting the user’s data, such as password and id (username) from Step 2.

To get authorized as a user, make a call to Access POST/oauth/token and pass the following request parameters:

  • grant_type=password

  • client_id

  • username

  • password

The user authorization request response:

{
  "access_token": "nnsXpguIBkChhCsN8bVty9Y68AsUvJYyXUILcsFBvWABF03k8Ov68Ev2BTyANuBjyX8r9XuuTajNM2zZnhZMDjKWHN4lbRSRcVhg9_PcE7eeXHm0t28ZjzM4TJlrupZD",
  "token_type": "bearer",
  "expires_in": 3599,
  "scope": "all"
}

To get authorized, use the obtained access_token as an input for DI QUICK AUTH (warning) (should be updated)

If you experience any problems during the integration or have any questions, please contact our support, support@finapi.io at any time. Our customer success team is looking forward to supporting you during your integration journey.

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