Integration Summary

Finexio API overview and checklist

Getting up and running with the Finexio B2B Payments API typically involves the following steps:

1. Receive API Sandbox keys from Finexio and test call our various endpoints
2. Work with Finexio's onboarding team to setup your production tenant data:
   • Provision your buyers (one or more)
   • Bulk provision your suppliers
3. Subscribe to a Payment Event webhook
4. Begin sending invoice batches to Finexio's production endpoints
   • Provision any suppliers added to your system after bulk provisioning step above
   • Upload invoices using invoices/batch/endpoint
5. Listen for payment event webhooks
   • Detect when a payment has been generated uploaded invoices
   • Keep track of payment status during its journey