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Integration Options

Integration Options

Various factors may influence how you choose to integrate, including:

  • Customization needs: The extent to which your payment experience needs to be customized.
  • Time-to-market goals: How quickly you want to start onboarding merchants and processing payments.
  • Payment types processed: The types of payments processed on your platform.
  • Development resource availability: The availability and expertise of your development team for integration and ongoing support.

Best practice is to split your integration into multiple phases: onboarding, payments, and documents.

The table below compares your integration options for onboarding new merchants.

API-ONLYHOSTED APPLICATION
DescriptionBuild a custom onboarding flow using the OnboardingAPI.No-code option for partners to onboard a merchant.
Integration effort
Highest effort
Lowest effort
Continuous optimizationRequires integration changesAutomatic
Customization
UI customizationCustomize and build your own UIWhite-labeled
Flow logicExtensive controlLimited control
Pre-fill merchant data
Mobile supportDependent on implementationResponsive web
Features
Document uploadDependent on implementation
Invite a collaboratorDependent on implementation
Plaid for bank verification
Email notifications
Webhook events

No-Code Modules

The table below outlines the key functionality available through no-code modules, which enable you to manage operations and process payments without writing a single line of code. White-label settings apply to all modules.

Refer to our Merchant Preferences guide to customize the Onboarding, Payments, and Notifications modules.

MODULEDESCRIPTION
OnboardingThe merchant application must be completed before a merchant can process payments. The hosted application is continuously optimized to increase approval rates, achieving a 50% higher likelihood of instant approvals compared to direct API integrations.
DashboardThe Dashboard is used to manage daily operations including payment management, reconciliation, dispute resolution, and more.
PaymentsMerchants can collect payments using payment links and the virtual terminal.
NotificationsAutomated email notifications are sent to your merchants related to their merchant application, information requests, and disputes.