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Documentation

Overview

Onboarding

Section titled “Onboarding”

During the onboarding process, you will be provided with the following credentials:

  • Company Code
  • Username
  • Password
  • Client ID
  • Client Secret

Integration Scenarios

Section titled “Integration Scenarios”

Please select the scenario that best describes your role in the integration process:

I’m a merchant that is using an LMS or 3rd Party Platform that connects to Flex If you are a merchant using a LMS or 3rd-party platform that integrates with FLEX, integration is typically handled by your LMS provider.

What You Need to Know
Section titled “What You Need to Know”
  • Integration Type: Could be API-based or file-based, depending on LMS
  • Your Role:
    • Work with your LMS provider to ensure your account is set up
    • Provide necessary merchant credentials to your LMS

Refer to the Portal Guide for a list of setup steps.

I’m a developer for a Merchant and we’ll be connecting directly to Flex If you are a merchant integrating directly with FLEX, you can use our API or file-based methods.

  • API Integration:
    • Use Case: Real-time integration, transaction updates, etc.
    • Requirements:
      • API credentials (provided by FLEX)
      • Development resources to implement API calls
      • Conform to our API specifications for submitting transactions
    • Resources:
  • File-Based Integration:
    • Use Case: Batch processing, scheduled uploads, etc.
    • Requirements:
      • File format specifications
      • Secure file transfer method

I’m a developer for an LMS or 3rd Party Platform that is looking to connect to Flex on behalf of my Merchants If you are a third-party provider integrating on behalf of one or more merchants, FLEX offers tools to help onboard and manage multiple merchants efficiently.

  • API Integration:
    • Use Case: Provide services to multiple merchants, such as transaction processing, reporting, etc.
    • Requirements:
      • API credentials for each merchant
      • Ability to handle multiple merchant accounts in your application
      • Conform to our API specifications for submitting transactions on behalf of merchants
    • Resources:
  • File-Based Integration:
    • Use Case: Batch processing for multiple merchants, scheduled uploads, etc.
    • Requirements:
      • File format specifications
      • Secure file transfer method
      • Ability to handle multiple merchant accounts in your application