Onboarding and management
Onboarding your affiliates
By default, you can start onboarding affiliates from your account under Affiliates > Overview. As a partner, you can onboard affiliates that are connected to your main partner account:
- Via your affiliate sign-up link found in your MultiSafepay dashboard
- Via our onboarding API:
- By sending a standard API request
- By building a custom integration into your system
Via your MultiSafepay dashboard
You can send your affiliates a sign-up link that will automatically create an account for them. Each affiliates merchant account will be linked to your partner account.
To do this:
- Sign in to your MultiSafepay partner account
- Go to Affiliates > Overview or Partner summary
- Click on the affiliate sign-up link to copy it and send it to your affiliate.
Via API
You can manage and onboard affiliated merchant accounts via our API.
Authentication
To authenticate requests, you must include a partner account API key. For more information, email your partner manager.
Onboarding API
The table below lists our API references for onboarding an affiliate's account.
| Goal | Action | API reference |
|---|---|---|
| Account setup | Create a new affiliate account | Create affiliate |
| Banking | Add a bank account | Add bank account |
| Verification | Upload a bank statement | Add bank statement |
| Websites | Add a website URL | Add site |
| Compliance (UBO) | Register a UBO | Add UBO |
| Compliance (Identity) | Upload identity document | Add identity document |
Onboarding process
1. Create an affiliate
You can use our onboarding API endpoint to create new affiliates. This will create a new affiliate linked to your partner account.
To do this, use the Create affiliate endpoint with the required parameters:
account.company_name,account.country,account.emailuser.email,user.name,user.passwordcurrencies
Example onboarding via API
Example
curl --request POST \
--url https://api.multisafepay.com/v1/json/signup-account \
--header 'accept: application/json' \
--header 'content-type: application/json' \
--data '
{
"account": {
"company_name": "My company name",
"country": "NL",
"email": "[email protected]"
"id": 99808226
},
"user": {
"email": "[email protected]",
"name": "Simon Smit",
"password": "Mypassword123"
},
"currencies": [
"EUR",
"USD"
]
}Example response
{
"success": true,
"data": [
{
"account": {
"company_name": "My company name",
"country": "NL",
"email": "[email protected]"
},
"user": {
"email": "[email protected]",
"name": "Simon Smit",
"password": "Mypassword123"
},
"currencies": [
"EUR",
"USD"
]
}
]
}2. Create login URL
Once you've created a new merchant, you can give them access to their account by creating a login URL.
To do this, make a create login URL request with the following required parameters:
- The
account_id, which you can retrieve with making a get affiliate request. expires_into add an expiration time. If no value is set, it will default to
Example onboarding via API
Managing you affiliates
Management API
The table below lists our API references for managing an affiliate's account.
Manage and access affiliate accounts linked to the primary account.
| Endpoints | Action |
|---|---|
| List affiliates | List all affiliate accounts connected to your main account |
| Get affiliate | Retrieve detailed information for a specific affiliate account |
| Update affiliate | Update configuration and profile details of an affiliate account |
| Create login URL | Generate a single sign-on login URL for an affiliate account |
| List affiliate's balances | View current balance information for an affiliate account |
| List affiliate's closing balances | Retrieve historical closing balances for an affiliate account |
Updated 10 days ago