Account Boarding API

Overview

The Sola Account Boarding API gives ISV partners the ability to board PayFac accounts directly through their system, rather than from the Partner Portal. Using the Account Boarding API, ISVs can build a form within their system for collecting all the necessary merchant data to onboard Sola Go accounts. Once the ISV submits the application via the API, it is passed along to Sola for instant approval.

This page outlines the configuration process for integrating with Sola's Account Boarding API.

See this API on Swagger UI

Visualize and interact with the API using Swagger UI. Please note that only sandbox keys may be used when submitting accounts and the Signature.Token field is not required.

API Endpoints

GetTierNames

URL: https://psapi.cardknox.com/boarding/v1/GetTierNames

Description: The GetTierNames endpoint gives a list of available tiers that can be passed along to the SubmitGoApp request.

Method: POST

Input: JSON

Request Body

Parameter	Type	Description	Required
ApiKey	String	Authentication credentials	True

Sample Request:

{
  "apiKey": "0d48f767f1d34d088ae59a214fe11e25"
}

Response

Parameter	Description
status	Success Error
refnum
error	Error Code Error Message
tiers	List of available tiers

Sample Success Response:

{
  "tiers": [
    "123_tier1",
    "123_tier2"
  ],    
  "refnum": "brd258465289",
  "status": "Success"
}

Sample Error Response:

{    
  "refnum": "brd258465289", 
  "status": "Error",   
  "error": {     
    "errorCode": "AccessDenied",    
    "errorMessages": [        
      "Access Denied"       
    ]   
  }
}

SubmitGoApp

URL: https://psapi.cardknox.com/boarding/v1/SubmitGoApp

The SubmitGoApp end point will create a GoPlus Application.

Description:

The SubmitGoApp endpoint validates the request and generates an application if the account associated with the API key is authorized to board Sola Go accounts. If it is a Sandbox request, the equipment will be created immediately.

Method: POST

Input: JSON

Request

Parameter	Type	Description	Required
ApiKey	String	Authentication Key	True
TierName	String	Name of tier	True
CorporateName	String	Business’s legal name	True
DBAName	String	Business’s DBA Name, if no DBA default to CorporateName	True
AnnualCreditCardSales	Number	Credit card sales for the last full year	False
OwnershipType	Enum	Ownership structure Valid values are: SoleProprietor Partnership Corporation SoleOwnership LLC NonProfit	True
BusinessStartDate	Date	Start date of the business in YYYY-MM-DD format	True
AgentName	String	Full name of primary agent	False
AgentEmail	String	Email address of primary agent	False
Website	String	Business website *Required field if Ecommerce tier is being used	False
TaxId	String	Business EIN / Tax Identification Number	True
BusinessEmail	String	Business email address	True
BusinessPhone	String	Business phone number (format: 000-000-0000)	True
BusinessAddress	Object	Object containing business address fields	True
MailingAddress	Object	Object containing business mailing address fields	True
ProductSold	String	Short description of product sold	True
BankingInformation	Object	Object containing banking information including bank name, routing number, and account number	True
SecondaryBankingInformation	Object	Object containing banking information including bank name, routing number, and account number	False
SignerInformationList	Object	Object containing signer information	True
Signature	Object	Signature Object contains the Token string. Token is from the terms and conditions confirmation. For production accounts, it must be set to a valid value.	True
AverageTicket	Number	Average value of each sale	True
MonthlySalesVolume	Number	Credit card sales for the last full month	True
HighTicket	Number	Largest ticket size	True

Click here for more information on how to obtain tokens.

BankingDetails

Field Name	Description
BankName	String, Required
RoutingNumber	String, Required, must be a valid 9-digit routing number
AccountNumber	String, Required, numeric value between 6 and 17 characters

SignerDetails

Field Name	Description
SSN	String, Required
DateOfBirth	Date, Required, minimum age is 18
FirstName	String, Required
LastName	String, Required
Address	Address, Required
OwnershipPercentage	Decimal, Required
Title	String, Required Valid Values: Treasurer Owner Partner CEO Secretary Director Other Sole Proprieter
OwnerCellPhone	String, Required (format: 000-000-0000)

Address

Field Name	Description
StreetAddress	String, Required
City	String, Required
State	String, Required, 2 digit state code
Zip	String, Required, 5 digits
Country	String, Optional

Signature

Field Name	Description
Token	Token from the terms and conditions confirmation, Required For production accounts, it must be set to a valid value

Sample Request

{
  "apiKey": "{{API_KEY}}",
  "tierName": "{{TIER}}",
  "corporateName": "Acme Corp",
  "dbaName": "Acme Corporation",
  "annualCreditCardSales": "80000",
  "monthlySalesVolume": 1000,
  "highTicket": 500,
  "averageTicket": 250,
  "ownershipType": "corporation",
  "businessStartDate": "2005-08-01",
  "agentName": "John Smith",
  "agentEmail": "[e-mail]",
  "website": "http://www.acmecorporation.com/",
  "taxId": "225555555",
  "businessEmail": "[e-mail]",
  "businessPhone": "800-555-1212",
  "businessAddress": {
    "streetAddress": "1213 Main Street",
    "city": "Anytown",
    "state": "AL",
    "zip": "11111",
    "country": "United States"
  },
  "mailingAddress": {
    "streetAddress": "1213 Main Street",
    "city": "Anytown",
    "state": "AL",
    "zip": "11111",
    "country": "United States"
  },
  "productSold": "Convenience Goods",
  "bankingInformation": {
    "bankName": "Chase",
    "routingNumber": "021000021",
    "accountNumber": "454545454545"
  },
  "secondaryBankingInformation": {
    "bankName": "Chase",
    "routingNumber": "121122676",
    "accountNumber": "898989898989"
  },
  "signerInformationList": [
    {
      "ssn": "115668989",
      "dateOfBirth": "1955-07-14",
      "firstName": "Robert",
      "lastName": "Brown",
      "address": {
        "streetAddress": "1213 Main Street",
        "city": "Anytown",
        "state": "AL",
        "zip": "11111",
        "country": "United States"
      },
      "ownershipPercentage": 100,
      "title": "Owner",
      "ownerCellPhone": "222-333-4444"
    }
  ],
  "signature": {
    "token": ""
  }
}

Response

Parameter	Description
Status	Success Error
Refnum
Error	Error Code Error Messages - List of errors
AppId

Sample Success Response

{
  "appId": 9854,
  "refnum": "brd221002160",
  "status": "Success"
}

Sample Error Response:

{
  "status": "Error",
  "error": {
    "errorCode": "BadRequest",
    "errorMessages": [            
      "BusinessAddress.State: The State field is required.",            
      "SignerInformationList[0].SSN: The SSN field is required."        
    ]    
  }
}

Merchant’s Documents Submission Endpoints

Description:

In some cases, in order to complete a merchant’s onboarding, additional documentation is required. For such cases we provide two (2) additional endpoints that work together: GetFileUploadData and TransferFile

How to use endpoints to submit additional merchant information:

1. Call GetFileUploadData endpoint

2. Encrypt the file using key and IV from GetFileUploadData response

3. Upload the encrypted file using the pre-signed S3 URL returned in step 1

4. Call the TransferFile endpoint

Sample code to encrypt file:

function encryptFile(file, encryptionKey, encryptionIv) {
    return new Promise(resolve => {
    const reader = new FileReader();
    reader.onload = function(f) {
        const contentBytes = new Uint8Array(reader.result);
        const aesCbc = new AesJs.ModeOfOperation.cbc(encryptionKey, encryptionIv);
        var cipherText = aesCbc.encrypt((AesJs.padding.pkcs7.pad(contentBytes)));
        cipherText = new Uint8Array([...encryptionIv, ...cipherText]);
        const encryptedBlob = new Blob([cipherText])
            const encryptedFile = new File([encryptedBlob], file.name, { type: file.type })
            resolve(encryptedFile)
        }
        reader.readAsArrayBuffer(file);
    })
}

---

GetFileUploadData

URL: https://psapi.cardknox.com/boarding/v1/GetFileUploadDataAsync

Method: POST

Input: JSON

Request

Parameter	Description
ApiKey	String, Required
ContentType	String, Required
FileName	String, Required

Sample Request:

{
  "apiKey": "0d48f767f1d34d088ae59a214fe11e25",
  "contentType": "application/pdf",
  "fileName": "myDoc.pdf"
}

Response

Parameter	Description
Status	Success Error
Refnum
Error	Error Code Error Messages - List of errors
Url	Temporary Presigned Url to upload your file to
Iv	A random initialization vector used for the algorithm to encrypt the file
Key	A generated random key used for the algorithm to encrypt the file

Sample Response:

{
  "key": [61,224,1,137,248,140,54,146,165,186,104,80,174,88,32,192,234,250,27,24,137,254,84,226,45,85,191,68,114,114,159,164],
  "iv": [10,99,52,138,100,28,168,243,8,250,141,103,223,182,134,108],
  "url": "https://partnerportal-83c5a00e90d54c02b0245ac81bbf79a9-us-east-2-prd.s3.us-east-2.amazonaws.com/0525b1d47a.pdf?X-Amz-Expires=600&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEGIaCXVzLWVhc3QtMiJIMEYCIQDI4fDIubPYDH1DlmmlKC2hYNv%2Br9kaM%2BAaKKROLo8FmAIhAMolhwCtPjQFl0BlLPse2T4%2FlKlBAJKW84tKUNlmALFSKpgDCOv%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEQABoMNjYwODI4MDgyODQwIgw3vCSgTR5iPKo%2FjvQq7ALhNqOYkGO5HeaUdjkpfIcZ2UxgTBjmc5ZPdCc4tul2kjax%2BHdi5lcrkQfLtDKo6UQh4GEC%2BfYpSL0OB8%2FMfDnKMwUn6z7f1omuMNou0X7HGsBEEzXp53rv1r%2BwOkLbG5gpLoCAi9%2Fg2c7GdDp01mSqOgsL74WJ46cUCYN2Wim1ZQyteh%2BldF5ST8P3OHcHrHoxF6m0oO7V7lAZdBD32enWQ7BgT%2B4E%2B1S4ZFuFxcxc2rSVYzcbNsXG4F6uxVc%2BEA%2Fq8WmLIyJ6BE1AQwC0lfQb6pCiWju3TDCcwWPYQlU8E%2BRrRk4MHE2KT2vrWeIQd4bL30FAmodWfv8XdCTWbXZTU%2BWZjN2GLFFderFpmoHnpAqPmsvS9qXusUlmvJog6cz4l5KtfjtSM5STenLq0KL8mjOgeTwn18lXETyuwIXpOJkcVkPCVTb6mUMKmU17kGOpwBpqachqL1llkjTKhIPmijHPJkx3iSd5YrihLLkmvIK6Edr9Phku9pOXh%2FrBuR1xDlHThcmjA5YcNPWecHABSJQsw4H8zJQ2QZ8QO89SbYRVEYHo1x9eBhRPXx8NpjYMoXunD1nyuBHvDA606gp7kGvTRT8H%2Fc0G3wUxiOjWGgKgYfTUDcgpz14RgzqMBbcpROxFUhOfI5EBOyJ4kK&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=ASIAZTXDMKKMDZNJ3PWG%2F20241114%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20241114T100046Z&X-Amz-SignedHeaders=content-type%3Bhost&X-Amz-Signature=a760b50d071ff99284cejkna0a3655e65",
  "refnum": "brd221002160",
  "status": "Success"
}

TransferFile

URL: https://psapi.cardknox.com/boarding/v1/TransferFileAsync

Method: POST

Input: JSON

Request

Parameter	Description
ApiKey	String, Required
ParentId	String, Required AppId
AdditionalParentIds	List of String, Optional
FileName	String, Required Name for the uploaded file
FileTag	String, Required Valid values are: "SignedMPA", "SignaturePages", "VoidedCheck", "BankingStatement", "MerchantStatement", "ProofOfAddress", "TaxExemption", "CorporateDocs", "CompanyLogo", "Other"
FileKey	String, Required File Key used when getting Presigned URL
FileDescription	String, Optional
EncryptionKey	Byte Array, Required

Sample Request:

{
  "apiKey":"0d48f767f1d34d088ae59a214fe11e25",
  "encryptionKey": [61, 224, 1, 177, 248, 138, 54, 146, 165, 196, 104, 80, 174, 88, 52, 192, 234, 250, 27, 24, 137, 254,…],
  "fileKey": "0525b1d47a.pdf",
  "fileName": "65545.pdf",
  "fileTag": "VoidedCheck",
  "parentId": 123456
}

Response

Parameter	Description
Status	Success Error
Refnum
Error	Error Code Error Messages - List of errors

Sample Success Response:

{
  "refnum": "brd221002160",
  "status": "Success"
}

ExecuteAction

ExecuteAction will execute an Action for a given ActionName and Template

URL: https://psapi.cardknox.com/boarding/v1/ExecuteAction

Method: POST

Input: JSON

Request

Parameter	Description
apiKey	Credential, Required
actionName	Name of the Action, Required
template	A json Object containing parameters necessary to complete the Action

Sample Request:

{
  "apiKey": "0d48f767f1d34d088ae59a214fe11e25",
  "actionName": "a01_SomeAction_xya123456ae"
}

Response

Parameter	Description
status	Success Error
refnum
error	Error Code Error Message

Sample Success Response:

{
  "refnum": "brd258465289",
  "status": "Success"
}

Sample Error Response:

{    
  "refnum": "brd258465289", 
  "status": "Error",   
  "error": {     
    "errorCode": "AccessDenied",    
    "errorMessages": [        
      "Access Denied"       
    ]   
  }
}