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In Review. This integration is being evaluated. Availability has not been announced. View integration status.

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Integration approach

Version-specific API with OAuth 2.0; XML Import supports borrowers, loans and transactions. Some operations use XML even when other endpoints support JSON.

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Access and approval

Requires deployment credentials, setup dependencies and appropriate licence. Active API connections can consume seats on per-user plans. Approval ETA not published. Documentation availability: Public API guides and Swagger/OpenAPI documentation.

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Data reference

Open a resource to review its field definitions. Available fields depend on the connected product, account permissions, and source data.

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Coverage conditions

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Provider documentation