Merchant enrollment is a crucial first step for integrating your application with Stax. This guide will help you use the Stax Enrollment API to streamline the process of onboarding merchants.
Getting Started with Hybrid API Enrollment
If you're using the Full API Enrollment or Hybrid API Enrollment, continue reading. For the White-Glove Enrollment option, please refer to the Stax Connect documentation.
By combining the Stax Enrollment API with our pre-built Signup Application, the Hybrid API Enrollment flow allows you to quickly implement a streamlined merchant enrollment process. This approach offers the benefits of automation without the need to develop the entire solution within your app.
Recommended Steps:
- Enroll a Merchant (POST /admin/enroll)
- Simultaneously create a merchant, registration, and user record.
- Receive an ephemeral bearer token to facilitate SSO into the platform.
- Utilize Single Sign-On (SSO)
- Redirect merchants to the Stax Signup Application to complete their application securely.
Next Steps
To proceed with integrating merchant enrollment:
- Enroll a Merchant
- Update Merchant Registration Data
- Add Supporting Documentation
- Monitor Underwriting Status
- Retrieve Terms and Conditions
Testing Merchant Enrollment
- Underwriting fields cannot be changed via the API directly.
- Use Stax Connect Test Mode to simulate different application and merchant statuses during testing.
- Contact your partnership resource for more information on testing the merchant enrollment flow.