Overview

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Credentialing

Please provide the following credentials to the Worth Team to create your admin account:

• First Name
• Last Name
• Email

These credentials will allow you to send invites to merchants and/or onboard businesses via single business onboard.

Note: Sending over a service email will also work to set up API credentialing access.

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Email Access Link

You should have received an email from no-reply@worth.com with this email body requesting you to log in.
Note: This link will expire within 7 days of receiving this email.

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Create Login

Upon clicking the link in the email, you will be prompted to create a password.
These credentials will allow you access to make API calls such as Add Business and get business information such as KYB and KYC.

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Authentication

Accessing the API relies on a username/password authentication flow. Using the Customer Sign In route, you’ll capture 3 key identifiers that are specific to your team: the id_token, the refresh_token, and the customerID.

• id_token: represents the authorization (Bearer) token for the authenticated user and their role within the Worth platform.
  Note: for security purposes, this is a relatively short-lived token and must be refreshed programmatically.
• refresh_token: represents the token needed at Customer Refresh Token when id_token is expired. Upon successful refresh, a new id_token and refresh_token will be returned in the response.
• customer_details.id: represents the instance ID of the user’s company where other API operations will take place. Some endpoints require this ID (referred to as customerID) for querying and submitting business data.

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Add Business

• Adding a Business is the next critical step in getting started with the Worth API docs.
• The Add Business route creates a unique business ID. This ID is used to make many of the GET calls listed in the documentation.
• While the Add Business route only requires four data fields to make a successful call, it is highly recommended to add as much business and owner information to this POST call to capture robust KYB and KYC information.
• More information about required and recommended data fields can be found in the API reference tab.

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Responses

• The FINAL STEP! Once you have added a business, it’s time to pull back the data!
• It’s important to note that GET responses associated with business information will require a businessID in the endpoint URL. This businessID is generated via the Add Business endpoint. Once this initial step is complete, you will be able to make several GET calls to retrieve cases, business details, and reports.