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We’ve compiled a list of steps for getting ready to launch your integration with Moov. Depending on the specifics of your money movement use case, some of the steps may not be necessary. If you have questions particular to your integration, reach out to your Moov representative.

Get your Moov account

When you sign up for a Dashboard account, you’ll immediately start out with a test account. You can start inviting team members to your account and interact with Moov’s platform in test mode.

• Sign up for a Dashboard account
• Create test accounts in the dashboard and transfer funds
• Optional: Give administrator or developer permissions to your team members and invite them

Configure your account

• Generate API keys in production (note that your test mode API keys will not work in production)
• Create webhooks to subscribe to event notifications

Authenticate

If you’re using Moov.js or any client-side integration, you’ll need to follow these steps as a part of the OAuth2 authentication flow:

• Specify scopes
• Generate an access token

For server-to-server integrations, you can simply use your public API key and secret API key with Basic authentication:

• Set the Authorization header to Basic where credentials is the Base64 encoding of public key and private key joined by a single colon :

Set up users

Every individual or business you’re sending or receiving payments with will need an account connected.

• Create accounts for users/merchants. We suggest using our hosted onboarding process when available.
• Link cards with the card link Drop or via the Moov API*.
• Link and verify bank accounts via the API
  • Optional: Set up instant account verification with Plaid or MX
• Understand which payment methods you’ll use

*In order to link cards directly through the API, you must provide Moov an attestation of PCI compliance.

Create Transfers

Test Mode allows you to integrate with all of Moov’s API and features without moving real money.

• Create transfers
  • Fund a wallet
  • Push funds to a card
  • Sends funds to an bank account instantly
  • Transfer Account to Account
• Handle transfer responses

Move to production

In order to move real money you must switch to production. To move to production, you need to complete your business profile, add business representatives, and submit underwriting information to Moov.

• Review the requirements for production
• Switch to production mode in the upper left hand corner of the Dashboard
• Set business representatives and submit required underwriting documents to Moov
• Optional: Migrate data into Moov