Platform Sign Up
Welcome to WePay’s comprehensive onboarding guide. These docs are intended for a more technical audience looking to integrate one of the WePay products, but should provide a comprehensive product overview.
This page will guide you through the set-up process for the Partner Center. You’ll register for an account, create and grab necessary credentials, and set your bank account up for payouts. Once you’re done, you can move on to the API Basics page.
Start by heading to partner.wepay.com, if you haven’t already.
We recommend using an aliased email address to sign up (so, something like firstname.lastname@example.org) as this allows for multiple people to access your company’s account, instead of tying it to a single person’s login. Another benefit is that the person responsible for filling in Know Your Customer (KYC) details can do so at a later time while you onboard to the API and begin making calls.
If you’re simply testing the API, it’s fine to use your own email address, and create a separate account using an alias at a later time.
Make sure to confirm your email address once you’ve finished signing up for an account. If you haven’t, be sure to visit here, and click the banner to resend the confirmation email.
Before you can make an API call, you’ll need to grab your App ID, API version, and App Token. You’ll need to generate an App Token through the partner center. Simply click “Create Token”, enter a unique name, and hit save.
You can generate up to 3 tokens. As an example for using multiple tokens, you can think of each as a way to logically separate different components of your system which may interface with different parts of the Clear API. For example, you could have one service that exclusively deals with payment processing, which would have its own token that is revocable at any time. It’s not mandatory to generate more than 1 token.
When you finish signing up for an account, you’ll begin in the test environment. All of these credentials will let you interface with
https://stage-api.wepay.com. The test environment is intended for your testing and prototyping. When you are ready to launch, you can begin the process of certification to move towards Live in the dashboard.
As using Live credentials executes actual money movement, we do not allow any account to move to Live until they have passed certification. We define certification throughout the basic integration process. In addition, WePay requires you to submit personal and business details before you can access Live.
Please reach out to your Account Manager or integration team in order to access your application’s KYC (personal & business details) and bank account forms. These forms are expected to be generally available in Q1 2020.
If your application’s business is based in the United States, then fill out the default forms. If your application’s business is based in Canada, please work with your sales integration team to be sure that you have access to the proper forms.
To submit personal and business details, first navigate to the Live tab and click the blue button to update your personal information:
Next, identify the entity type of your application:
If your application is a business, specify whether your business is a corporation, LLC, or partnership. If your application is a nonprofit, specify whether your nonprofit is a nonprofit corporation or an unincorporated association.
Identify your application’s industry category and type to help WePay identify an appropriate merchant category code for your account.
Next, fill in your application’s business details:
Next, supply personal details for a controller of your application’s business:
A controller is a single individual with significant responsibility to control, manage, or direct a legal entity customer, including an executive officer or senior manager (e.g., a Chief Executive Officer, Chief Financial Officer, Chief Operating Officer, Managing Member, General Partner, President, Vice President, or Treasurer); or any other individual who regularly performs similar functions (i.e., the control prong). This list of positions is illustrative, not exclusive, as there is significant diversity in how legal entities are structured.
Last, supply the personal details for everyone who owns 25% or more of your application’s business:
WePay will verify your information once submitted, typically within 2 business days.
Once you’ve confirmed your account, generated an app token, and submitted all business and personal details, you can add a bank account to receive payouts. As a reminder, you need to fill out KYC information to receive payouts, and you’ll need to reach out to your account manager or integration team in order to access this form. Note that these forms are expected to be availble for self-serve in Q1 2020.
Usually, a Controller, VP level, or C-level person is responsible for filling this information by navigating to the Payouts section of the WePay application dashboard and clicking “Add”:
If your business is based in Canada, please reach out to your account manager or integration team in order to access the Canadian bank form.
Have your bank account direct deposit routing and account numbers handy:
Tell us how often you would like to receive payouts by using the “period” drop down.
While this step isn’t necessary to do before making API calls, it’s a one-time set up, and lets you receive payouts daily (midnight settlement), weekly (every Monday), or monthly (first of the month). If these days are a bank holiday, it’ll be the next day.