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If you have already integrated the CardSwitcher product into your application, you can skip the entire client-side integration for TransactionLink and simply begin retrieving transactions from the API.

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Introduction

TransactionLink enables you to retrieve SKU-level transaction data from a user’s merchant on a recurring basis. With TransactionLink, you can retrieve both historical transactions and new transactions that will occur in the future. You can reference the exact data you’ll receive for each transaction here.

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Entry points

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Overview

How and where you place entry points to invoke the Knot flow in your app play a crucial role driving engagement and delivering value to end users. Nearly all apps that integrate Knot develop multiple entry points into the Knot flow (e.g. different tabs or screens). As a result and to provide better visibility into the conversion of the flow across different entry points, the Knot SDK supports an entryPoint parameter when invoking the SDK which allows you to specify the entry point from which the user came. This value is then returned in the down-funnel AUTHENTICATED webhook event, thereby allowing you to measure the conversion of the flow by entry point in your analytics tool of choice.

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Usage

It is strongly recommended to take advantage of this functionality, so as to future-proof your visibility into your implementation and allow for future optimizations. To take advantage of this functionality, simply pass a different value to KnotConfiguration.entryPoint for each of your entry points when configuring the session to invoke the SDK. Common entry points include the following: onboarding, home, push-notif-X, in-app-lifecycle-card-X, etc.

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Getting started

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Start the flow

Ensure you have access to your Customer Dashboard and retrieve your client_id and secret, which you will use as the basic auth username and password for your API key respectively. Note that your client_id and secret vary between thedevelopment and production environments.
Subscribe to webhooks in your Customer Dashboard so your backend can be notified about user-generated events, as well as asynchronous processes. You will need to receive these events later on in the flow.
Call List Merchants to retrieve a list of merchants that are available for the TransactionLink product by passing type = transaction_link. These are merchants you can display in your app and allow users to link. To get started quickly, you can use merchant_id: 19 for DoorDash to later pass when initializing the SDK.You will be notified via the MERCHANT_STATUS_UPDATE webhook when/if this list changes.
Merchant IDs are static and remain constant across all environments.
With your client_id and secret for the development environment, call Create Session to create a session used when invoking the SDK.
Install an SDK of your choosing, for example on iOS here. If you are using the Web SDK, make sure to allowlist your application’s domains for the development and production environments in your Customer Dashboard.
Initialize the SDK with the session_id retrieved from Create Session and a merchant Id retrieved from List Merchants in KnotConfiguration or you can use merchant_id: 19 for DoorDash to get started quickly. The SDK is where users will interact with the Knot UI to authenticate to various merchants. All login flows, including step-up authentication, are handled within the SDK. Users will see real-time feedback as they progress through authenticating with a merchant.
Specifying an exact merchant by passing a merchant Id in KnotConfiguration when initializing the SDK is required for the TransactionLink product.
In the development environment, use testing credentials to login to a merchant account and simulate retrieving transactions.
Ingest the AUTHENTICATED webhook to notify your backend that the merchant account is successfully linked to Knot and that the connection status is connected. Similarly and as applicable, listen to the client-side onEvent callback in the SDK to receive the authenticated event.You can also use Get Merchant Accounts to retrieve this and other merchant accounts, as well as their connection status. This can be useful to know that you should display the merchant account to the user in their list of linked merchant accounts with the appropriate connection status (i.e. connected or disconnected). See more about handling disconnected merchant accounts here.

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Receive transactions

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New transactions

To be notified about new transactions in a merchant account, listen to the NEW_TRANSACTIONS_AVAILABLE webhook. You will receive this event shortly after a user authenticates to a merchant account for the first time and on any subsequent instance where new transactions are created in the merchant account. Upon receiving the NEW_TRANSACTIONS_AVAILABLE webhook, make a request (or multiple) to Sync Transactions to sync new transactions for a user’s specific merchant account. In the development environment, you will receive 205 new transactions.

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Updated transactions

Receiving updated transaction information is entirely optional and may not be relevant for your use case.
To be notified about updates to existing transactions, listen to the UPDATED_TRANSACTIONS_AVAILABLE webhook. You will receive this event for a merchant account each time there are existing transactions for which data has changed (e.g. orderStatus: SHIPPED -> orderStatus: DELIVERED). Upon receiving the UPDATED_TRANSACTIONS_AVAILABLE webhook with an array of transaction IDs, make a request to Get Transaction By Id for each transaction ID, passing the ID received in the webhook as a path parameter.

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Handle disconnected merchant accounts

If for example a user changes their password to a merchant account, the connection.status in Get Merchant Accounts will be returned as disconnected and you will not receive transaction data for the user’s merchant account until it is reconnected. If this occurs, you will be notified via the ACCOUNT_LOGIN_REQUIRED webhook event. You’ll want to display a UX in your app to allow users to reconnect their account. For example, you may choose to display a button that says “Reconnect” or similar.
To test this behavior in development, use the Disconnect Account endpoint.