This guide is a master checklist for setting up the Optimo API from start to finish.
Introductions and initial set-up
Get a general understanding of what the Optimo API does
Let us know you're interested in using our API and work out an agreement
Please Contact Optimo Financial and we'll see how we can help each other.
Initial set up – information we need from you
We will let you know what information we need from you.
Initial set up – information we'll provide you
We'll let you know how to create a partner log in.
Introductions and demos
Introduce our teams and share demonstrations of our products so we can reach a mutual understanding.
Set up your API connection (for developers)
If using the Input API, create templates
Review the Optimo API test view sandbox and then download the sample code
See Optimo API test view.
Review and implement the functions you would like to use with our system
Releasing your API connection to production (for developers)
Let Optimo Financial know that you're ready to release to production
Update your instance to point to production
Test (if necessary)
We expect that you would have completed your testing and set-up in the sandbox, however, to do a quick check in production: