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HomeGuidesAPI ReferenceChangelog

Getting Started

  • Welcome to Pismo
  • Main solutions
  • Sample project
  • Card issuing with Pismo
    • Card issuing basics
    • Integration requirements and setup
  • Environments
  • Security
    • Basic authentication with client credentials
    • Authentication with OpenID Connect for Servers
    • Verifying webhook requests
  • API upgrades
  • API life cycle and deprecation strategy

Setup

  • Initial setup and core objects

Accounts

  • Accounts overview
  • Add an account
  • Account attributes
  • Account status
  • Account limits
  • Get account details
  • Edit an account
  • Working with customer objects
  • Working with address and phone objects
    • Get an address by ID
    • Get addresses list
    • Add an address
    • Edit an address
    • Get a phone number by ID
    • Get phone numbers list
    • Add a phone number
    • Edit a phone number
  • Migrate an account to a different program
  • Accounts data events

Cards

  • Cards overview
  • Physical card embossing
  • Cards data events
  • PIN/PINBlock tutorial

Wallet

  • Pismo digital wallet
  • Third-party wallets (such as Apple Pay)
  • Card tokenization flow and events

Authorizations

  • Card network authorizations overview
  • Full balance integration
    • Anti-fraud integration
  • Zero balance integration
  • Clearing/base II
  • Authorization events
    • Linking events in an authorization workflow
  • Validation codes for authorization events
  • Simulate authorizations

Flex controls

  • Flexible transaction controls

Payments

  • Payments and transfers
  • Make a transfer
  • Force operation
  • Cancel a transfer
  • Payment requests
  • Payments data events

Fee management

  • Fee model

Instant payments integration

  • Instant payments overview
  • Pix overview [beta]
    • Transactions [beta]
    • Managing Pix keys [beta]
    • Infraction reports [beta]

Transactions

  • Transactions overview
  • Get transaction details
  • Adjustments overview
  • Get transaction balances

Statements

  • Understanding statements
  • Statement data events

Credit card refinancing

  • Credit card refinancing overview
  • Create an installment agreement
  • Create a statement agreement
  • Create an installment advancement

Disputes

  • Disputes overview
  • Set up disputes access
  • Disputes data events

Timeline events

  • Timeline events overview
  • Get timeline events
  • Add custom timeline events

Lending

  • Digital lending overview
  • Create a loan

Accounting

  • Accounting overview
  • Create accounting entries
  • Search for accounting event types
  • Create an accounting script
  • Create an accounting account
  • Accounting data events

Data & Reporting

  • Data and reporting overview
  • Event data
  • Setting up real-time event delivery
    • AWS event configuration tutorial
    • GCP event configuration tutorial
    • Azure event configuration tutorial
  • Setting up event file delivery
    • AWS event file configuration tutorial
    • GCP event file configuration tutorial
    • SFTP event file configuration tutorial
  • Scheduled report files
    • Brazilian regulatory files
    • Account limits report files

Support

  • Support overview
  • Pismo operations status
  • Service Desk
    • Opening a Service Desk ticket
    • Tracking Service Desk tickets

Corporate Banking

  • Corporate Banking overview
  • Setting up a hierarchy to match your organization
  • Managing holiday and weekend calendars
  • Working with corporate accounts
    • Creating a corporate account
    • Managing account families
    • Managing account statuses
    • Create a schema validation for account creation metadata
    • Get an account's balance history
    • Updating a division's properties
    • Getting a corporate account's info
  • Earmarking funds
  • Scheduled payments
  • Create a balance threshold notification
  • Perform balance validations before account family closure
  • Creating a suspense transaction record upon denial
  • Create a deposit bonus contract

Migrations

  • Migrations overview
  • Migrations data events

Core banking

  • Create or replace credentials
  • Core banking data events

Accounting data events

This table lists the accounting endpoints and the events they generate. For information on setting up event notifications, see the Data and reporting overview.

Endpoint

Event

API

Accounting API

Create an accounting entry

entry_creation-1

POST
https://api-sandbox.pismolabs.io/accounting/v1/accounting-entries

Updated 23 days ago


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