Once you’ve integrated with the Basiq API using our sandbox environment, and you’re ready to be enabled for live data, there are a few things to tick off to ensure it all runs smoothly. Here is a checklist covering everything you need to make your application production-ready.

All of the best practice implementation details for the following requirements can be found here.

Housekeeping

with the Basiq dashboard 
✅    Invite team members to your account

✅    If you wish to access Open Banking data, reach out to customer success to ensure you are enabled

✅    Setup Basiq applications to manage API keys, configure your consent policy, and
select your offered institutions**.

✅    Before being enabled for access to live data, ensure you have cleaned up any test users as these will become billable once you are switched on.

The basics

 
✅    Cache your token, don't re-authenticate for every request. Token lasts 1 hr

✅    Use correct token scope eg. use CLIENT_ACCESS token for all client side requests.

✅    Handle jobs correctly, including happy and unhappy paths

Need data updated daily?

 
✅    Enable smart cache for daily fresh data

✅    Check user jobs daily and handle any failures

✅    Only manually refresh connections on an ad hoc basis

Support

 
✅    Ensure error logging includes userId, connectionId, and jobId, for reporting issues

✅    Use /connectors to dynamically determine current stage and status of all connectors

✅    Subscribe to notifications from our status page for larger, ongoing outages

✅    Reach out to us anytime via the intercom chat bubble on our site, or at [email protected].

Additional Recommendations

✅ Inform the end user that they can manage their consent at any point. You can utilise the action=manage to do so, which you can read more about here.

✅ Utilise the “Manage Consent URL” field in the flow section of our Consent UI customizer. You can put the URL to your consent management guide so we can show it to consumers within the "Manage your data sharing" section.

✅ Get in touch with the onboarding team to walkthrough your UX journey and integration.

✅ Enable SmartCaching.

✅ Enable 2FA.