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.
with the Basiq dashboard
✅ Invite team members to your account
✅ Setup Basiq applications to keep environments separate and manage API keys
✅ For further instructions, see this video tutorial.
✅ 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
✅ Enable smart cache for daily fresh data
✅ Check user jobs daily and handle any failures
✅ Only manually refresh connections on an ad hoc basis
✅ Check correct login fields for each bank e.g. St George requires an additional security code.
✅ Never store users credentials, post directly to the Basiq API using
✅ Ensure error logging includes
jobId, for reporting issues
/institutions 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].
Download this checklist
If you would like a PDF of this checklist to hand off to your developers, you can get one here.
Updated about 1 month ago