Quickstart: part 2

STEP 4: Create a Connection

Before you can retrieve a users financial data, you first need to link to their financial institutions by creating a connection. Do this by making a post request with the institution and login credentials. While you are starting out in sandbox mode, use the institutions and credentials provided here.

// STEP 4: Create a connection 

var axios = require('axios');
var data = JSON.stringify({
  "loginId": "gavinBelson",
  "password": "hooli2016",
  "institution": {
    "id": "AU00000"
  }
});

var config = {
  method: 'post',
  url: 'https://au-api.basiq.io/users/USER.ID/connections',
  headers: { 
    'Authorization': 'Bearer $YOUR_ACCESS_TOKEN', 
    'Accept': 'application/json', 
    'Content-Type': 'application/json'
  },
  data: data
};

axios(config)
.then(function (response) {
  console.log(response.data);
})
.catch(function (error) {
  console.log(error);
});

curl --location --request POST 'https://au-api.basiq.io/users/a920c00f-df79-4a12-b711-2ac461c8090b/connections' \
--header 'Authorization: Bearer $YOUR_ACCESS_TOKEN' \
--header 'Accept: application/json' \
--header 'Content-Type: application/json' \
--data-raw '{
  "loginId": "gavinBelson",
  "password": "hooli2016",
  "institution":{
    "id":"AU00000"
  }
}'

📘
This guide is only using Node.js to demonstrate a backend integration and does not cover the UI options Basiq offers when connecting a users financial institutions. If you are ready to start building out your UI, see our UI Integration Options to understand what best suits you.

STEP 5: Fetch your aggregated data

Once you have successfully created a connection, you can go ahead and retrieve the data belonging to it. Let’s retrieve a list of all the accounts this user has connected through Basiq.

// STEP 5: Fetch your aggregated data 

var axios = require('axios');

var config = {
  method: 'get',
  url: 'https://au-api.basiq.io/users/USER.ID/accounts',
  headers: { 
    'Authorization': 'Bearer $YOUR_ACCESS_TOKEN', 
    'Accept': 'application/json'
  }
};

axios(config)
.then(function (response) {
  console.log(response.data);
})
.catch(function (error) {
  console.log(error);
});

curl --location --request GET 'https://au-api.basiq.io/users/a920c00f-df79-4a12-b711-2ac461c8090b/accounts' \
--header 'Authorization: Bearer $YOUR_ACCESS_TOKEN' \
--header 'Accept: application/json'

The response will contain an array of Account objects, containing specific account details such as the account number, balance and available funds.

Congratulations! You have now connected a financial institution, and retrieved their financial data.

Feel free to deep dive into our full API reference to see what else is possible with Basiq.