Exigo - Payquicker API Integration
From: Jack Kefauver <jkefauver@payquicker.com>
Date: Tue, Apr 2, 2024 at 2:16 PM
Subject: Rebalance Health Status update / Roadmap
To: Stephanie Arnold <sarnold@rebalancehealth.com>, David Goddard <dgoddard@rebalancehealth.com>
Cc: Nate Snow-Cornelius <nsnowcornelius@payquicker.com>, Nicole Kessler <nkessler@payquicker.com>, Oresta Kaznovska <okaznovska@payquicker.com>
Good Afternoon Stephanie and David,
Thank you for your patience; I saw your email earlier but from conversations with Nate however I know you’d wanted a fleshed out roadmap, so I wanted to make sure I could get that for you as well with your current updates!
Starting with Good News: We’ve gotten bank approval from our partner Pathward!
As you can see from the above timeline that puts us in the yellow boxes, and allows me to create your tenant, which will allow me to get some of the API information for Exigo and we can get that process going.
I expect to have the tenant finished this evening and we can get the needed information over to Exigo!
To finalize the setup with them we’ll need to confirm their IP addresses to whitelist, as well as to create your API Client Secret.
The “Secret” is a unique id that allows exigo to authorize with our platform. Due to the security surrounding it, it’s only visible once when it is created.
Some clients prefer to go in and add it themselves, other clients have preferred to have me generate it and provide them the secret via secure file drop ; both are doable and happy to work with you on the path forward that would be the best fit for you!
Within the Yellow box overall is our Admin training; we can also discuss possible dates/times for you and your team for the Admin training. This training would be roughly a half hour to go over the items I have, and we typically schedule an hour to ensure there’s enough time for any questions.
I’ll follow up once the tenant has been completed [expected this evening] and we’ll go from there!
Please let me know if you have any questions or concerns and have a great day!
Jack Kefauver
Sr. Client Relationship Manager
jkefauver@payquicker.com
www.payquicker.com
April 2, 2024, 3:54 PM = kms: Anything for me to do?
Steph emailed accordingly:
Jack,
Please clarify, do we need to request the IP info from Exigo, or are you working on this component?
Is there anything else you need from us before proceeding?
April 3, 2024, 12:45 PM chat with Stephanie:
David submitted ticket and provided information.. t/b him to double-check.
From: Stephanie Arnold <sarnold@rebalancehealth.com>
Date: Wed, Apr 3, 2024 at 1:27 PM
Subject: Fwd: Ticket: [215068] [Info Updated by Client] [CD][MONEY OUT][PAYMENT CARD] Payquicker Velocity
To: Kevin Smith <ksmith@rebalancehealth.com>
Kindly see below for the update. It appears we have what we need and you can cross that off your list!
In the message = ticket thread, David provided the PayQuicker API info to the Exigo team, and the Exigo team provided the list of Exigo IP addresses for Payquicker to whitelist.