Portal

Get started with Ansa

An overview of the steps to start accepting payments using Ansa.

Create an account

  1. Create your merchant account
    Please work with the Ansa team to create and configure your merchant account. We will guide you through the process and discuss custom integration plans with you.
  2. Save API credentials
    After creating your merchant account, you will be given a merchant API secret. Make sure to save this API secret in a safe place. If the API secret is exposed, please contact [email protected] to refresh the API secret.

Make a payment

  1. Create a customer
    Create an Ansa customer using the create customer API.

  2. Tokenize your payment data
    Use this guide to determine your tokenization strategy for customer payment data.

  3. Create a payment method
    Create an Ansa payment method and attach it to the Ansa customer that you created using the create payment method API.

  4. Add funds to a customer balance
    Add funds to a customer balance using the add balance API.

  5. Use balance from a customer balance
    Use balance from a customer balance using the use balance API.

  6. Refund a customer payment
    You may (1) refund a payment made from the customer balance using the refund to balance API or (2) refund funds added to a balance to the original payment method using the refund to payment method API.


Data migration

  1. Discuss data migration strategy with the Ansa team
    In order to have a seamless integration and avoid any disruptions to your service, it's crucial to develop a data migration plan that's customized to your requirements. To transfer your current clients and payment information, please reach out to [email protected] to determine the optimal strategy for your particular system.

Settlement

  1. For live accounts, Ansa will generate a report of the settlement and distribute your confirmed funds at regular intervals. For more details, read the payouts guide.