Onboarding
Learn how to onboard merchants to your platform using Tapaya's hosted flows or your own custom UI via API.
To start processing payments, every merchant must undergo an onboarding process (KYC/KYB) to verify their identity and business details. Tapaya offers flexible integration options ranging from zero-code solutions to fully custom API implementations.
Predefined Tapaya Accept SDK UI
For a more integrated experience, you can redirect the merchant to a Tapaya-hosted flow directly from your application. This ensures the merchant provides all necessary information without you having to maintain the forms.
- Automatic Updates: Tapaya handles regulatory changes and form updates automatically.
- Branding: The flow can be customized with your platform's logo and colors.
Onboarding by Link
Coming Soon
Onboarding trough pregenerated links is right now available only for early adopters.
The simplest way to onboard a merchant is by generating a unique onboarding link. This is ideal for platforms that want to get started quickly without writing code.
- Generate an onboarding link via the Tapaya Dashboard.
- Send the link to your merchant via email or SMS.
- The merchant completes the form on a secure Tapaya-hosted page.
- You receive a webhook notification when the account is verified.
Custom UI using the Tapaya Accept SDK
For complete control over the user experience, you can build your own onboarding UI and submit the data via the Tapaya Accept SDK. This allows you to keep the merchant entirely within your application environment. To get more details, refer to the Mobile SDK integration.