Where can I find best practice and tips on setting up my API integration?

Stephanie Boukhari
2026-03-31T21:39:56Z

Best Practices & Tips

Rate Limiting & Retries: check the API documentation for any rate limits and plan to handle HTTP 429 responses gracefully.

Pagination: always check the links section in paginated responses to retrieve additional pages.

Versioning: the API endpoints are prefixed with /v1. Ensure that your integration is aligned with the correct version.

Security: keep your OAuth credentials secure and refresh your access tokens as needed.

Testing in Sandbox: always test your integration in the sandbox environment before switching to production.

Playbook Links

1. Environments & Base URLs

2. Authentication

3. Endpoints:

1. Corporate Endpoints

2. Entity Endpoints

3. Account Endpoints

4. Card Endpoints

4. Response Envelopes

5. Error Handling

6. Best Practice & Tips

7. Example Workflow