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  1. Everifin Multibanking user account registration - The person/company needs to create a user account in Everifin Multibanking web application. Please, instruct your customer to go to web app URL https://app.everifin.com to do so (you may provide clickable link or button in you SW). The user registration process is described in detail here: Everifin User Registration

  2. Bank Account(s) connection - The person/company needs to connect the bank account(s) in Everifin Multibanking web application. This process is described in detail here: Connecting Bank Account
    For development/testing purposes you can connect demo banks accounts (of course you can use also real bank account). You can find them in the bank selection screen when you change the country to “EFT”. The easiest is to use the bank from redirect scenarios section.

  3. Connecting Everifin Multibanking user account to your system - The connection between the two systems is arranged by Oauth authorization code flow initiated by your user from your system against our identity provider (Authentication ). The details of the connection process are described further below (https://everifin.atlassian.net/wiki/spaces/EFMBAPI/pages/edit-v2/2515730433#Connecting-Everifin-user-account-to-your-system ). Result of this step is session between your system and Everifin represented by pair of tokens (access and refresh token). Valid access token needs to be provided in every API request.

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