capabilities.work

Account Onboarding

A 4-step recipe with Efí Pay (Gerencianet). We can help you get access.

Recipe · 4 steps

Account Onboarding

with Efí Pay (Gerencianet) · Customer Onboarding Management

Open a simplified account, generate its certificate, and fetch credentials.

  1. Exchange the partner client_id and client_secret for an OAuth2 access token using the client_credentials grant required by the Contas API.
  2. Open a conta-simplificada for the customer. The server returns the account identificador used to issue the certificate and credentials.
  3. Generate the P12 certificate the new account will use for mutual TLS when calling the Efí APIs.
  4. Retrieve the client_id and client_secret pair the new account uses to call the other Efí APIs.
What you'll need to have ready
  • partnerClientId: The partner OAuth2 client_id authorized to open accounts.
  • partnerClientSecret: The partner OAuth2 client_secret authorized to open accounts.
  • cpfCnpj: The CPF or CNPJ of the account holder being onboarded.
  • name: The legal name (razao_social) of the account holder.
  • email: The contact email for the new account.
For your developer

Arazzo workflow gerencianet:account-onboarding, 4 operations: contasAuthorize → createAccount → getAccountCertificate → getAccountCredentials. Specs on APIs.io.

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