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Get started with Fintecture Smart Transfer

Before you begin

If this is your first payment method, make sure to follow the Get started guide to begin processing payments with Primer.

Configure in the Dashboard

  1. Add Fintecture Smart Transfer to your Dashboard
    Go to the “Connections” section of the Dashboard and look for Fintecture Smart Transfer.
    Follow the instructions to connect your Fintecture account to your Primer Dashboard.
  2. Activate Fintecture Smart Transfer on the Checkout
    Go to the “Checkout” section of the Dashboard and activate the Fintecture Smart Transfer payment method.
  3. Configure a Workflow to process payments made with Fintecture Smart Transfer
    Go to “Workflows”, and ensure there is a workflow with the Authorization action configured to process APMs. There is no need to add Capture as this payment method goes straight to from . Finish the workflow with a Continue payment flow action.

Note: Expiring payments

By default, Primer automatically requests Fintecture to expire any abandoned payments within 30 days. You can adjust this duration by using Advanced Metadata Mapping to override the meta.expiry field. Note that the field is in seconds, with a minimum value of 1 and maximum value of 99999999 seconds.

Note: Payment Status at the End of the User Journey

Unlike Fintecture Smart Transfer, it’s possible that the customer may complete the journey without initiating the transfer. The customer may still initiate the transfer afterward. As a result, the payment status may remain at the end of the user’s journey, but change later. You can subscribe to Primer webhooks to receive real-time payment status updates or use the GET /payments/:id request to fetch the latest data about the payment.

Prepare the client session

Fintecture Smart Transfer leverages the following parameters to process a payment. Pass them when creating the client session.

Add Fintecture Smart Transfer into your website or mobile app

Drop-in UI

Use our customizable drop-in UI to quickly add payment methods to your checkout.

Headless Checkout

Have the freedom to build your own UI using our headless checkout.