Registering a Company in SynchPay
Follow these steps to register a company in SynchPay
To register a company (such as a gym) in the SynchPay API, you must create a company entity using the /company/create
endpoint. This is the first step in enabling company-related operations within SynchPay. The process involves submitting a registration object, waiting for verification, and then completing additional setup steps. Here’s how it works:
Obtain an Access Token
Before calling /company/create
, obtain an access token by making a POST
request to /auth/token
with your ClientId
and ClientSecret
.
Refer to the Authorization section for details.
Create a Registration Object
Use the access token to submit the company details via the /company/create
endpoint.
Wait for KYB Process
After submission, SynchPay performs a Know-Your-Business (KYB) verification, which takes approximately 24 hours.
Check Company Status
Use the GET /company/status
endpoint to monitor the registration status.
Complete Setup
Once approved, SynchPay sends an email with links to connect a bank account via Plaid and access the Backend Portal for managing your account.
Registering a Company
The /company/create
endpoint allows you to define a company entity by submitting a JSON object containing the company’s details. Below are the specifics of the API call.
Endpoint
- URL: https://api.synchpay.com/company/create
- Method:
POST
- Authorization:
Bearer <AccessToken>
Note: The access token is obtained from/auth/token
using yourClientId
andClientSecret
.
Request Body
The request body is a JSON object with the following top-level fields:
Parameter | Type | Description | Required |
---|---|---|---|
Name | string | The company’s name. | Yes |
EmailAddress | string | The company’s contact email address. | Yes |
ContactNumber | string | The company’s contact phone number. | Yes |
TaxId | string | The company’s unique tax ID. | Yes |
TaxIdType | string | The type of tax ID (“EIN” or “SSN”). | Yes |
Owner | object | The owner’s details. See Owner Object for structure. | Yes |
Employees | array | An array of employee objects. See Employees Array for structure. | No |
StreetNumberAndName | string | The street number and name. | Yes |
ApartmentNumber | string | The apartment or suite number. | No |
City | string | The city. | Yes |
State | string | The state abbreviation. | Yes |
ZipCode | string | The postal code. | Yes |
Owner Object
The Owner
object is a required field that contains the following properties:
Field | Type | Description | Required |
---|---|---|---|
Name | string | The owner’s full name. | Yes |
EmailAddress | string | The owner’s email address. | Yes |
ContactNumber | string | The owner’s phone number. | Yes |
Title | string | The owner’s title. | Yes |
DocumentNumber | string | The owner’s ID number. | Yes |
DocumentType | string | The type of ID (“DriversLicense” or “Passport”). | Yes |
Employees Array
The Employees
field is an optional array of employee objects. Unlike the Owner
object, employee objects do not include document-related fields. Each employee object in the array contains the following properties:
Field | Type | Description | Required |
---|---|---|---|
Name | string | The employee’s full name. | Yes |
EmailAddress | string | The employee’s email address. | Yes |
ContactNumber | string | The employee’s phone number. | Yes |
Title | string | The employee’s title. | Yes |
Note: The Employees
array is optional. If included, each employee object must contain all the specified fields (Name
, EmailAddress
, ContactNumber
, and Title
). If there are no employees to register at the time of company creation, you can either omit the Employees
field or set it to an empty array ([]
).
Example Request
Response
Upon successful submission, the endpoint returns a JSON object, likely containing a company identifier or a success message. The exact response format is not specified in the current documentation, so consult the API reference for details. An example might look like:
Waiting for KYB Process
After submitting the registration object, SynchPay initiates the Know-Your-Business (KYB) process to verify the provided information. This process typically takes up to 24 hours. During this period, the company status remains “Unverified”.
Checking Company Status
To monitor the registration status, use the GET /company/{companyId}/status
endpoint:
- URL: https://api.synchpay.com/company/{companyId}/status
- Method:
GET
- Authorization:
Bearer <AccessToken>
The response will indicate the current status (e.g., “Unverified”, “Verified”, or “Rejected”).
Note: For sandbox environment this will always return “Verified”
Completing Setup
Once the KYB process is complete and the company is verified, SynchPay sends an email to the EmailAddress
provided in the registration. The email includes:
- Bank Account Connection: A link to connect your bank account via Plaid.
- Backend Portal Access: A link to the Backend Portal, where you can manage your account, add new account numbers, close accounts, and handle edge cases.
Follow the instructions in the email to finalize your company setup.