How can I recognize when user has added account in Yodlee Fast Link? - yodlee

How can I recognize when user has added account in Yodlee Fast Link (for example an investment account) by going to the link.
What I want:
I am creating a link to "Fast Link";
User are following by this link;
He is adding a their account;
And in this point I wanna know that he has added something (for example by callback url). How?
Thanks!

Yes, this can be done. You can have a page hosted that can count the hits and use that page as callback URL in extra params for FastLink.
You can get more information on this at
https://developer.yodlee.com/Fastlink_2.0/FastLink_Integration_Guide_for_Web
The extra parameters that needs to be passed for achieving this is as below
callback=http://google.co.in where here google.co.in is your callback page
Regards,
Vijay

Yodlee have introduced a new event subscription service using webhooks. It is part of their YSL (Yodlee Service Language) product.
It can trigger events for following –
the MFA information is requested by the provider site to log in for
aggregating data
the Yodlee system has performed the login on the provider site
successfully
the Yodlee system has retrieved the account summary information from
the provider site successfully
the final status of account addition or update account APIs
Details -
https://developer.yodlee.com/apidocs/index.php#!/cobrand/eventSubscription
Please NOTE that Webhook event notifications will work only when you try to add the account using YSL APIs (manually).It doesn't work with FastLink. I have been informed by Yodlee Support. They also informed me that till date they don't have any client using webhook service, which was bit scary to know.

Related

How does one associate a website user with a Paypal subscription?

I am implementing subscriptions to a premium service on a website using Paypal as the payment service. I have successfully created a Catalog Product and Billing Plan through the API, and I am able to get to the payment page on Paypal, but it's not clear how I'm supposed to persist a user identifier through the purchase process.
I assumed it would be something along the lines of passing a user id somewhere, but there's nothing in the Paypal documentation about this. I need to be able to let the user make a purchase and have the Paypal webhook send the confirmation to an endpoint on my site, and that's where I'd expect to get their user id to toggle the subscription on their account on my end.
Is there something I'm missing? There has to be a way to do this cause I'd imagine it's a pretty common use case. If anyone has information or has done this before, I'd love to hear. Thanks.
The only truly secure way I've found when using javascript SDK, is to securely generate a unique custom_id on your server side associated with the user.
Then when you create the buttons, the 'createSubscription' function takes custom_id as a parameter.
Then use a webhook to receive events from your subscription and the custom_id will be present in the body of all BILLING.SUBSCRIPTION events under resource.custom_id.
I am able to get to the payment page on PayPal,
You are vague about what you are doing here. There are multiple ways (and some ways have multiple versions) of accepting subscriptions via PayPal, so it is important that you provide full details about the method you are using.
The time to associate a created subscription ID with a user ID is when it is approved, in the onApprove function if you are using a Smart Payment Button: https://developer.paypal.com/docs/subscriptions/integrate/#4-create-a-subscription

Auth0 : Multistep signup form for paid users

I am using auth0 in my existing regular php web application.
I have free as well as paid users in my site. For free users registration process is simple, I call the create user api which triggers the verification email.
But for paid users I have a multistep form. In first step users enters his information and registered as a free user in application then redirected to payment page. I can not call auth0 reg api after first step as user will get immediately verification email before payment.
If I call it after successful payment then its impossible to track if user bails out(Doesn't fill payment form, but already registered as a free user).
Please suggest what approach I should follow.
Thanks in advance
Make sure that you disabled public signups (this endpoint) and instead are performing the registration of users from your backend through the Management API create user endpoint.
Then you can use the verify_email parameter to indicate that a verification email should not immediately be send after user creation. You could then later use this endpoint to trigger a verification email to be sent after the payment form is completed.
If you have want to achieve best result i think you must follow below step to get rid of this problem:
1. Remove public signups in your application by trying this authenticating signup.
2.Perform the registration of individual user by this way create user's
3.Now you can simply use the verify_email parameter.
This parameter can be easily use post verification email process which prevent the issue of signup/signin before making payment.
Hope you got it & feel free for any help.

Yodlee webhooks not hitting my URL

I have been reading Yodlee Docs at https://developer.yodlee.com/Yodlee_API/Webhooks for implementing webhooks
What i did is, first registered a webhook for one of my users using following end point
POST /{cobrandName}/v1/cobrand/config/notifications/events/{eventName}
Then i triggered a refresh for one of the account using following endpoint POST /{cobrandName}/v1/refresh
But seems that Yodlee doesnt hit my URL when refresh is completed or there is an error in refresh.
I also tried to add an account using FastLink to see if Yodlee hits my URL when an account is added. But it doesn't. I am not sure what exactly is the problem. Can you please help?
Although i have a dobt - Does the webhook hit only if add/edit/refresh account was done using the API and not FastLInk provided by yodlee?
I am using Account Agreegation API and Developer account for testing.
Webhook event notifications will work only when you try to add the account using YSL APIs (manually).It doesn't work with FastLink. I have been informed by Yodlee Support. They also informed me that till date they don't have any client using webhook service, which was bit scary to know.
Please find a simple example to use webhooks-
1)Subscribe event using this URL- http://webhook.info/post/FLQLMZMFJI
2)Initiate add account process
3)Open the following URL and find the refresh notifications -
http://webhook.info/#/watch/FLQLMZMFJI
Please note: As you have subscribed for webhook event now. Please unsubscribe first using
DELETE /{cobrandName}/v1/cobrand/config/notifications/events/{eventName}
Delete Subscription

how can I extract recurly account management url into my e-commerce website?

I am using recurly (recurly.com) to run a subscription business, we need to extract the customer account management url and put it into our website so the customers can manage subscriptions by themselves. Can anyone give me some advice about how to use recurly API to realize this ?
When you create an account, the hosted login token (which is used to build this URL on your side), is returned in the success response. It looks like this:
<hosted_login_token>71c122cb16fc90252ff845eacf5d7814</hosted_login_token>
At any time, you can also do a GET request on the account details to obtain the login. It is recommended, however, that you store this value locally as soon as the account is created, so you are not constantly polling the API.
See https://dev.recurly.com/docs/create-an-account for more details.

Can the Yodlee API be used to retrieve the transactions on any credit card?

A client I work with wants to know if it's possible to use the Yodlee API to look up recent transactions on any credit card.
They'd like it to work without the user needing to be signed up with Yodlee, either directly at the site, or indirectly through a branded partner.
I assume this would be possible if the credit card company itself shared it's transaction data with Yodlee directly, and made it available to their API customers, but I haven't been able to figure this out from the docs available on their website, and haven't been able to reach anyone at Yodlee themselves to ask.
I work for Yodlee. Sorry to hear you're having a hard time getting a hold of us. To answer your question, yes the user has to explicitly authorize any application that leverages the Yodlee API and explicitly add access to their financial accounts for that application.
Best,
Grace
Yodlee screenscrapes websites to retrieve it's information.
Which means that they physically (but in an automated fashion) visit the website in a browser (IE8). Thus to pull any information down they have to visit the website, log in successfully, (optionally but more so on more banks; authenticate the computer) and then they can see all of the information that the user sees. Their API acts as a real time bridge between you (the end user using your website or app) and this browser.
So you have to either implement their very much so convoluted Yodlee API or use one of their generic hosted pages and direct the user to it where upon he/she enters the necessary information. You also have to have an agreement with them too. You also have to convince the user to do it :)