Workforce Payments APIs
  • Introduction
  • Real-Life Scenarios
  • API Reference
    • API Essentials
    • Payment Status
    • Environments
    • Authentication API
    • Wallets Management
      • Open A Wallet
      • Get Wallets List
      • Get Wallet Details
      • Get Wallet Statements
    • Groups Management
      • Create A Payment Group
      • Update A Payment Group
      • Get Payment Group Details
      • Get Payment Groups List
      • Lock Payment Group
      • UnLock Payment Group
      • Delete Payment Group
    • Beneficiaries Management
      • Get Schema Information
      • Create A Beneficiary
      • Update Beneficiary Details
      • Get Beneficiary Details
      • Get Beneficiaries List
      • Bulk Import Beneficiary
      • Bulk Import Beneficiary Status
      • Bulk Validate Beneficiary
    • Payment Management
      • Create Payment Instruction
      • Update Payment Instructions
      • Get Payment Details
      • Get Payments List
      • Approve Payment Instructions
      • UnApprove Payment Instructions
      • Execute Payment Instructions
      • Bulk Import Payment Instructions
      • Bulk Import Payment Instructions Status
    • Webhooks Notifications
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  1. API Reference
  2. Beneficiaries Management

Create A Beneficiary

The API is utilized to create a beneficiary within the account. Once registered, the beneficiary ID can be used to send payment instructions.

POST /payments/beneficiaries

Body Parameters Request

Name
Type
Format / Values
Description
Required

entity_type

string

BUSINESS, INDIVIDUAL

The beneficiary's type.

id

string

The beneficiary ID serves as the unique identifier for this beneficiary contact on the platform.

country

string

/^[A-Z]{2,2}$/

Bank country code (2-letter ISO 3166-2 country code).

Yes

currency

string

/^[A-Z]{3,3}$/

Account currency (3-letter ISO 4217 currency code).

Yes

tags

object

user_tags

object

entity

object

Yes

bank_details

object

Yes

Body Parameters Response

Name
Type
Description

active

boolean

Is this beneficiary active

name

string

A custom display name

bank_details

object

Bank account attributes

country

string

The 2 letter ISO country code this beneficiaries account is located in

currency

string

The 3 letter ISO currency code this beneficiaries bank account is setup to receive

entity

object

Beneficiary owning entity attributes

id

string

Unique id of beneficiary

type

string

Entity type (contact)

user_tags

object

A set of K/V pairs the beneficiary has been tagged with

Request Example

POST /payments/beneficiaries
{
   "entity_type": "INDIVIDUAL",
   "country": "US",
   "currency": "USD",
   "user_tags": {
      "department": "R&D",
      "cost_center": "US"
   },
   "entity": {
      "individual_first_name": "Smith",
      "individual_last_name": "Johny",
      "date_of_birth": "1970-01-01",
      "address_line_1": "944 Fairfield Street",
      "address_city": "Los Angeles",
      "address_country": "US",
      "address_country_subdivision": "CA",
      "address_postal_code": "90210"
   },
   "bank_details": {
      "account_name": "John Smith",
      "account_number": "1234567",
      "bank_code": "123456789",
      "bank_name": "Bank of America ",
      "bank_identifier_code": "BOFAUS22XXX"
   }
}

Response Examples

{
   "type": "contact",
   "id": "GHXY5QuJRxSIrfkfcaBzUg",
   "currency": "USD",
   "country": "US",
   "bank_details": {
      "account_country": "US",
      "account_name": "John Smith",
      "account_number": "1234567",
      "bank_code": "123456789",
      "bank_identifier_code": "BOFAUS22XXX",
      "bank_name": "Bank of America "
   },
   "entity": {
      "address_city": "Los Angeles",
      "address_country": "US",
      "address_country_subdivision": "CA",
      "address_line_1": "944 Fairfield Street",
      "address_postal_code": "90210",
      "date_of_birth": "1970-01-01",
      "individual_first_name": "Smith",
      "individual_last_name": "Johny"
   },
   "user_tags": {
      "department": "R&D",
      "cost_center": "US"
   },
   "active": false
}
{
  "error": "bad_request",
  "description": "Validation errors: {\"type\":\"INDIVIDUAL\",\"id\":\"5SYjAkHqXHW0Z2cqBRW4JAAA\",\"cou... at root failed with \"Missing property org_id\"",
  "error_code": 400
}
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Last updated 8 months ago