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This repository has been archived by the owner on Jul 25, 2022. It is now read-only.
Damir Gainetdinov edited this page Aug 25, 2016 · 11 revisions

How to start using ExMoney

To start using ExMoney you will need to create a Saltedge account and to deploy ExMoney to your server(VPS or Heroku).

  1. Go to saltedge.com and register a new account.

  2. Generate a pair of RSA keys according to instructions, public key should be filled in on Profile page.

  3. Make sure that you can Run ExMoney locally

  4. To make sure that you've set all credentials and RSA keys correctly, run the following command in console(iex -S mix):
    iex(5)> ExMoney.Saltedge.Client.request(:get, "countries")
    You should get a list of country codes.

  5. Deploy ExMoney. Instructions provided for Heroku.

  6. Once ExMoney is deployed, provide callback urls on callbacks page.
    Callbacks look like the following:
    https://your-app-url/callbacks/success
    https://your-app-url/callbacks/failure
    https://your-app-url/callbacks/notify
    https://your-app-url/callbacks/destroy
    https://your-app-url/callbacks/interactive

  7. Ask Saltedge to upgrade your account to 'Test'

In order to upgrade the status from Pending, you have to:

Provide the main URL, e-mail and name of the organization in the Account section of your profile. These can be filled in the Address section of your Profile;
Provide valid Callback URLs. Their purpose is described in the Callbacks section of this guide;
Contact us using the Contact form with an upgrade request or send us an e-mail at support@saltedge.com.
We will examine your application and upgrade it to the Test status as soon as possible.

Once your account is set to Test, you can go to your-ex-money-address.com/settings/logins and click New. The link will redirect you to Saltedge Connect page where you can enter your bank account credentials. Saltedge will contact your bank and fetch bank transactions for you, once it's done, Saltedge will send a callback to success endpoint and redirect you back to your ExMoney address and you should see synced transactions.

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