Exigo Web Services API v2022.12.19.1

SetAccountChecking

Setup bank account on file an existing customer, or new customer in a transaction. You can also empty the account settings by simply leaving everything but CustomerID empty.

Note: This request can participate in a transaction. Learn more about transactions.

Input Properties

SetAccountCheckingRequest
PropertyData TypeNotes
CustomerIDInt32Unique numeric identifier for customer record.
BankAccountNumberStringOptional.
BankRoutingNumberStringOptional.
BankNameStringOptional.
BankAccountType BankAccountTypeOptional. The type of bank account. Defaults to CheckingPersonal.
NameOnAccountStringOptional.
UseMainAddressBooleanIf true, the customer's main address on file will be used. If UseMainAddress is set to true, do not submit a seperate billing address.
BillingAddressStringOptional.
BillingCityStringOptional.
BillingStateStringOptional. The state of the account's billing address. If UseMainAddress is set to true, do not set this field.
BillingZipStringOptional.
BillingCountryStringOptional. The country of the account's billing address. If UseMainAddress is set to true, do not set this field.
DriversLicenseNumberStringOptional.
IbanStringOptional.
SwiftCodeStringOptional.
CustomerKeyStringOptional. Unique alpha numeric identifier for customer record. Exeption will occur if CustomerID & CustomerKey are provided.

Output Properties

SetAccountResponse
PropertyData TypeNotes

Http Request

PUT https://yourcompany-api.exigo.com/3.0/account/checking HTTP/1.1
Content-Type: application/json
Authorization: Basic base64Encoded(yourlogin@yourcompany:yourpassword)

{ "customerID": 1, "bankAccountNumber": "", "bankRoutingNumber": "", "bankName": "", "bankAccountType": null, "nameOnAccount": "", "useMainAddress": true, "billingAddress": "", "billingCity": "", "billingZip": "", "driversLicenseNumber": "", "customerKey": "1" }

Http Response

HTTP/1.1 200 OK
Content-Type: application/json; charset=utf-8
Content-Length: length

{ "result": null }

Soap Request

The following is a sample SOAP 1.1 request and response. The placeholders shown need to be replaced with actual values.

POST /3.0/ExigoApi.asmx HTTP/1.1
Host: lifewave-api.exigo.com
Content-Type: text/xml; charset=utf-8
Content-Length: length
SOAPAction: "https://api.exigo.com/SetAccountChecking"

<?xml version="1.0" encoding="utf-8"?>
<soap:Envelope 
xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
xmlns:xsd="http://www.w3.org/2001/XMLSchema"
xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Header> <ApiAuthentication xmlns="http://api.exigo.com/"> <LoginName>string</LoginName> <Password>string</Password> <Company>string</Company> <Identity>string</Identity> <RequestTimeUtc>dateTime</RequestTimeUtc> <Signature>string</Signature> </ApiAuthentication> </soap:Header> <soap:Body> <SetAccountCheckingRequest xmlns="http://api.exigo.com/"> <CustomerID>int</CustomerID> <BankAccountNumber>string</BankAccountNumber> <BankRoutingNumber>string</BankRoutingNumber> <BankName>string</BankName> <BankAccountType>CheckingPersonal or CheckingBusiness or SavingsPersonal or SavingsBusiness</BankAccountType> <NameOnAccount>string</NameOnAccount> <UseMainAddress>boolean</UseMainAddress> <BillingAddress>string</BillingAddress> <BillingCity>string</BillingCity> <BillingState>string</BillingState> <BillingZip>string</BillingZip> <BillingCountry>string</BillingCountry> <DriversLicenseNumber>string</DriversLicenseNumber> <Iban>string</Iban> <SwiftCode>string</SwiftCode> <CustomerKey>string</CustomerKey> </SetAccountCheckingRequest> </soap:Body> </soap:Envelope>

Soap Response

HTTP/1.1 200 OK
Content-Type: text/xml; charset=utf-8
Content-Length: length

<?xml version="1.0" encoding="utf-8"?>
<soap:Envelope 
xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
xmlns:xsd="http://www.w3.org/2001/XMLSchema"
xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"> <soap:Body> <SetAccountCheckingResult xmlns="http://api.exigo.com/" /> </soap:Body> </soap:Envelope>

C# Rest Client

Install Nuget package Exigo.Api.Client

try

{

    //Create Api Client

    var api = new ExigoApiClient("yourcmpany", "yourlogin", "yourpassword");

 

    //Create Request

    var req = new SetAccountCheckingRequest();

 

    req.CustomerID = 1;             //Unique numeric identifier for customer record.

    req.BankAccountNumber = "1";

    req.BankRoutingNumber = "1";

    req.BankName = "1";

    req.BankAccountType = BankAccountType.CheckingPersonal;        //The type of bank account

    req.NameOnAccount = "1";

    req.UseMainAddress = true;         //If true, the customer's main address on file will be used. If UseMainAddress is set to true, do not submit a seperate billing address

    req.BillingAddress = "1";

    req.BillingCity = "1";

    req.BillingZip = "1";

    req.DriversLicenseNumber = "1";

    req.CustomerKey = "1";          //Unique alpha numeric identifier for customer record. Exeption will occur if CustomerID & CustomerKey are provided.

 

    //Send Request to Server and Get Response

    var res = await api.SetAccountCheckingAsync(req);

 

    //Now examine the results:

}

catch (Exception ex)

{

    Console.WriteLine("Error: " + ex.Message);

}

C# Soap Client

try

{

    //Create Main API Context Object

    ExigoApi api = new ExigoApi();

 

    //Create Authentication Header

    ApiAuthentication auth = new ApiAuthentication();

    auth.LoginName = "yourLoginName";

    auth.Password = "yourPassword";

    auth.Company = "yourCompany";

    api.ApiAuthenticationValue = auth;

 

    //Create Request

    SetAccountCheckingRequest req = new SetAccountCheckingRequest();

 

    req.CustomerID = 1;             //Unique numeric identifier for customer record.

    req.BankAccountNumber = "1";

    req.BankRoutingNumber = "1";

    req.BankName = "1";

    req.BankAccountType = BankAccountType.CheckingPersonal;        //The type of bank account

    req.NameOnAccount = "1";

    req.UseMainAddress = true;         //If true, the customer's main address on file will be used. If UseMainAddress is set to true, do not submit a seperate billing address

    req.BillingAddress = "1";

    req.BillingCity = "1";

    req.BillingZip = "1";

    req.DriversLicenseNumber = "1";

    req.CustomerKey = "1";          //Unique alpha numeric identifier for customer record. Exeption will occur if CustomerID & CustomerKey are provided.

 

    //Send Request to Server and Get Response

    SetAccountResponse res = api.SetAccountChecking(req);

 

    //Now examine the results:

}

catch (Exception ex)

{

    Console.WriteLine("Error: " + ex.Message);

}

VB.Net

Try

    'Create Main API Context Object

    Dim api as new ExigoApi()

 

    'Create Authentication Header

    Dim auth as new ApiAuthentication()

    auth.LoginName = "yourLoginName"

    auth.Password = "yourPassword"

    auth.Company = "yourCompany"

    api.ApiAuthenticationValue = auth

 

    'Create Request

    Dim req as new SetAccountCheckingRequest()

 

    req.CustomerID = 1

    req.BankAccountNumber = "1"

    req.BankRoutingNumber = "1"

    req.BankName = "1"

    req.BankAccountType = BankAccountType.CheckingPersonal

    req.NameOnAccount = "1"

    req.UseMainAddress = true

    req.BillingAddress = "1"

    req.BillingCity = "1"

    req.BillingZip = "1"

    req.DriversLicenseNumber = "1"

    req.CustomerKey = "1"

 

    'Send Request to Server and Get Response

    Dim res As SetAccountResponse = api.SetAccountChecking(req)

 

    'Now examine the results:

Catch ex As Exception

    Console.WriteLine("Error: " & ex.Message)

End Try

PHP

Note: PHP is not officially supported.

<?php

try

{

    //Setup the SoapClient and Authentication

    $api = new SoapClient("http://api.exigo.com/3.0/ExigoApi.asmx?WSDL");

    $ns = "http://api.exigo.com/";

    $auth = array()

    $auth["LoginName"] = new SoapVar("yourLoginName",XSD_STRING,null,null,null,$ns);

    $auth["Password"] = new SoapVar("yourPassword",XSD_STRING,null,null,null,$ns);

    $auth["Company"] = new SoapVar("yourCompany",XSD_STRING,null,null,null,$ns);

    $headerBody = new SoapVar($auth, SOAP_ENC_OBJECT);

    $header = new SoapHeader($ns, 'ApiAuthentication', $headerBody);

    $api->__setSoapHeaders(array($header));

 

    //Create Request

 

    $req->CustomerID = 1;

    $req->BankAccountNumber = "1";

    $req->BankRoutingNumber = "1";

    $req->BankName = "1";

    $req->BankAccountType = 1;

    $req->NameOnAccount = "1";

    $req->UseMainAddress = 1;

    $req->BillingAddress = "1";

    $req->BillingCity = "1";

    $req->BillingZip = "1";

    $req->DriversLicenseNumber = "1";

    $req->CustomerKey = "1";

 

    //Send Request to Server and Get Response

    $res = $api.SetAccountChecking($req);

 

    //Now examine the results:

}

catch (SoapFault $ex)

{

    echo "Error: ", $ex->getMessage();

}

?>

Java

Note: Java is not officially supported.

try

{

    //Create Main API Context Object

    ExigoApi api = new ExigoApi();

 

    //Create Authentication Header

    ApiAuthentication auth = new ApiAuthentication();

    auth.setLoginName("yourLoginName");

    auth.setPassword("yourPassword");

    auth.setCompany("yourCompany");

    api.setApiAuthenticationValue(auth);

 

    //Create Request

    SetAccountCheckingRequest req = new SetAccountCheckingRequest();

 

    req.setCustomerID(1);

    req.setBankAccountNumber("1");

    req.setBankRoutingNumber("1");

    req.setBankName("1");

    req.setBankAccountType(1);

    req.setNameOnAccount("1");

    req.setUseMainAddress(1);

    req.setBillingAddress("1");

    req.setBillingCity("1");

    req.setBillingZip("1");

    req.setDriversLicenseNumber("1");

    req.setCustomerKey("1");

 

    //Send Request to Server and Get Response

    SetAccountResponse res = api.getExigoApiSoap().setAccountChecking(req, auth);

 

    //Now examine the results:

}

catch (Exception ex)

{

    System.out.println("Error: " + ex.getMessage());

}

CSV

This method does not support csv output.