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Help Center

General Questions

General Questions

How do I assign API permissions to a user in TransactAPI?

Going Live (Production)

In the Pre-Live Certification checklist it specifies a returns process, can we get more detail around what is expected?

How do we go live (get production keys)?

Uploading Documents

What is needed as a payload for the `userfile0` parameter?

System Notifications

Is there some place where I can monitor the current status of TransactAPI?

How do I get notifications for API upgrades / maintenance?

How do I view what an error code means?

User Access

How do I set up Google Authenticator for two factor authentication?

Can I add new users to the TransactAPI admin panel?

North Capital Private Securities

WHY USE ESCROW FOR REGULATION D?

What are some things I should consider when doing real estate due diligence?

Why would I need an API for alternative investments?

Information on Crowdfunding Technology & Compliance

Which offering exemption should you choose?

Where can I submit my OBA (Outside Business Activity)?

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Developer Keys

How can we rotate out our API keys?

Workflows

TransactAPI Workflows

API Error Messages

What are all possible API error codes?

Webhooks

How do I set up webhooks and/or email notifications for certain events?

How can I authenticate that a webhook is from the TransactAPI server?

How can I encrypt webhook events?