Table of Contents
Step 1: Sign In / Sign Up
Step 2: Request Access
Introduction
The CashPro API – Connected Banking solution is designed for clients using Trovata that wish to receive an automated feed of their CashPro Information Reporting directly into Trovata and/or initiate select payments via API.
All steps below are completed in the Bank of America CashPro Developer Studio. If you are not currently a Developer Studio user, complete Step 1 (Sign In / Sign Up) before requesting production credentials in Step 2.
Step 1: Sign In / Sign Up
Go to the CashPro Developer Studio and click the Sign up / Sign in link at the top right of the page.
Note: You may want to have a notepad handy – sign-up requires 6 security questions.
Complete all required fields to finish sign-up.
You will be emailed an access code to complete the sign-up.
With your first sign-in, you may be prompted to complete security challenge questions.
Step 2: Request Access
Once you can sign in to the Developer Studio, click the Request access button at the top right of your user dashboard (the landing page after you log in).
Note: Trovata supports Account Information and Payments.
On the Request access page, you will default to the CashPro Client API Access tab. Click the Request Client Production Access button under the Client Production section (right side of the page).
Request access page:
On the next screen, under Select platform, choose CashPro, then click Continue.
On the Integration details screen:
If prompted, enter your CashPro company ID in all lowercase letters.
For How will you connect to the APIs?, select Using a third party provider.
Select Trovata from the Vendor name drop-down.
Under Vendor details, enter the Trovata administrator details:
Trovata administrator name: Jelani Vassall
Trovata administrator email: integrations@trovata.io
Enter the Secret manager contact information. The Secret manager is a second person at your company who will receive the Secret portion of the API credential via secure email once the request is approved.
Click Continue.
View when Trovata is selected:
On the Select APIs page, select the API(s) you will use with the Trovata – CashPro Connected Banking solution:
Your CashPro company ID must already be set up and entitled for the underlying products/services you select in order to be granted production credentials.
When CashPro Reporting (Balances, Transactions) is selected, enter the CashPro User ID that is individually entitled to view the accounts/information reporting activity in production today. This is the individual CashPro User ID, not the company-level CashPro company ID.
Important: The Trovata connection will use authentication tokens associated with this CashPro User ID. If this user's access ever changes or the user leaves the company, the authentication will break and a new request will need to be completed to transfer it.
If Payments is in scope for your implementation, select all payment API options. If you are requesting access to ISO XML payments, enter your Sender ID in all capital letters.
Click Continue at the bottom of the page to move to the Review request details page.
View when all available APIs are selected:
On the Review request details page, review all options selected and data entered.
If everything looks accurate, click Submit at the bottom of the page. This completes the production credential request, and you will receive your credentials in up to 2 business days, assuming there are no issues with the request.
Step 3: Production Credential Provisioning
Once the onboarding request is accepted, credentials will be provisioned within a business day.
The client Secret will be sent to the Secret manager named in Step 2 via secure email (from "CPO Secure EmailService", Cashproonlinereports@bankofamerica.com).
The Application ID and Client ID will be visible on the requestor's CashPro Developer Studio dashboard once the credentials are provisioned.
Step 4: Sharing Your Production Credentials with Trovata
Once your production credentials are provisioned, send the following to Trovata through Trovata's secure in-product chat so we can configure the connection:
Application ID – found on your CashPro Developer Studio dashboard.
Client ID – found on your CashPro Developer Studio dashboard.
Secret – sent to your Secret manager via secure email. Please copy and paste the Secret when you share it with us (do not screenshot).
Account List & Bank IDs (i.e. Routing Numbers) – run a classic cash balance report in CashPro and export it as CSV or Excel. The account list will show the CashPro Bank IDs next to the full account number, including leading zeros.