Table of Contents
Step 1: Submitting for API Credentials (Connection Steps)
Navigate to the Bank of America CashPro API Developer Portal Homepage
Select “Sign up”, then create an account user id by entering your First Name, Last Name, and Email
Enter the Access code sent to the email you listed on the previous page
The email you receive will be titled “Sign up for CashPro API Developer Portal Account Access Code” and will be sent from “alerts@cashproalerts.bofa.com”
Create a passcode for your user profile
Sign into your user account
Note: your user ID is set to the email address you entered while signing up
Complete the First time sign in by Creating challenge questions
Once you are signed in, navigate to “Your dashboard” on the top of the
screen. Select the “Request production access” button in the bottom right.
You will be routed to the Get access form. Select “CashPro” as the platform.
Fill out the required Integration detail fields. The “Secret manager” must be
the individual completing the form and must be a CashPro user admin on all
of the accounts the client would like to include in their Trovata instance.
Select Indirect for Integration type, then select Trovata as the Vendor name.
The Trovata administrator name is “Jelani Vassall”
The Trovata administrator email is “integrations@trovata.io”
Select the API “CashPro Reporting (Balances, Transactions)”, then enter the Cashpro User ID.
The Trovata connection will use authentication tokens associated to this CashPro User ID. If the user’s access ever changes or the user leaves the company, the authentication will be broken. Another form will have to be completed for the authentication to be transferred.
If payments is in scope for this implementation, please select all payment API options.
Verify all information entered on the form is correct.
After you submit, the request will be routed to the BoA API Operations
Team
Step 2: Retrieving Your Credentials Once Approved
You will receive a “New client API access request” from
alerts@cashproalerts.bofa.com. You will also need to send us the following through Trovata's secure in-product chat:
Confirmation ID
Included in the email above.
Account List & Bank IDs (i.e. Routing Numbers)
For Account List and Bank IDs: Run a classic cash balance report in CashPro and export in CSV or Excel. The account list will have the CashPro BankIDs next to the full account number with leading zero.
Client ID
For Client ID: Log into the BofA Developer portal API dashboard. You will find the Client ID under the "Issued API credentials" tab.
Client Secret
Upon clicking into the application, you'll find the Client Secret. Please copy this when you share it with us (do not screenshot).
