Effortless customer verification now available   View changelog
SpherePaySpherePay

Go Live Checklist

A checklist to help you go live with SpherePay.

Checklist

  1. Get access /guide/dashboard/getting-access
  2. Generate API key /guide/reference/api-key
  3. Complete onboarding requirements (KYC/KYB) /guide/compliance
  4. Create a transfer /guide/product-guides/transfers-api
  5. Track status /guide/product-guides/transfers-api
  6. Review operational timelines /guide/dashboard/settlement

Onboarding a customer step by step

  1. Create a customer /guide/compliance
  2. Onboard the customer successfully
    1. Individual Customer /guide/compliance/individual/kyc-via-api
    2. Business Customer /guide/compliance/business/kyb-via-api
  3. Register a bank account /guide/product-guides/bank-accounts
  4. Register a wallet /guide/product-guides/wallets
  5. Create a transfer /guide/product-guides/transfers-api
  6. Track status /guide/product-guides/transfers-api
  7. Review operational timelines /guide/dashboard/settlement