To get Truv quickly implemented in your app, test it and make it production-ready, we recommend following the step-by-step guide below:

  1. Get your API keys from Dashboard
  2. Go through Quickstart with product parameter set to income.
  3. Make test requests using Postman
  4. Implement Truv Bridge and exchange tokens.
  5. Implement API to collect verified data.
  6. Test your implementation, refer to Testing.
  7. Processing of documents such as PDF files from payroll providers can take time if account has a lot of data. Make sure you account for data processing times.
  8. Download documents and reports from Truv servers.
  9. When implementing data refresh, visit Refresh mode and Data Refresh in API reference.
  10. Use Events to track events inside Truv Bridge. Callbacks will allow you to have funnel analytics.
  11. Check all boxes in Launch checklist and you're ready to go live!

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