Set up your TrueLayer account for plugins

1. Set up your Console account

1. Go to Console.
2. Sign up to Console and verify your account. Make sure to check your spam for an email from us. If you don’t see an email at all, check that your company hasn’t auto-blocked the email.
3. Create a new application, choose a client ID and download your client_secret. These are credentials that identify you and secure your payments.
   Your client_id must be between 4 and 30 lowercase characters, including letters and numbers. You can't use special characters. Include the name of your business or a variation on it.
   Save your client secret somewhere safe, where you can find it in future. Don’t share it.

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💡 Sandbox and live client credentials look different

Sandbox client_ids have sandbox at the beginning, like this: sandbox-clienttesting-742f0b .

The corresponding live client_id would look like this: clienttesting-742f0b .

1. In the top-right corner, switch the toggle so that Live is greyed out.
2. Go to Payments.

3. If you are using WooCommerce or Magento, generate a private key and its corresponding public key. These are files which contain required credentials that you'll enter into the plugin later. To learn how to generate these files step by step, see the guide below.
   Store them in a secure place. Only you know your private key, which provides an additional and essential layer of security.
   Using Shopify? Skip to creating a merchant account.

Key generation: a quick guide

To generate your public and private keys, you will need to use your command line. This program allows you to generate files and carry out commands on your device through code commands. Follow the steps below to create your keys with minimal code:

1. Open Terminal on Mac or Command Prompt on Windows.
   For Mac: search in Finder for Terminal, or press Cmd+Space and search “Terminal”.
   For Windows: Click Start and search for "Command Prompt", or press Ctrl+R on your keyboard, type "cmd" and then click OK.
2. Copy and paste the commands below into your terminal to generate your key pair:

3. Press Enter. The keys, which are .pem files named ec512-private-key.pem and ec512-public-key.pem by default, appear in your current working directory.

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Find out what your working directory is

Input "pwd" on Mac or "cd" on Windows into your terminal, and hit Enter.

This will generate the path to the directory where your keys are saved. Locate them and make sure that both of your keys are securely stored.

To search your computer, use Cmd+Space or open Finder using Cmd+N on Mac. For Windows, use File Explorer (it will either be in the taskbar or Start menu). Type “ec512” into the search bar to see both the private and public keys.

4. In Console, click Payments in the left navigation bar, then click Get Started.
5. In Signing keys, click the + button to upload your public key.
   The KID is a unique value associated with that specific public key, which you will use to configure the plugin later.

2. Create a merchant account

In this step, you set up a sandbox bank account for test payments to go into. No real money moves into or out of this account. Note that to use plugins, you must have a merchant account in the currencies you want to accept payments in.

1. Navigate to the Merchant Account subpage in the Payments section of Console.
2. Create your merchant account.
3. Enter the name you want your merchant account to have.
   This can either be a company name or a person's name: it will be what your customers see on their bank statement after they pay you. Then click CREATE.

3. Set your webhook and redirect URIs

The webhook URI is the place where we send status updates on your payments: for example, when payments land in your account or when they fail.

The redirect URI is the page that you send your customers to after they authorise a payment. You can set more than one of these in Console, but you only need one to start accepting payments.

To start accepting payments through TrueLayer, you need to use a specific set of URIs depending on your platform.

1. Under Payments API, go to Settings > Webhook URI.
   Change this to the value below, depending on which platform you are using:

2. Click the cog icon in the top-left to open App Settings.
3. Click the + icon next to Allowed redirect URIs.
4. Add a redirect URI to the list, depending on which platform you are using:

You've now configured your TrueLayer account for sandbox payments.

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Get in touch with us

We recommend that you reach out to one of our Sales team early in your setup process, around when you start testing in sandbox. We'll kick off the process of verifying your business, so that you can start accepting payments as soon as possible when you're ready to go live.

Before you move into production, we will need to verify your:

• client_id
• merchant account
• business bank account (especially if you plan to enable sweeping)

If you're interested in accepting payments from banks in private beta, reach out to the team and we can assess your request.

Got a question that can’t be answered in this guide? Open a support ticket. You can do this via our Help Centre.