Guides¶
There are two guides, one for each way you work with TransactAPI. Choose the one that matches your role.
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For engineers integrating TransactAPI into an investment platform. Follows an integration step by step, from setting up an offering through onboarding and qualifying investors, creating trades, collecting payment, and going live. It also covers the concepts every integration relies on: authentication, list endpoints, and webhooks.
New to TransactAPI? Start with Getting Started to get sandbox credentials and make your first request.
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For operations and compliance staff who use the Transact Portal. Explains each area of the portal: finding and updating accounts, parties, offerings, and trades; reviewing KYC/AML and accreditation; exporting reports; and managing users, API keys, and webhooks.
For endpoint-level detail, such as parameters, responses, permissions, and error codes, see the API Reference.