Widget Setup

Owned by Philip Awopetu
Last updated: Dec 03, 2024
3 min read

Account Aggregator allows merchants to create as many widgets/apps as possible. Upon successful creation of the widget/app, merchants will be able to directly integrate the widget/app into their platforms via the customized link for the widget/app.

How to Setup Your Widget

Step 1: Log in to the Decide Dashboard.

Step 2: Navigate to the "Apps" section.

🚧

Apps (Beta)

This solution is currently in the BETA phase of launch and would be experiencing improvements and updates frequently as we observe it's performance. Your feedback is highly appreciated.

Step 3: Click on the “+ Create App” button.

Step 4: Input the name of your app/widget tool.

Step 5: Customize to your desired color preference.

Step 6: Click on the "Next" button.

Step 7: Input the preferred success message you wish to display to your customers.

Step 8: Permit your customers upload multiple accounts or not.

Step 9: Configure to perform auto analysis or not.

Step 10: Input the Callback URL

Step 11: Click on "Publish" to complete the widget creation or setup process.

❗️

Attention

Link Multiple Account is a feature that allows your widget tool to accept more than one bank statement from the same customer. So, if you customers have more than one bank statement they wish to upload, this can be done in one journey.

Auto Analysis is a feature that automatically analyzes the bank statements received through this specific widget tool. If this feature is not active, then all statements received will not be automatically analyzed and you (the merchant) will need to take an extra step (on your dashboard) to perform an analysis on the statements received.

Callback URL is a feature that allows your customers to be redirected to a different link once they are done with uploading their statements. For example, when your customer is done uploading their statement and you want them to be redirected back to your website/platform, simply put your website URL into the callback URL field.

Step 12: Congratulations. Your widget/app is successfully created.

👍

Widget/App Created Successfully

A few things to note, when you get to this page, you can either copy the link and use later or you can open the link and explore the app directly.

What to do next...)