Relevant pre-reading:

• External : Getting Started in the Canopy Sandbox: Core Workflows
• External : Understanding Policy Configuration in Canopy
• External : Testing in UAT with Migration Mode

<aside> 🎉 Congrats! If you’ve arrived at this guide, you should already be familiar with the core workflows in Canopy and have run through them successfully in the Canopy Sandbox

1. Creating a product
2. Onboarding borrowers
3. Simulating transaction activity

</aside>

After you’ve completed the core workflow, you can start to use more nuanced and advance features.

Key Concepts

Data Integrations

• Payment Processor Integrations: [full tutorial coming soon] — if support is needed, please contact support@canopyservicing.com

  • Connect Canopy to your external payment processor with a single API call.
  • In your create account workflow, ensure that the account’s payment processor config is included in every payload. (Alternatively, construct a journey in your application for a borrower to set this up later)

• Issuer Processor Integrations: [Tutorial coming soon] — if support is needed, please contact support@canopyservicing.com

  External: Using the Canopy Lithic Integration

  External - Using the Canopy Galileo Integration

• Metro2 Integrations: [Tutorial coming soon]