The following guide will help you migrate your existing users from the Connect Flow to the Customer Profile Flow.
Table of Contents
Migration Checklist
- [ ] Create customer profiles for existing users
- [ ] Store response of customer profiles created
- [ ] Migrate users by calling the Create a virtual bank account API and passing your existing
merchant_ref and user_api_token
- [ ] Take note of users who triggered the
CR-001 blocked code and send them a email notification (Learn more)
- [ ] Check if the VA returned in virtual account creation matches with existing VA from Connect Flow
- [ ] Remove OTP requirement for new users
Customer Profile
The Customer Profile API allows you to create customer profiles for your users. Users who have a guest or StraitsX account can be linked to a new customer profile, increasing the transfer limit from S$20,000 to S$200,000.
Customer Profile Flow
Customer Profile Flow
Overview of Changes
- We have migrated our API docs from https://docs.xfers.com/v3-SG/reference to https://docs.straitsx.com/docs.
- OTP confirmation is no longer required.
- Existing connect users can be migrated to the Customer Profile Flow together with their bank accounts and updating the user’s virtual account is not required.
customer_profile_id will be used as an user identifier instead of X-XFERS-USER-API-KEY.