Enabling WCBS API integration

After WCBS have installed the API, they should send you an API link. Log into this link using your PASS credential.

Create a third-party license using the information below:

· code: esenda

· name: Esenda

· contact: esenda

· details: Integrated payment provider

From the newly created third-party license retrieve the Client ID and Client Secret and enter them into the esenda portal, pressing the 3 dots and Settings:

Enter the following details in the Finance Systems menu:

Billing Provider = WCBS
API URL = {Same URL that WCBS provided, but add /api on the end
Client ID = {from the WCBS API portal}
Client Secret = {from the WCBS API portal}

Press the 'Test integration' button to test the connection and wait until it shows a PASS message. If it doesn't then the information entered is incorrect. Please check the API shows a forward slash api at the end. If that still fails, please contact [email protected]

Press the 'Save details' button to save the connection details.

Setting up GDPR Settings

Please use the WCBS guide to help make the changes needed for reconciliation to work. (Page 15-17 - PDF - FAQ_P00283GDPR-Data-Management-Tools-User-Guide.PDF ) or follow the quick steps below:

Go to Database > Individuals Multi-Select Consent
Use the form to select all Pupil record and click 'Select'
Select pupils and click 'Update' at the top of the screen
Repeat the above steps for the Billing Account and Contact records
Set up a test invoice

PLEASE NOTE: If you cannot see the 3^rd Party Consent option, you would need to refer to page 15 of the guide to enable this for the users in PASS that would require access to this functionality.

** Any new billing accounts added afterwards, will also need to have this option enabled - as they do not update automatically **