Summary of steps to get setup:

1. Log into the portal (you can request credentials at

2. Create API username and password (You will need these credentials for tech integration)

3. Integrate the widget into your website with theĀ integration docs

4. Do some test transactions (click on Services > EFTSecure > Show demo transactions to make them visible)

5. Add a bank account (if profile is in DEMO MODE, you can enter dummy bank login data)

6. Send us a message to disable DEMO MODE when ready to go LIVE