Estimated Time: Instant (no approval needed from Netbank)

• Log in using the Netbank Virtual Profile Credentials that you've nominated (or provided by Netbank).

• Generate the Sandbox/UAT API credentials by navigating to the "Credential Management" section and clicking the "Generate Client ID & Secret" button to obtain the credentials needed for Sandbox/UAT API testing.

  

• Select "UAT Environment" click "Select" button, and complete the form.

  

• Receive and take note of the UAT Access Credentials (auto-generated)

• Begin integrating and testing each product's functionality. Review the technical documentation for our Products and Solutions.

Estimated Time: Instant (no approval needed from Netbank)

• Create a dummy corporate bank account (Note: To monitor the movement of balances, you can create two dummy accounts that will serve as source and destination accounts).

• Log in to the Netbank Virtual Partner Dashboard

• Navigate to the "UAT Corporate Bank Accounts" tab in the "Bank Account" section

• Click "Open a Netbank Corporate Bank Account" button and fill out the dummy Corporate Bank Account Opening Form. (Note: You can input any details and upload sample documents only, as this is not a real account.)

  

• A dummy Corporate Bank Account under your Company's name will be created in UAT and you will receive the Corporate Bank Account details (Account Number and Customer Id) which you can use for simulation purposes.

• You may add funds into the dummy Corporate Bank Account by clicking on the "View" action of the account in the UAT Account List.

  

• Click "Add Balance" button and input the desired balance to be added to the account.

  

Estimated Time: 1-2 working days

For Local Collect:

• Notify Netbank of the UAT corporate bank account to assign the partner alias. Click [here] for more information on the Virtual Collection Account (VCA).

• If you are setting up a webhook, provide the URL where Netbank will send the incoming/payin notification webhooks.

For Local Payout:

• Notify Netbank of the UAT corporate bank account to assign the partner alias. Click [here] for more information on the Virtual Collection Account (VCA).

• If you are setting up a webhook, provide the URL where Netbank will send the incoming/payin notification webhooks.

Click [here] for more information on webhooks.

Estimated Time: Depending on how quickly the client conducts the testing.

• Update the credentials and endpoints in your own apps or systems to prepare for UAT.

• Download the test script below based on the product you will be implementing. This will serve as your guide for testing different scenarios. Note: Inform the Netbank Onboarding team about what you plan to test so they can guide you on which test script to download.

  • COLLECT-AS-A-SERVICE
    • This solution allows clients and end-users to receive funds from other bank/e-wallet accounts and over-the-counter channels for various purposes, such as payments or remittances. (Download test script here)
  • DISBURSE-AS-A-SERVICE
    • This solution allows clients and end-users to send funds to other bank/e-wallet accounts and over-the-counter channels for various purposes, such as payments or remittances. (Download test script here)
  • ACCOUNT-AS-A-SERVICE
    • This solution allows clients and end-users to hold funds in a bank account for various purposes, such as operations or interest earnings. (Download test script here)

• Perform performance testing and QA in UAT environment

• Verify that API requests are processed and recorded correctly using the inquiry APIs and the "Channel Transactions" section.

  

Refer to the tech onboarding email sent by the Netbank Onboarding Team for materials that can serve as references for your testing and integration.

Estimated Time: 1-2 working days

• Once UAT testing is complete, email the finalized test scripts to support@netbank.ph. Netbank will notify you once signed off in UAT.

• For the legal agreements, including the BaaS License Agreement [download here], Client Assessment Checklist [download here], and other necessary agreements and account opening requirements, you may coordinate with Netbank for assistance.

Estimated Time: 3-5 working days from the time all documents are submitted to Netbank for Know-Your-Business (KYB) checking

• Log in to the Netbank Virtual Partner Dashboard, navigate to the "Credential Management" section, and click the "Generate Client ID & Secret" button.

  

• Select "PROD Environment" click "Select" button, and complete the form.

  

• Tick the UAT Sign Off to signify that you have fully tested the integration.

• Submit the request

*Netbank will review your request and ensure that all agreements are in place.

*Netbank will approve your request

Estimated Time: 3-5 working days from the time all documents are submitted to Netbank for Know-Your-Business (KYB) checking

• Navigate to the "Live Corporate Bank Accounts" tab of the "Bank Account" section.

• Click "Open a Netbank Bank Account" button.

• Fill out the Corporate Bank Account Opening Form. Here’s the [link] to guide you.

  

• A Limited Corporate Bank Account under your Company's name will be created in PROD and you will receive the Corporate Bank Account details (Account Number and Customer Id) which you CANNOT use for transactions until Netbank finishes its Know-Your-Business (KYB) review.

• Netbank will review your request

• Netbank will inform you as soon as the account has been upgraded to a Netbank Regular Savings account

Estimated Time: 1-2 working days

• Receive the necessary PROD access credentials.

• Update the credentials and endpoints in your apps or systems to prepare for PROD.

• Perform a pilot transaction before proceeding with full-scale implementation to ensure everything behaves as expected in the PROD environment.

• Email the transaction IDs to support@netbank.ph for Netbank to verify the records.

• Go Live.