Creating a Transaction

You can create a transaction through your portal or the API.

Through the portal

1. Log in to your portal

2. Select Transactions > Add new

1. Fill in all the fields

• Transaction Type

  • Fund Zūm Wallet FundingSource → Zūm Wallet

  • Withdraw Zūm Wallet Zūm Wallet → FundingSource

  • Accounts Payable FundingSource/Zūm Wallet → User

  • Accounts Receivable User → FundingSource/Zūm Wallet

• Transaction method

  1. EFT

  2. Interac

  3. VisaDirect

  4. CreditCard

• From: (Originating account)

• To: (Destination account)

• Amount ($)

• Memo (optional; up to 15 characters)

• Comment (optional)

• Security Question and Answer (Optional: If Auto-deposit not available)

• Click Save

Through the API

For instructions on our to create transactions utilizing the API please refer to our documentation.