API – Update Payment Profile

General

This article explains how to update payment profiles through the API, but we also have articles show how to make changes within the LoanPro UI or the Secure Payments UI.

LoanPro uses Secure Payments (formerly PCI Wallet) to securely save payment profile information. However, there are values associated with a payment profile that is saved in LoanPro. If you are a user of LoanPro and not just Secure Payments, we recommend a two-step approach to updating your payment profiles.

Step 1 - Update Secure Payments

The first step is to update the payment profile in Secure Payments. this will update the core profile information. Do this using the following:

Method: PUT

Endpoint: https://pciwallet.simnang.com/api/checking-account

Payload:

​{​
​  "token": "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",​
​  "checking-account": {​
​    "accountholder_name": "Andy Goodson",​
​    "account_number": "123456789",​
​    "routing_number": "123456789",​
​    "bank_name": "FIRST BANK",​
​    "eft_branch_number": "",​
​    "eft_institution_number": "",​
​    "address": "123 OAK LANE",​
​    "city": "SCHENECTADY",​
​    "country": "USA",​
​    "zipcode": "1234567890",​
​    "state": "NY",​
​    "account_type": "checking"​
​  }​
​}

Step 2 - Update LoanPro

The second step is to update the peripheral information in LoanPro. To do this, use the following:

Endpoint: https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers({Customer ID})

Method: PUT

Payload:

{
  "id": "4",
  "PaymentAccounts": {
    "results": [
      {
        "id": 4,
        "title": "Bank Account 08/15/2020",
        "__id": 4,
        "__update": true
      }
    ]
  },
  "__update": true,
  "__id": "4"
}

This will tell LoanPro to pull the latest data from Secure Payments for this payment profile.

Delete Payment Profile

If you want to delete the payment profile in LoanPro, the payload looks like this:

{
  "id": "4",
  "PaymentAccounts": {
    "results": [
      {
        "id": 4,
        "title": "Bank Account 08/15/2020",
        "__id": 4,
        "__destroy": true
      }
    ]
  },
  "__update": true,
  "__id": "4"
}

Note that the difference is that instead of using __update to update the profile, we use __destroy to delete the profile.