QuickStart

How to use Taiki

Step 1: Account set up

Email Alan ([e-mail]) from the Taiki team for account setup. Provide your desired webhook URL to receive the documents retrieved from Taiki's provided platforms. We will provide you with the api_key and api_secret for the next steps.

Step 2: Initialize JWT Token

(For in-depth details: Initialize JWT Token)

Generate a temporary Access Token (JWT) on your server which is used for secure connections between the Taiki App and Taiki's servers. The access token expires in 1 hour.

Send the JWT to your frontend for #step-3-open-taiki-link.

Important:

• This must be generated on your servers and sent to your front end to the Taiki App.

• A JWT token must be generated every time you open the Taiki App.

const tokenResponse = await fetch("/api/token", {
    method: 'POST', 
    headers: {
        'Content-Type': 'application/json'
    },
    body: JSON.stringify({
        'api_key': 'YOUR_API_KEY',
        'api_secret': 'YOUR_API_SECRET', // can be regenerated via the dashboard.
        'taiki_user_id': '(OPTIONAL) TAIKI_USER_ID'
    }),
});

const data = await tokenResponse.json(); // Added 'await' to ensure the promise resolves properly

// For client to open the Taiki App
const ACCESS_TOKEN = data.access_token;
// To associate the user's login credentials with a unique ID
const TAIKI_USER_ID = data.taiki_user_id;

Step 3: Invoke the Taiki App

(For in-depth details: Invoke the Taiki App)

Send the JWT token from your backend to your frontend then Invoke the Taiki App.

There are two ways to trigger the Taiki App.

1. Invoking the Taiki app from Webapp. Taiki will provide a js CDN library that generates a QR code that users can scan to open an app clip/instant app.

2. Invoking the Taiki app from IOS and Invoking the Taiki app from Android. You can trigger the app via the app clip/instant app link.

Step 4: Receive Data

Upon successful data retrieval, Taiki servers will hit your provided webhook URL above. The payload looks like below. Taiki will retrieve all bank statements and tax-related documents such as various 1099s from the user's accounts. These documents will be accessible via a download URL.

Note: the download link expires within 15 minutes for security reasons.

POST /{YOUR_WEBHOOK_URL}
Content-Type: application/json

{
  "status": "success", 
  "data": {
    "id": 123, 
    "client_id": "a6f2f489-8cc9-4385-9649-efeabdfbe41b",
    "metadata": {YOUR_METADATA},
    "created_at": "2023-03-12T21:30:00Z" 
  },
  "files": [{ 
      "status": "success",
      "file_name": "1099_INT.pdf",
      "download_url": "example.com",
      "total_size_bytes": 9.34
  }]
}