Getting Started

This guide will walk you through the steps needed to create a wallet for any contractor or employee.

Pre-Requisites and Usage

Before you can start using the Wallets product, make sure you have the following:

• Active Business Account: Your business must be registered and active on Cadana.
• API Key: You need an organization API key to authenticate your API requests. Please refer to our API Key and Authentication Guide for details on how to obtain and use your API key.

Step 1: Creating a person

Every wallet is tied to an employee or contractor record in the business HR directory. The first step is to onboard the person.

Endpoint: Create Person API Reference

Step 2: Creating a user

Next, you’ll create a user account for that person. This automatically creates the underlying wallet that money can be deposited into. By default, a local currency wallet in the compensation currency is created (e.g., if the contractor's pay is in USD, a USD wallet will be available to them).

Endpoint: Create User API Reference

If you are using custom authentication, you can suppress the welcome email which contains the standard password setup instructions.