How does Truv establish connections with data providers?

How Truv Works to Connect with Data Providers

Here’s a step-by-step overview of how Truv connects with payroll providers and financial institutions to access data securely:

  1. Request from Your App: Your app uses a bridge_token to request information from your server.

  2. Server Sends Request: Your server sends a request with the user’s details to the Truv API.

  3. User Connects Payroll Info: Once the request is processed, your app asks the user to connect their payroll or financial data through Truv Bridge.

  4. Successful Connection: When the user successfully connects their data, Truv Bridge sends the credentials back to your app.

  5. Webhook Monitoring: Your server watches for updates through webhook events from the Truv API.

  6. Public Token Exchange: With the public_token, your app can exchange it with your server and the Truv API to get the required data.

  7. Data Access: Finally, after your server collects the credentials, it can pull the data from the Truv API.

Summary of Sequence Diagram

The chart below is an overview of the steps in the process.

 b5eb835-small-Image_103_1