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card-or-slack-intergration.md

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💳 Card | Slack Intergration

Purpose of this tutorial

This tutorial is meant to help you achieve 2 things as quickly as possible so that you can grasp the absolute basics of Investec’s Programmable Banking feature:

  1. Join OfferZen Community Slack so that you can send a message to an external system
  2. Send a message to Slack from Investec Programmable Banking when you simulate a transaction to get a feel for how it works

The challenge

Step 1: Join #rooty on OfferZen Community Slack

Step 2: Open Investec Programmable Banking

Log in to your online banking and select the programmable banking option, at the bottom of your Overview page.

Programmable Banking tile on your Overview page

Step 3: Select the card you want to code

ProTip: You can enable and disable the code on each card using the toggle below the cards.

  • You can also use the mobile app to do that by tapping on your account, then on cards, and there you will see a toggle for programmable banking.
  • 💡 Often people forget they added code that blocks transactions, and their card is declined at the shops and they call the call centre - so if your card declines at the shop, remember that you can disable your code from the mobile app.

Step 4: Setup your main.js file

Replace all the code in your main.js file in the editor with this code. Make sure you Deploy code to card when you're done.

ProTip: Transaction log history

  • On the right-hand side, near the top of the screen, you will see “Event logs” you can click on that to get a history of transactions that you made with code enabled and the logs of those transactions - you can click on it to see this.
  • You will notice you have simulator logs and production logs.
  • Simulation transactions are fake transactions like the one we just ran, which you can use for testing.
  • Production transactions are the real transactions you make when you use your card.

Step 5: Setup your env.json file and add your Slack ID

Get your Slack ID from OfferZen Community Slack:

Now replace all the code in your env.json file with this code in the editor, and replace YOUR_SLACK_ID_HERE with your actual Slack ID. Deploy your code to card when you're done:

Step 6: Simulate a transaction in the programmable banking app!

Step 7: Celebrate when you see your notification on OfferZen Community Slack \o/

NB Step 8: Delete/edit your code

This code is now live on your card. Please make sure you clear it out or delete it to ensure that your live transactions aren't posted into #rooty