Get Started With Cosmopoints
Welcome to Cosmopoints!
This guide will help you get started with integrating your system as a Burn Partner, allowing you to transfer points to our Loyalty Partners.
If you get stuck or need assistance during this process, please do not hesitate to contact us.
Please follow the steps below:
Account Setup
Managed Account
Cosmo can assign a dedicated account manager to help you get set up. If you opt in for a managed account setup, you will not need to go through step 2 below. Simply contact us and we'll guide you through.
Cosmo will issue your organization a unique Client ID and a Client Secret per environment. These credentials will allow you to make secure and authenticated API requests.
Self-Service
Cosmo offers a secure self-service portal to set up and manage your own account. We encourage this type of setup as it puts your organization in control.
Sign Up
Create an account using the client portal You will be prompted to verify your email address via OTP.
Enter Business Name
After verifying your email, you will be prompted to enter your business name. Please enter the legal entity name for your business.
Access the Portal
You can now log into the portal and start completing your company profile
Complete Company KYB
Profile Setup
Complete your company profile by filling in program name, company address, industry, and other required information.
Submit for KYB Verification
Submit your company profile for KYB verification. Once submitted, you may not change any information until acceptance or rejection of your business profile. After approval, you will be able to access all features in the portal. This process requires 1-3 business days.
Sandbox Environment
After KYB approval, you will be issued a unique Client ID and Secret to get you started in our Sandbox environment.Visit the API keys page to access your Client ID and environment secrets. For production access, you will need to manually request your keys in the portal (or contact us if you have a managed account). to access your Client ID and environment secrets.
Sandbox Integration
Your Client ID is the same across environments. However, secrets are unique to each environment. Your sandbox secret key is automatically generated for you and accessible in the portal. In sandbox, your base URL is always api.sandbox.cosmopoints.com when making API calls. This will allow you to test your integration in a non-production environment.
For detailed API specifications, endpoints, and request/response formats, please refer to our API Documentation
Production Environment
Ideally after testing your sandbox integration, you proceed to request a production API key in the portal. Our team will review the request and provide the production key if your system is ready to go live.
Now that your account is fully set up, you can test your integration in production. You can do so by using your production secret key and switching your base URL to api.cosmopoints.com. Follow our API documentation for a full list of API functions.
Calssic Flow
Authenticate
Start by retrieving an access token used to authenticate you in subsequent API calls. You will need your Client ID and Secret to acquire an access token. Here's the endpoint documentation:
https://api.cosmopoints.com/docs#tag/Authentication
Make sure you prepend your token with Bearer when adding it to the Authorization header in later API calls.
Retrieve partners
Retrieve a list of your organization's active partners. Partnerships are established on demand by contacting the Cosmo team. Here's the endpoint documentation:
https://api.cosmopoints.com/docs#tag/Programs
Issue points
Issue your users points with any active partner. All transactions are stored on a centralized ledger and are included in the monthly settlement process between your organization and Cosmo. Here’s the endpoint documentation:
https://api.cosmopoints.com/docs#tag/Transactions/paths/~1transactions/post
For a complete and detailed API specification, please refer to our API documentation.
Going Live
Once your integration is thoroughly tested in Sandbox, you are ready to go live and enable point conversions to any of the partners in your Cosmo catalog.