Efí Bank PJ Tutorial

To connect Efí Bank Empresas with Pluggy, you first need to create an "authorization" to share your Efí Bank information with Pluggy.

This "authorization" is granted through a "registration" that you must create yourself inside your Efí Bank account. After creating this "registration" — which Efí Bank calls an "Integração" (Integration) — you will receive the "username and password" (Client ID and Client Secret) for it, as well as a "Certificado" (certificate). With these three pieces of information (Client ID, Client Secret and certificate) you will connect your Efí Bank Empresas account with Pluggy (see figure):

To create your application and obtain your access credentials (Client ID, Client Secret and certificate), follow the instructions below:

Step by step

1. Log in to your Efí Bank Empresas account here;
2. On your account's home page, open the "API" area in the left menu, go to the Introdução (Introduction) option and click "Criar aplicação" (Create application);
3. On the "Criar aplicação" (Create application) page, enter a name of your choice in the "Nome da aplicação" (Application name) field and click the "Continuar" (Continue) button;
4. On the "Selecione os escopos" (Select the scopes) page, you must define the integration scope. To do so, expand the "API Extratos" menu and select the options shown in the image, then expand the "API Pix" menu and select the options: "Consultar saldo" (View balance), "Solicitar relatórios" (Request reports) and "Consultar relatórios" (View reports).

5. After selecting the options, click the "Continuar" (Continue) button.
6. An "Assinatura eletrônica" (Electronic signature) screen will be displayed. Just enter the code and click the "Continuar" (Continue) button.
7. After entering the code, the "Sua aplicação foi criada." (Your application has been created.) screen will be displayed. At this point, you can copy your Client ID and Client Secret.

8. To create the certificate, open the "Meus certificados" (My certificates) area in the left menu and click "Criar novo certificado" (Create new certificate);
9. On the "Criar novo certificado" (Create new certificate) screen, enter a name of your choice in the "Nome do certificado" (Certificate name) field and click the "Criar certificado" (Create certificate) button;
10. After authenticating via QR Code, you will be able to download the certificate in p12 format.
11. Now just open the Pluggy Widget, paste the "Client ID" and "Client Secret" into the corresponding fields, upload the p12 certificate file and click the orange "Conectar" (Connect) button to connect your Efí Bank Empresas information with Pluggy.

Important

Due to Efí Bank limitations, transactions will be synced 1 day after the connection is created.