Use Cases and Types of Transfers

Our xenPlatform fund transfer feature can be used to transfer from:

• Platform account (master account) to partner account (sub-account);
• Partner account (sub-account) to platform account (master account);
• Partner account to the other partner account in the same platform account.

There are few things to note:

• Transfer feature can only be done by the Master Account (either through Master Account's Dashboard or using Master Account API key);
• All transfers will be executed immediately and cannot be cancelled;
• For balance transfer in IDR, the amount needs to be an integer without any decimal point;
  • For balance transfer in PHP, we can support up to two decimal points;
• Transfer amount should be less than the total balance of the sender’s account;
• Your Master Account Business ID can be found on xenPlatform Accounts page under "All accounts under"
• Reference for every balance transfer needs to be unique and not to be reused with any other balance transfer transaction;
  
  • If balance transfer reference is the same with any other balance transfer transaction that you made before, you will face this error:
• Maximum Transfer Limit:
  • IDR 10,000,000,000
  • PHP 30,000,000
  • THB 20,000,000
  • VND 10,000,000,000
  • MYR 3,000,000

Steps

A. via Dashboard

1. Login to your Master Account's Dashboard;
2. Navigate to the xenPlatform Accounts page;
3. Click the "+ Create transfer" button;
   • In order for this button to be clickable, make sure that your login email has "Withdraw" permission;
     • Please refer to this article for tutorial to set user permission for your Xendit Dashboard;
4. Fill in the required fields
   • From: account ID or name where the funds are transferred from;
   • To: account ID or name where the funds are transferred to;
   • Amounts to transfer: the amount of funds of your choice;
   • Reference: a unique identifier of the transfer;
5. Click Next;
6. Click Create on "Confirm Transfer" Page;
7. Your transfer would be reflected in:
   • Sub Account's Dashboard on:
     • Balance Tab;
     • Transactions Tab;
   • Master Account's Dashboard on:
     
     • xenPlatform Tab > Accounts > Destination or Origin Sub Account > Three Dots > View Activity > Balance > Balance History;
     • xenPlatform Tab > Accounts > Destination or Origin Sub Account > Three Dots > View Activity > Transactions;
     • Balance Tab (if the fund is either transferred from or to Master Account);
     • Transaction Tab (if the fund is either transferred from or to Master Account);
   • API Response of "Get Transfer by Reference";
     • Endpoint:

       GET https://api.xendit.co/transfers/reference={reference}

     • Link : https://developers.xendit.co/api-reference/#get-transfer-by-reference
       

B. via API

Follow the tutorial on this link:
https://developers.xendit.co/api-reference/#create-transfers

1. The endpoint that will be used is as follows:

   • POST https://api.xendit.co/transfers

2. Make sure that you have inputted the correct API Key of Master Account on the right place;
3. Input the account from which you would like to send the balance from on the request body under "source_user_id";
4. Input the account from which you would like to send the balance to on the request body under "destination_user_id;
5. Input the amount you would like to transfer of this transfer on the request body under parameter "amount";
6. Input the unique identifier of this transfer on the request body under parameter "reference";
7. Click "Send";
8. Your transfer would be reflected in:
   • Sub Account's Dashboard on Balance Tab
   • Master Account's Dashboard on:
     • xenPlatform Tab > Accounts > Destination or Origin Sub Account > Three Dots > View Activity > Balance
     • xenPlatform Tab > Accounts > Destination or Origin Sub Account > Three Dots > View Activity > Balance > Balance History
     • xenPlatform Tab > Accounts > Destination or Origin Sub Account > Three Dots > View Activity > Transactions
     • Balance Tab (if the fund is either transferred from or to Master Account);
     • Transaction Tab (if the fund is either transferred from or to Master Account);
   • API Response of "Get Transfer by Reference"
     • Endpoint:

       GET https://api.xendit.co/transfers/reference={reference}

     • Link : https://developers.xendit.co/api-reference/#get-transfer-by-reference