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This guide covers practical tips for integrating Flinks Upload into your application, including submission modes, data consumption patterns, and handling edge cases.

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Integration modes for submitting documents

There are three ways users can submit documents to Flinks Upload: For details on configuring the primary and fallback modes, see Flinks Upload.

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Integration modes for consuming data

Use the API for automated workflows. Use the Dashboard for manual review of fraud signals and document quality.

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Fallback triggers

When Upload is configured as a fallback in Flinks Connect, the upload option appears automatically when the user encounters one of these connection errors: The fallback behavior is also built into the Primary configuration, so if you enable Primary mode, fallback logic is included automatically.

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Force-upload shortcut

You can send users directly to the upload flow for a specific financial institution by appending /upload/[Institution Name] to your Flinks Connect URL:
This bypasses the institution selector and login screens, taking the user straight to the document upload screen for the specified institution.

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Async handling with webhooks

Flinks Upload processes documents asynchronously. Rather than polling the API for results, configure webhooks to receive a notification when processing completes.
Use webhooks over polling. Webhook-based async handling is the recommended pattern for Upload. It reduces unnecessary API calls and delivers results as soon as they’re ready.

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Credit union member numbers

For credit union accounts, member numbers may be displayed with suffixes that indicate the account type: For example, a member number like xxxx2354-0 indicates a chequing account, while xxxx2354-1 indicates a savings account under the same membership.

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Multiple files in one upload

When a user uploads multiple PDF files in a single submission, they count as one upload against your quota. You don’t need to have users submit files one at a time: up to 24 files (180 MB total) can be included in a single upload.