πŸ’³Card | 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.

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.

  • πŸ’‘ 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 β€œEvent 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

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