Step by step

This guide provides a step-by-step overview for integrating with Unico IDCloud services, covering authentication, SDK usage, service calls, webhook configuration and more.

Step 1: Define capability usage

Define which product capabilities will be required for your operation.

• Read more at capabilities.

Step 2: Define the integration method

Decide whether the integration will be performed through by Unico or by Client and map the necessary communication points (APIs, SDKs, webhooks, callbacks, etc).

• Read more at by Unico vs by Client.

Step 3: Authenticate and obtain the access token

With your credentials, you must authenticate and obtain an OAuth2 access token. This token is required for all API requests.

• Read more in the "Authentication" section of the chosen integration method.

Step 4: Implement SDK or Redirect (if applicable)

If you use our SDKs or Redirect, implement the respective methods.

• Read more at SDK by Client OR SDK/Redirect by Unico.

Step 5: Implement webhook (if applicable)

If the integration requires asynchronous notifications, (1) configure the receiving endpoint on your server, (2) implement authentication (Basic Auth, APIKey, OAuth2 and/or IP restriction), (3) ensure processing is idempotent, avoiding duplication, and finally, (4) always have a fallback in case of service errors.

• Read more in the "Webhooks" section of the chosen integration method.

Step 6: Implement service calls

Implement the calls necessary to consume the services. (1) All requests must be made server-to-server via HTTPS (TLS 1.2+) and (2) handle error responses (4xx, 5xx) consistently.

• Read more at by Unico OR by Client.

Recommendations & Best Practices

Use HTTPS/TLS in all communications.
Requests must always be server-to-server, due to our CORS policy, which prevents creating processes in a frontend-to-backend communication.
Prefer webhooks to receive the final result, avoiding continuous polling.
If you choose polling instead of webhook, implement an exponential backoff with jitter. (Exponential backoff progressively increases the wait time between attempts).
Do not rely on fixed polling — processing time may vary.
Use official SDKs to simplify capture and sending of data on the client.
Validate errors quickly — monitor error cases and handle failures (timeout, data invalidation).

Next steps

• Explore the available capabilities.

• Review the differences between the integration methods by Unico vs by Client.