> For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://docs.itspropel.com/llms.txt. > For full documentation content, see https://docs.itspropel.com/llms-full.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.itspropel.com/_mcp/server. # Update Onboarding PATCH https://payment-processing/onboarding Content-Type: multipart/form-data Update onboarding details for an in-progress payout account and push the corrections to the payment processor (clears outstanding requirements). Only the provided fields are updated. Fails (422) if no onboarding submission exists or the account is already verified. Reference: https://docs.itspropel.com/propel-biz/22-payment-processing/onboarding/update-onboarding ## OpenAPI Specification ```yaml openapi: 3.1.0 info: title: PropelBiz version: 1.0.0 paths: /payment-processing/onboarding: patch: operationId: update-onboarding summary: Update Onboarding description: >- Update onboarding details for an in-progress payout account and push the corrections to the payment processor (clears outstanding requirements). Only the provided fields are updated. Fails (422) if no onboarding submission exists or the account is already verified. tags: - >- subpackage_22PaymentProcessing.subpackage_22PaymentProcessing/onboarding parameters: - name: '{{tenant_key_name}}' in: header required: false schema: type: string responses: '200': description: Successful response content: application/json: schema: $ref: >- #/components/schemas/22 PaymentProcessing_Onboarding_Update Onboarding_Response_200 requestBody: content: multipart/form-data: schema: type: object properties: tax_id: type: string description: >- Optional: Business EIN - 9 digits. Send only the fields you want to correct tax_id_type: type: string description: 'Optional: Tax ID type - ein' business_url: type: string description: 'Optional: Business website URL - valid URL, max 255 chars' bank_account_type: type: string description: 'Optional: Bank account type - checking|savings' business_owner_dob: type: string description: >- Optional: Business owner / representative date of birth - YYYY-MM-DD format bank_account_number: type: string description: 'Optional: Bank account number - 4 to 17 digits' bank_routing_number: type: string description: 'Optional: Bank routing number - exactly 9 digits' business_owner_email: type: string description: >- Optional: Business owner / representative email - valid email, max 255 chars business_owner_phone: type: string description: >- Optional: Business owner / representative phone - max 20 chars business_owner_title: type: string description: >- Optional: Representative job title - e.g. Owner, CEO, President - max 255 chars bank_account_holder_name: type: string description: >- Optional: Bank account holder name - max 255 chars. Send any bank field to push corrected bank details business_owner_last_name: type: string description: >- Optional: Business owner / representative last name - max 255 chars business_owner_ssn_last4: type: string description: >- Optional: Business owner / representative SSN - last 4 digits, exactly 4 chars business_owner_first_name: type: string description: >- Optional: Business owner / representative first name - max 255 chars business_owner_address_city: type: string description: >- Optional: Business owner / representative home address city - max 100 chars business_owner_address_line1: type: string description: >- Optional: Business owner / representative home address line 1 - max 255 chars business_owner_address_line2: type: string description: >- Optional: Business owner / representative home address line 2 - max 255 chars business_owner_address_state: type: string description: >- Optional: Business owner / representative home address state - 2 char code (e.g. TX) business_owner_address_postal_code: type: string description: >- Optional: Business owner / representative home address ZIP/postal code - max 10 chars required: - tax_id - tax_id_type - business_url - bank_account_type - business_owner_dob - bank_account_number - bank_routing_number - business_owner_email - business_owner_phone - business_owner_title - bank_account_holder_name - business_owner_last_name - business_owner_ssn_last4 - business_owner_first_name - business_owner_address_city - business_owner_address_line1 - business_owner_address_line2 - business_owner_address_state - business_owner_address_postal_code servers: - url: https:/ components: schemas: 22 PaymentProcessing_Onboarding_Update Onboarding_Response_200: type: object properties: {} description: Empty response body title: 22 PaymentProcessing_Onboarding_Update Onboarding_Response_200 ``` ## SDK Code Examples ```python import requests url = "https://https/payment-processing/onboarding" payload = "-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"tax_id\"\r\n\r\n123456789\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"tax_id_type\"\r\n\r\nein\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_url\"\r\n\r\nhttps://www.examplebusiness.com\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"bank_account_type\"\r\n\r\nchecking\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_dob\"\r\n\r\n1980-05-15\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"bank_account_number\"\r\n\r\n123456789012\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"bank_routing_number\"\r\n\r\n021000021\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_email\"\r\n\r\nowner@examplebusiness.com\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_phone\"\r\n\r\n+1-555-123-4567\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_title\"\r\n\r\nCEO\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"bank_account_holder_name\"\r\n\r\nExample Business LLC\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_last_name\"\r\n\r\nSmith\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_ssn_last4\"\r\n\r\n6789\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_first_name\"\r\n\r\nJohn\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_address_city\"\r\n\r\nAustin\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_address_line1\"\r\n\r\n1234 Elm Street\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_address_line2\"\r\n\r\nSuite 567\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_address_state\"\r\n\r\nTX\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_address_postal_code\"\r\n\r\n78701\r\n-----011000010111000001101001--\r\n" headers = { "{{tenant_key_name}}": "{{tenant_key_value1}}|{{tenant_key_value2}}", "Content-Type": "multipart/form-data; boundary=---011000010111000001101001" } response = requests.patch(url, data=payload, headers=headers) print(response.json()) ``` ```javascript const url = 'https://https/payment-processing/onboarding'; const form = new FormData(); form.append('tax_id', '123456789'); form.append('tax_id_type', 'ein'); form.append('business_url', 'https://www.examplebusiness.com'); form.append('bank_account_type', 'checking'); form.append('business_owner_dob', '1980-05-15'); form.append('bank_account_number', '123456789012'); form.append('bank_routing_number', '021000021'); form.append('business_owner_email', 'owner@examplebusiness.com'); form.append('business_owner_phone', '+1-555-123-4567'); form.append('business_owner_title', 'CEO'); form.append('bank_account_holder_name', 'Example Business LLC'); form.append('business_owner_last_name', 'Smith'); form.append('business_owner_ssn_last4', '6789'); form.append('business_owner_first_name', 'John'); form.append('business_owner_address_city', 'Austin'); form.append('business_owner_address_line1', '1234 Elm Street'); form.append('business_owner_address_line2', 'Suite 567'); form.append('business_owner_address_state', 'TX'); form.append('business_owner_address_postal_code', '78701'); const options = { method: 'PATCH', headers: {'{{tenant_key_name}}': '{{tenant_key_value1}}|{{tenant_key_value2}}'} }; options.body = form; try { const response = await fetch(url, options); const data = await response.json(); console.log(data); } catch (error) { console.error(error); } ``` ```go package main import ( "fmt" "strings" "net/http" "io" ) func main() { url := "https://https/payment-processing/onboarding" payload := strings.NewReader("-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"tax_id\"\r\n\r\n123456789\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"tax_id_type\"\r\n\r\nein\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_url\"\r\n\r\nhttps://www.examplebusiness.com\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"bank_account_type\"\r\n\r\nchecking\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_dob\"\r\n\r\n1980-05-15\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"bank_account_number\"\r\n\r\n123456789012\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"bank_routing_number\"\r\n\r\n021000021\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_email\"\r\n\r\nowner@examplebusiness.com\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_phone\"\r\n\r\n+1-555-123-4567\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_title\"\r\n\r\nCEO\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"bank_account_holder_name\"\r\n\r\nExample Business LLC\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_last_name\"\r\n\r\nSmith\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_ssn_last4\"\r\n\r\n6789\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_first_name\"\r\n\r\nJohn\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_address_city\"\r\n\r\nAustin\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_address_line1\"\r\n\r\n1234 Elm Street\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_address_line2\"\r\n\r\nSuite 567\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_address_state\"\r\n\r\nTX\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_address_postal_code\"\r\n\r\n78701\r\n-----011000010111000001101001--\r\n") req, _ := http.NewRequest("PATCH", url, payload) req.Header.Add("{{tenant_key_name}}", "{{tenant_key_value1}}|{{tenant_key_value2}}") res, _ := http.DefaultClient.Do(req) defer res.Body.Close() body, _ := io.ReadAll(res.Body) fmt.Println(res) fmt.Println(string(body)) } ``` ```ruby require 'uri' require 'net/http' url = URI("https://https/payment-processing/onboarding") http = Net::HTTP.new(url.host, url.port) http.use_ssl = true request = Net::HTTP::Patch.new(url) request["{{tenant_key_name}}"] = '{{tenant_key_value1}}|{{tenant_key_value2}}' request.body = "-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"tax_id\"\r\n\r\n123456789\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"tax_id_type\"\r\n\r\nein\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_url\"\r\n\r\nhttps://www.examplebusiness.com\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"bank_account_type\"\r\n\r\nchecking\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_dob\"\r\n\r\n1980-05-15\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"bank_account_number\"\r\n\r\n123456789012\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"bank_routing_number\"\r\n\r\n021000021\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_email\"\r\n\r\nowner@examplebusiness.com\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_phone\"\r\n\r\n+1-555-123-4567\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_title\"\r\n\r\nCEO\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"bank_account_holder_name\"\r\n\r\nExample Business LLC\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_last_name\"\r\n\r\nSmith\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_ssn_last4\"\r\n\r\n6789\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_first_name\"\r\n\r\nJohn\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_address_city\"\r\n\r\nAustin\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_address_line1\"\r\n\r\n1234 Elm Street\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_address_line2\"\r\n\r\nSuite 567\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_address_state\"\r\n\r\nTX\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_address_postal_code\"\r\n\r\n78701\r\n-----011000010111000001101001--\r\n" response = http.request(request) puts response.read_body ``` ```java import com.mashape.unirest.http.HttpResponse; import com.mashape.unirest.http.Unirest; HttpResponse response = Unirest.patch("https://https/payment-processing/onboarding") .header("{{tenant_key_name}}", "{{tenant_key_value1}}|{{tenant_key_value2}}") .body("-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"tax_id\"\r\n\r\n123456789\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"tax_id_type\"\r\n\r\nein\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_url\"\r\n\r\nhttps://www.examplebusiness.com\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"bank_account_type\"\r\n\r\nchecking\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_dob\"\r\n\r\n1980-05-15\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"bank_account_number\"\r\n\r\n123456789012\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"bank_routing_number\"\r\n\r\n021000021\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_email\"\r\n\r\nowner@examplebusiness.com\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_phone\"\r\n\r\n+1-555-123-4567\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_title\"\r\n\r\nCEO\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"bank_account_holder_name\"\r\n\r\nExample Business LLC\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_last_name\"\r\n\r\nSmith\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_ssn_last4\"\r\n\r\n6789\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_first_name\"\r\n\r\nJohn\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_address_city\"\r\n\r\nAustin\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_address_line1\"\r\n\r\n1234 Elm Street\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_address_line2\"\r\n\r\nSuite 567\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_address_state\"\r\n\r\nTX\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_address_postal_code\"\r\n\r\n78701\r\n-----011000010111000001101001--\r\n") .asString(); ``` ```php request('PATCH', 'https://https/payment-processing/onboarding', [ 'multipart' => [ [ 'name' => 'tax_id', 'contents' => '123456789' ], [ 'name' => 'tax_id_type', 'contents' => 'ein' ], [ 'name' => 'business_url', 'contents' => 'https://www.examplebusiness.com' ], [ 'name' => 'bank_account_type', 'contents' => 'checking' ], [ 'name' => 'business_owner_dob', 'contents' => '1980-05-15' ], [ 'name' => 'bank_account_number', 'contents' => '123456789012' ], [ 'name' => 'bank_routing_number', 'contents' => '021000021' ], [ 'name' => 'business_owner_email', 'contents' => 'owner@examplebusiness.com' ], [ 'name' => 'business_owner_phone', 'contents' => '+1-555-123-4567' ], [ 'name' => 'business_owner_title', 'contents' => 'CEO' ], [ 'name' => 'bank_account_holder_name', 'contents' => 'Example Business LLC' ], [ 'name' => 'business_owner_last_name', 'contents' => 'Smith' ], [ 'name' => 'business_owner_ssn_last4', 'contents' => '6789' ], [ 'name' => 'business_owner_first_name', 'contents' => 'John' ], [ 'name' => 'business_owner_address_city', 'contents' => 'Austin' ], [ 'name' => 'business_owner_address_line1', 'contents' => '1234 Elm Street' ], [ 'name' => 'business_owner_address_line2', 'contents' => 'Suite 567' ], [ 'name' => 'business_owner_address_state', 'contents' => 'TX' ], [ 'name' => 'business_owner_address_postal_code', 'contents' => '78701' ] ] 'headers' => [ '{{tenant_key_name}}' => '{{tenant_key_value1}}|{{tenant_key_value2}}', ], ]); echo $response->getBody(); ``` ```csharp using RestSharp; var client = new RestClient("https://https/payment-processing/onboarding"); var request = new RestRequest(Method.PATCH); request.AddHeader("{{tenant_key_name}}", "{{tenant_key_value1}}|{{tenant_key_value2}}"); request.AddParameter("undefined", "-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"tax_id\"\r\n\r\n123456789\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"tax_id_type\"\r\n\r\nein\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_url\"\r\n\r\nhttps://www.examplebusiness.com\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"bank_account_type\"\r\n\r\nchecking\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_dob\"\r\n\r\n1980-05-15\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"bank_account_number\"\r\n\r\n123456789012\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"bank_routing_number\"\r\n\r\n021000021\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_email\"\r\n\r\nowner@examplebusiness.com\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_phone\"\r\n\r\n+1-555-123-4567\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_title\"\r\n\r\nCEO\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"bank_account_holder_name\"\r\n\r\nExample Business LLC\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_last_name\"\r\n\r\nSmith\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_ssn_last4\"\r\n\r\n6789\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_first_name\"\r\n\r\nJohn\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_address_city\"\r\n\r\nAustin\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_address_line1\"\r\n\r\n1234 Elm Street\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_address_line2\"\r\n\r\nSuite 567\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_address_state\"\r\n\r\nTX\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"business_owner_address_postal_code\"\r\n\r\n78701\r\n-----011000010111000001101001--\r\n", ParameterType.RequestBody); IRestResponse response = client.Execute(request); ``` ```swift import Foundation let headers = ["{{tenant_key_name}}": "{{tenant_key_value1}}|{{tenant_key_value2}}"] let parameters = [ [ "name": "tax_id", "value": "123456789" ], [ "name": "tax_id_type", "value": "ein" ], [ "name": "business_url", "value": "https://www.examplebusiness.com" ], [ "name": "bank_account_type", "value": "checking" ], [ "name": "business_owner_dob", "value": "1980-05-15" ], [ "name": "bank_account_number", "value": "123456789012" ], [ "name": "bank_routing_number", "value": "021000021" ], [ "name": "business_owner_email", "value": "owner@examplebusiness.com" ], [ "name": "business_owner_phone", "value": "+1-555-123-4567" ], [ "name": "business_owner_title", "value": "CEO" ], [ "name": "bank_account_holder_name", "value": "Example Business LLC" ], [ "name": "business_owner_last_name", "value": "Smith" ], [ "name": "business_owner_ssn_last4", "value": "6789" ], [ "name": "business_owner_first_name", "value": "John" ], [ "name": "business_owner_address_city", "value": "Austin" ], [ "name": "business_owner_address_line1", "value": "1234 Elm Street" ], [ "name": "business_owner_address_line2", "value": "Suite 567" ], [ "name": "business_owner_address_state", "value": "TX" ], [ "name": "business_owner_address_postal_code", "value": "78701" ] ] let boundary = "---011000010111000001101001" var body = "" var error: NSError? = nil for param in parameters { let paramName = param["name"]! body += "--\(boundary)\r\n" body += "Content-Disposition:form-data; name=\"\(paramName)\"" if let filename = param["fileName"] { let contentType = param["content-type"]! let fileContent = String(contentsOfFile: filename, encoding: String.Encoding.utf8) if (error != nil) { print(error as Any) } body += "; filename=\"\(filename)\"\r\n" body += "Content-Type: \(contentType)\r\n\r\n" body += fileContent } else if let paramValue = param["value"] { body += "\r\n\r\n\(paramValue)" } } let request = NSMutableURLRequest(url: NSURL(string: "https://https/payment-processing/onboarding")! as URL, cachePolicy: .useProtocolCachePolicy, timeoutInterval: 10.0) request.httpMethod = "PATCH" request.allHTTPHeaderFields = headers request.httpBody = postData as Data let session = URLSession.shared let dataTask = session.dataTask(with: request as URLRequest, completionHandler: { (data, response, error) -> Void in if (error != nil) { print(error as Any) } else { let httpResponse = response as? HTTPURLResponse print(httpResponse) } }) dataTask.resume() ```