Getting Started

Step 1: Confirm your partnership

API access is available exclusively to credentialed WEX business partners. If you’re already a partner, your WEX account manager will provision your integration. Not yet a partner? Contact your Partner Account Executive to get started.

Step 2: Obtain your API credentials

Create and manage your applications using the CDH Admin Portal. Each application has a client_id and a corresponding client_secret. Each application should be assigned permissions following the principles of least privilege. Store your credentials securely - never expose them in client-side code or version control.

Step 3: Authenticate and get a token

Use the OAuth 2.0 Client Credentials flow to exchange your credentials for a bearer token. Tokens expire after one hour - build token refresh into your integration from the start.

Step 4: Explore the API reference

Browse the endpoint reference for each domain - Claims and Financial Operations, Communications and Content, Lifecycle Actions, Plans, Enrollment and Elections, Platform Security, Users and Identity. The interactive API explorer lets you run live requests directly in the portal without writing any code.

Step 5: Build and certify your integration

Develop against your sandbox environment, then work with your WEX account manager to validate your integration before promoting to production.