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Dwolla Drop-in Components Library #

Dwolla’s drop-in components library allows developers to leverage isolated functions or build connected flows in their web applications, which expedites the integration process with the Dwolla Platform. Each component within Dwolla’s drop-in components library includes HTML, CSS and JavaScript that developers can drop-in and customize to fit the look and feel of their application.

The library comes with a collection of low-code components that solve for a variety of functions and flows including: create a customer, document upload, balance display, as well as a connected flow for accepting incoming payments from a user.

Each drop-in component contains built-in features such as responsive design, custom styling, error handling and more. These components allow developers to ship more with fewer lines of code— while improving readability and maintainability of their application’s code.

As the library continues to grow, Dwolla will evaluate adding support for other frameworks and languages based on feedback from the community.

Workflow #

Use of Dwolla’s drop-in components requires client-side and server-side interaction between your application and Dwolla. A unique “client token” is generated with limited permissions to be used in the components library to authenticate requests to Dwolla.

A quick overview of the steps involved:

  1. On your application’s front-end, the Dwolla components library is instantiated and configured. One or many components are dropped into the web page where they will be rendered.
  2. A request is sent from your front-end to your back-end server to generate a client-token. Using a server-side SDK, you’ll specify the “action” needed for the component and the unique Customer ID that represents the end user performing the action.
  3. Your server sends the generated client token back to your front-end which is used by the components library to authenticate the client-side request to Dwolla.
  4. Your end user interacts with the Dwolla Component, either directly via submission of information in a form (e.g. upgrade customer), or indirectly by viewing data (e.g. balance display).

Drop-in Component Example #

Dwolla’s drop-in components are customizable to match the look and feel of your application down to the individual HTML element by applying styles via custom CSS classes. Preview the create an Unverified Customer component below, or refer to the drop-ins examples repo to view a list of all drop-in component examples.

Upgrade a Customer Drop-in Component

Supported Components #

Dwolla's UI components library contains a variety of supported components that represent isolated functions or connected flows. Each component requires a unique “client-token” and Customer ID for the end user that is performing the action in your web application. This section outlines the complete list of supported components which includes: the component name, css classes for customization, and the required client-token action.

For more information on integrating drop-in components, reference our Guide which walks through how to use drop-in components in full detail.

Create a Receive Only User #

The dwolla-customer-create component is used to display a form to collect the required information needed to create a Receive Only user with type = "receive-only". Receive Only users are restriced to a payouts only funds flow. To learn more about this customer type, visit our docs on concepts.

Create client-token action: customer.create

Example Configuration and Usage
html
<head>
  <script src="//cdn.dwolla.com/v2.1.9/dwolla-web.js"></script>
  <link rel="stylesheet" href="/styles/create-custom.css" />
  <script>
    dwolla.configure({
      environment: "sandbox",
      styles: "/styles/create-custom.css",
      success: (res) => Promise.resolve(),
      error: (err) => Promise.resolve(),
      tokenUrl: "/tokenUrl",
    });
  </script>
</head>

<body>
  <div class="container">
    <dwolla-customer-create type="receive-only"></dwolla-customer-create>
  </div>
</body>
Fields available for pre-filling existing information
  • firstName
  • lastName
  • email
  • businessName
  • ipAddress
  • correlationId

View all required vs. optional paramaters in our API Reference.

CSS Classes for Create a Receive Only User
css
/* Available css classes for customization*/
dwolla-customer-create,
dwolla-input-container,
dwolla-customer-input,
dwolla-customer-firstName,
dwolla-customer-lastName,
dwolla-customer-email,
dwolla-customer-tos,
dwolla-customer-checkbox,
dwolla-customer-text,
dwolla-submit,
dwolla-customer-submit,
dwolla-success,
dwolla-success-message,
dwolla-error,
dwolla-error-message
Example Create a Receive Only User UI
Create a Customer Drop-in Component

Create an Unverified Customer #

The dwolla-customer-create component is used to display a form to collect the required information needed to create an Unverified Customer. An Unverified Customer is a customer type that requires a minimal amount of information in order to be created. This information includes: First Name, Last Name, Email, Optionally: Business Name for Businesses. To allow users to enter a Business Name, include the optional attribute isBusiness in the drop-in component. To find out more about the abilities and limitations of this customer type, visit our docs on concepts.

Create client-token action: customer.create

Example Configuration and Usage
html
<head>
  <script src="//cdn.dwolla.com/v2.1.9/dwolla-web.js"></script>
  <link rel="stylesheet" href="/styles/create-custom.css" />
  <script>
    dwolla.configure({
      environment: "sandbox",
      styles: "/styles/create-custom.css",
      success: (res) => Promise.resolve(),
      error: (err) => Promise.resolve(),
      tokenUrl: "/tokenUrl",
    });
  </script>
</head>

<body>
  <div class="container">
    <dwolla-customer-create
      terms="www.yourterms.com"
      privacy="www.yourprivacy.com"
    >
    </dwolla-customer-create>
    <!-- Example using `isBusiness` attribute -->
    <!--
      <dwolla-customer-create
        terms="www.yourterms.com"
        privacy="www.yourprivacy.com"
        isBusiness
      >
      </dwolla-customer-create>
    -->
  </div>
</body>
Optional attributes
  • isBusiness - Prompts the user to enter a business name
Fields available for pre-filling existing information
  • firstName
  • lastName
  • email
  • businessName
  • ipAddress
  • correlationId
  • terms
  • privacy

View all required vs. optional paramaters in our API Reference.

CSS Classes for Create an Unverified Customer
css
/* Available css classes for customization*/
dwolla-customer-create,
dwolla-input-container,
dwolla-customer-input,
dwolla-customer-firstName,
dwolla-customer-lastName,
dwolla-customer-email,
dwolla-customer-tos,
dwolla-customer-checkbox,
dwolla-customer-text,
dwolla-submit,
dwolla-customer-submit,
dwolla-success,o
dwolla-success-message,
dwolla-error,
dwolla-error-message
Example Create an Unverified Customer UI
Create a Customer Drop-in Component
Example Unverified Customer with Business Name
Create an Unverified Business Customer Drop-in Component

Upgrade an Unverified Customer #

The dwolla-customer-update component is used to upgrade an Unverified Customer into a Personal Verified Customer. Upgrading an Unverified Customer to a Verified Customer will give them the ability to increase their transaction limits. For more information on the difference between an Unverified and Verified Customer, visit our docs on concepts.

Create client-token action: customer.update

Example Configuration and Usage
html
<head>
  <script src="//cdn.dwolla.com/v2.1.9/dwolla-web.js"></script>
  <link rel="stylesheet" href="/styles/upgrade-custom.css" />
  <script>
    dwolla.configure({
      environment: "sandbox",
      styles: "/styles/upgrade-custom.css",
      success: (res) => Promise.resolve(),
      error: (err) => Promise.resolve(),
      tokenUrl: "/tokenUrl",
    });
  </script>
</head>

<body>
  <div class="container">
    <dwolla-customer-update
      customerId="{{ customerId }}"
      terms="www.yourterms.com"
      privacy="www.yourprivacy.com"
    >
    </dwolla-customer-update>
  </div>
</body>
Fields available for pre-filling existing information
  • customerId
  • firstName
  • lastName
  • email
  • ipAddress
  • correlationId
  • terms
  • privacy

View all required vs. optional paramaters in our API Reference.

CSS Classes for Upgrade an Unverified Customer
css
/* Available css classes for customization*/
dwolla-customer-update,
dwolla-input-container,
dwolla-customer-input,
dwolla-customer-firstName,
dwolla-customer-lastName,
dwolla-customer-email,
dwolla-customer-address1,
dwolla-customer-address2,
dwolla-customer-city,
dwolla-customer-state,
dwolla-customer-postal,
dwolla-customer-dob,
dwolla-customer-ssn,
dwolla-customer-tos,
dwolla-customer-checkbox,
dwolla-customer-text,
dwolla-submit,
dwolla-customer-submit,
dwolla-success,
dwolla-success-message,
dwolla-error,
dwolla-error-message
Example Upgrade an Unverified Customer UI
Upgrade an Unverified Customer Drop-in Component

Create a Personal Verified Customer #

The dwolla-personal-vcr component is used to display a form to collect the required information needed to create an Personal Verified Customer. Personal Verified Customers can both send and receive funds, as well as hold a Dwolla balance. A customer can be onboarded with these capabilities as a Personal Verified Customer without needing to start out as an Unverified Customer who can then upgrade. To learn more about the different customer types, visit our docs on concepts.

Create client-token action: customer.create

Example Configuration and Usage
html
<head>
  <script src="//cdn.dwolla.com/v2.1.9/dwolla-web.js"></script>
  <link rel="stylesheet" href="/styles/create-custom.css" />
  <script>
    dwolla.configure({
      environment: "sandbox",
      styles: "/styles/create-custom.css",
      success: (res) => Promise.resolve(),
      error: (err) => Promise.resolve(),
      tokenUrl: "/tokenUrl",
    });
  </script>
</head>

<body>
  <div class="container">
    <dwolla-personal-vcr
      terms="www.yourterms.com"
      privacy="www.yourprivacy.com"
    >
    </dwolla-personal-vcr>
  </div>
</body>
Fields available for pre-filling existing information
  • firstName
  • lastName
  • email
  • ipAddress
  • correlationId
  • terms
  • privacy

View all required vs. optional paramaters in our API Reference.

CSS Classes for Create a Personal Verified Customer
css
/* Available css classes for customization*/
dwolla-input-container,
dwolla-customer-input,
dwolla-customer-firstName,
dwolla-customer-lastName,
dwolla-customer-email,
dwolla-customer-address1,
dwolla-customer-address2,
dwolla-customer-city,
dwolla-customer-state,
dwolla-customer-postal,
dwolla-customer-dob,
dwolla-customer-ssn,
dwolla-customer-tos,
dwolla-customer-checkbox,
dwolla-customer-text,
dwolla-submit,
dwolla-vcr-submit,
dwolla-success,
dwolla-success-message,
dwolla-error,
dwolla-error-message,
dwolla-info,
dwolla-info-message
Example Create a Personal Verified Customer UI
Create a Personal Verified Customer Drop-in Component

Create a Business Verified Customer #

The dwolla-business-vcr component is used to display a form to collect the required information needed to create a Business Verified Customer. Business Verified Customers can both send and receive funds, hold a Dwolla Balance, and have a tranfer limit of $10,000 per transfer. To learn more about the different customer types, visit our docs on concepts.

Create client-token action: customer.create

Example Configuration and Usage
html
<head>
  <script src="//cdn.dwolla.com/v2.1.9/dwolla-web.js"></script>
  <link rel="stylesheet" href="/styles/create-custom.css" />
  <script>
    dwolla.configure({
      environment: "sandbox",
      styles: "/styles/create-custom.css",
      success: (res) => Promise.resolve(),
      error: (err) => Promise.resolve(),
      tokenUrl: "/tokenUrl",
    });
  </script>
</head>

<body>
  <div class="container">
    <dwolla-business-vcr
      terms="www.yourterms.com"
      privacy="www.yourprivacy.com"
    >
    </dwolla-business-vcr>
  </div>
</body>
Fields available for pre-filling existing information
  • firstName
  • lastName
  • email
  • ipAddress
  • correlationId
  • terms
  • privacy
  • hideDBAField (use this to hide 'Doing Business As' field from the form)

View all required vs. optional paramaters in our API Reference.

CSS Classes for Create a Business Verified Customer
css
/* Available css classes for customization*/
dwolla-input-container,
dwolla-customer-input,
dwolla-half-button,
dwolla-half-button-secondary,
dwolla-customer-firstName,
dwolla-customer-lastName,
dwolla-customer-email,
dwolla-customer-address1,
dwolla-customer-address2,
dwolla-customer-city,
dwolla-customer-state,
dwolla-customer-country,
dwolla-customer-postal,
dwolla-customer-dob,
dwolla-customer-ssn,
dwolla-customer-tos,
dwolla-customer-checkbox,
dwolla-customer-text,
dwolla-submit,
dwolla-vcr-submit,
dwolla-success,
dwolla-success-message,
dwolla-error,
dwolla-error-message,
dwolla-info,
dwolla-info-message,
dwolla-document-type,
dwolla-document-type-select,
dwolla-document-type-select-label,
dwolla-document-choose,
dwolla-document-chooser,
dwolla-document-chooser-label,
dwolla-file-name,
dwolla-document-name-display,
dwolla-document-name-span,
dwolla-document-description,
dwolla-document-label,
dwolla-document-submit
dwolla-customer-businessIndustry,
dwolla-customer-businessClassification,
dwolla-customer-businessType,
tooltip,
tooltip.tooltiptext,
tooltip-shift,
Example Create a Business Verified Customer UI
Create a Business Verified Customer Drop-in Component

Create Beneficial Owners #

The dwolla-beneficial-owners component is used to display a form to collect the required information needed to add Beneficial Owners after the creation of a Business Verified Customer. This component can be paired with the dwolla-business-vcr component or be used in isolation. Business Verified Customers can both send and receive funds, hold a Dwolla Balance, and have a tranfer limit of $10,000 per transfer. To learn more about the different customer types, visit our docs on concepts.

Create client-token possible actions: beneficialowners.create, beneficialownership.read, customer.read, beneficialownership.certify, beneficialowners.update, beneficialowner.documents.create, beneficialowner.delete

Example Configuration and Usage
html
<head>
  <script src="//cdn.dwolla.com/v2.1.9/dwolla-web.js"></script>
  <link rel="stylesheet" href="/styles/create-custom.css" />
  <script>
    dwolla.configure({
      environment: "sandbox",
      styles: "/styles/create-custom.css",
      success: (res) => Promise.resolve(),
      error: (err) => Promise.resolve(),
      tokenUrl: "/tokenUrl",
    });
  </script>
</head>

<body>
  <div class="container">
    <dwolla-beneficial-owners customerId="{{ customerId }}">
    </dwolla-beneficial-owners>
  </div>
</body>
Fields available for pre-filling existing information
  • customerId

View all required vs. optional paramaters in our API Reference.

CSS Classes for Beneficial Owners
css
/* Available css classes for customization*/
dwolla-bo-submit,
dwolla-document-submit,
dwolla-customer-state,
dwolla-customer-input,
dwolla-customer-country,
dwolla-width-1,
dwolla-width-2,
dwolla-width-3,
dwolla-document-label,
dwolla-document-type,
dwolla-document-name,
dwolla-document-name-display,
dwolla-document-submit,
dwolla-document-choose,
dwolla-document-chooser,
dwolla-document-description,
dwolla-span-container,
dwolla-file-name,
dwolla-half-button,
dwolla-half-button-secondary,
dwolla-owner-name,
dwolla-owner-delete,
dwolla-owner-header,
dwolla-owners-summary-container,
dwolla-owners-empty,
dwolla-add-owners-button,
dwolla-owner,
dwolla-owner-status,
dwolla-owner-status-verified,
dwolla-owner-status-incomplete,
dwolla-owner-status-document,
dwolla-button-label-container-nb,
dwolla-button-label-container,
dwolla-link,
dwolla-customer-tos,
dwolla-customer-checkbox,
dwolla-customer-text,
dwolla-text-container,
dwolla-input-container,
dwolla-loading
Example Add Beneficial Owners UI
Add Beneficial Owners Drop-in Component

Document upload #

The dwolla-document-upload component can be used if a Verified Customer or a Beneficial Owner has a document status and needs to upload an identifying document to complete verification of their account. A government-issued document might be required to verify an individual or business's identity.

Create client-token action: customer.documents.create or beneficialowner.documents.create

Example Configuration and Usage
html
<head>
  <script src="//cdn.dwolla.com/v2.1.9/dwolla-web.js"></script>
  <link rel="stylesheet" href="/styles/document-custom.css" />
  <script>
    dwolla.configure({
      environment: "sandbox",
      styles: "/styles/document-custom.css",
      success: (res) => Promise.resolve(),
      error: (err) => Promise.resolve(),
      tokenUrl: "/tokenUrl",
    });
  </script>
</head>

<body>
  <div class="container">
    <dwolla-document-upload customerId="{{ customerId }}">
    </dwolla-document-upload>
  </div>
</body>
Fields available for pre-filling existing information
  • customerId

View all required vs. optional paramaters in our API Reference.

CSS Classes for Document Upload
css
/* Available css classes for customization*/
dwolla-document-type,
dwolla-document-type-select,
dwolla-document-type-select-label,
dwolla-document-chooser,
dwolla-document-chooser-label,
dwolla-document-name,
dwolla-document-name-span,
dwolla-document-submit
Example Document Upload UI
Document Upload Drop-in Component

Display a Verified Customer's Balance #

The dwolla-balance-display component can be used for any customer who already has a Dwolla balance that needs to be displayed. This can be a Personal Verified Customer or a Business Verified Customer.

Create client-token action: customer.fundingsources.read

Example Configuration and Usage
html
<head>
  <script src="//cdn.dwolla.com/v2.1.9/dwolla-web.js"></script>
  <link rel="stylesheet" href="/styles/document-custom.css" />
  <script>
    dwolla.configure({
      environment: "sandbox",
      styles: "/styles/document-custom.css",
      success: (res) => Promise.resolve(),
      error: (err) => Promise.resolve(),
      tokenUrl: "/tokenUrl",
    });
  </script>
</head>

<body>
  <div class="container">
    <dwolla-balance-display customerId="{{ customerId }}">
    </dwolla-balance-display>

    <!-- Example hiding balance if $0.00 -->
    <!--
      <dwolla-balance-display
        customerId="{{ customerId }}"
        hideZeroBalance
      >
      </dwolla-balance-display>
    -->
  </div>
</body>
Fields available for pre-filling existing information
  • customerId — The ID of the customer whose balance will be shown
Optional Attributes
  • hideZeroBalance — If present, the customer's balance will not be shown if it is equal to $0.00
CSS Classes for Balance Display
css
/* Available css classes for customization*/
dwolla-balance,
dwolla-balance-display,
dwolla-error
Example Balance Display UI
Blance Display Drop-in Component

Pay-In #

The Pay-In component can be used when transferring from a Customer's verified funding source into your own Dwolla Client funding source.

In order to utilize this component, you will first need to have a Customer with a verified funding source. This customer can be of type Unverified, Personal or Business Verified Customer.

In order to add a funding source and verify it, you can:

Create client-token action: customer.transfers.send

Example Configuration and Usage
html
<head>
  <script src="//cdn.dwolla.com/v2.1.9/dwolla-web.js"></script>
  <link rel="stylesheet" href="/styles/document-custom.css" />
  <script>
    dwolla.configure({
      environment: "sandbox",
      styles: "/styles/document-custom.css",
      success: (res) => Promise.resolve(),
      error: (err) => Promise.resolve(),
      tokenUrl: "/tokenUrl",
    });
  </script>
</head>

<body>
  <div class="container">
    <dwolla-payin
      customerId="{{ customerId }}"
      blob="{{ blob }}"
      token="{{ token }}"
    ></dwolla-payin>
  </div>
</body>
Fields available for pre-filling existing information
  • customerId
  • amount
  • blob
  • token
CSS Classes for Pay-In
css
/* Available css classes for customization*/
dwolla-payin,
dwolla-payin-submit,
dwolla-amount,
dwolla-amount-label,
dwolla-amount-display
wolla-funding-sources-label,
dwolla-funding-sources,
dwolla-payin-title
Example Pay-In UI
Pay In Drop-in Component

Next steps #

Leveraging Dwolla’s UI Components library is a great way to expedite your integration with the Dwolla Platform by limiting the amount of custom code that you would be required to write.

Get started building with drop-in components by checking out the getting started guide and the API Reference documentation.

Changelog #

Latest v2.1.9 #

The latest version of dwolla-web.js is 2.1.9. If you are currently using v2, we recommend upgrading to 2.1.9.

  • Fixed Submit button double-click issue on customer creation drop-ins.
  • Improve SSN field validation.
  • Added optional hideZeroBalance attribute to <dwolla-balance-display> drop-in.
  • Added new Account Opening drop-in <dwolla-account-opening>.

v2.1.8 #

  • Added optional correlationId field to <dwolla-customer-create>, <dwolla-business-vcr> and <dwolla-personal-vcr> drop-ins.
  • Added optional businessName field to <dwolla-customer-create> drop-in.
  • Added optional hideDBAField attribute to <dwolla-business-vcr> drop-in.
  • Made EIN optional in the <dwolla-business-vcr> drop-in for Business Verified Customers of type Sole Proprietorship.
  • All components are now flow-type components requiring multiple calls to the client-tokens endpoint for granularly scoped actions.
  • Implemented hard-versioning of dwolla-web.js; to use the latest version, you will need to import the exact version rather than just the major version using the CDN script.

v2.1.6 #

  • Changed success callback response structure. In previous versions, upon successful creation of a resource, the location of the newly created resource is returned. In v2.1.6 and onwards, the success JSON response will contain a top-level resource and a response object with the location to the newly created resource.
raw
# Used to be:
{
   "location":"https://api-sandbox.dwolla.com/customers/c81cf726-77ff-4a2a-bfde-1fb1fb90cefd"
}



# Changed to:
{
   "resource":"customers",
   "response":{
      "location":"https://api-sandbox.dwolla.com/customers/c81cf726-77ff-4a2a-bfde-1fb1fb90cefd"
   }
}
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