Lifecycle guides

Issue cards end to end, update card settings, and export card data.

In this section

Issue cardsThe end-to-end issuance journey, step by step.Update card settingsChange settings and spending limits, from the Dashboard or with the API.Export card dataDownload a CSV of your project's cards, from the Dashboard or with the API.

Issue cards end to end

Use this overarching journey to help you issue the types of cards you need with the design you want. Not every guide linked here applies to every use case.

Step 1: Configure your card design

Choose a standard or custom card design, then choose your packaging.

• Configure standard cards
• Design custom cards
• Choose your packaging (available for both standard and custom card designs)

Step 2: Add account members

Before being issued a card, each future cardholder must become a member of that account.

• Add one account member
• Add multiple account members

Card language

Card language is chosen when adding account memberships. Ask your user to choose their card language, or choose it for them, before continuing to step 3.

Step 3: Add a virtual card

You can add one or multiple virtual cards. You can also have the physical card printed at the same time the virtual card is created.

• Add one virtual card
• Add multiple virtual cards
• Print a physical card when adding a virtual card

Step 4: Get card information

As soon as you add a virtual card, it's available for eCommerce transactions. You'll need the card number and other sensitive information to make those transactions.

• View a virtual card's sensitive information

Step 5: Digitize or print the virtual card

You might want to add the virtual card to a digital wallet or print a physical card.

• Print one physical card
• Print multiple physical cards with group delivery
• Add digital cards to Apple Wallet and Google Wallet

Step 6: Update card settings

You can update the settings for a card product at any time. Settings apply to all card types: virtual, physical, and digital.

• Update card settings