organization_type, which determines required API fields, dashboard navigation, and which modules apply to your contract.
Not sure which path you are on? Check Dashboard → Configuración → Empresa or ask your Clausum account team.
Three client profiles
Merchant (Comercio)
E-commerce, marketplaces, and direct checkout integrations.
PSP / Aggregator
Payment service providers routing assess per sub-merchant.
Bank / Fintech
Core banking, treasury, pay-in rails, and payout disbursements.
How documentation is organized
See the full capability catalog for which modules each segment typically uses.
Shared first steps (all segments)
1
Access sandbox
Sign in at sandbox.clausum.ai — see Access & environments.
2
Open Conexiones
Create keys and webhook URLs under Dashboard → Conexiones.
3
Run simulation
Validate rules in Simulación before production traffic — Simulation.
Commercial modules (reference)
Your contract defines which modules are active — the segment guide marks required vs optional steps.