CardSwitcher Integration Guide with Unit Platform

# Knot CardSwitcher Integration with Unit... ## Introduction Knot's CardSwitcher is a tool that allows your customers to automatically set their Unit card as the default payment method where they shop. This integration enhances customer engagement from the first day and increases revenue by making recurring payments and subscriptions use the Unit card by default. Unit has partnered with Knot to provide seamless integration for you to embed this solution within your user experience with enhanced convenience and security. ## How Knot CardSwitcher Works 1. Your customer receives their physical or virtual Unit card. 2. The customer selects a merchant within the Knot CardSwitcher experience and inputs their login credentials for that merchant. 3. Knot securely fetches the card details in the background and updates the merchant's saved card information to make the Unit card the default payment method where possible. 4. Subsequent purchases at that merchant automatically use the Unit card. ## Benefits of Using Knot CardSwitcher - **Accelerated Customer Spend:** Easily put your card at the top of wallet, driving immediate and recurring spend with a few lines of code. - **Lightning Fast Updates:** Card updates typically complete within 15 seconds, ensuring minimal delay. - **Customizable User Experience:** Fully customize the CardSwitcher interface to align with your brand and optimize user conversion. ## Implementation Steps ### Technical Integration 1. Contact your Unit Customer Success Manager to authorize Knot’s access to the required data via Unit’s partner token capability for both sandbox and production environments. 2. Review Knot’s QuickStart guide to understand the integration process. 3. Integrate the Knot CardSwitcher SDK into your application using your preferred platform: - iOS - Android - React Native - Web - Flutter 4. Provide your organization’s name to Knot so they can configure your client setup, enabling the Unit Integration feature where user data is sourced directly from Unit via the Card ID. ### Agreements - **End Customer Agreements:** Customers agree to Knot's Privacy Policy during their use of the CardSwitcher experience. - **Partner Agreements:** You will contract directly with Knot and benefit from special rates exclusive to Unit customers. This integration helps you provide an enhanced, secure, and efficient payment experience for your customers, boosting card usage and loyalty throughout the merchant ecosystem.