Set Up Your Olive Program
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      3. Set Up Your Olive Program

      Integration Guide: Configure Round-Up Settings

      Add round-up rules to your rounding program that will automatically apply to all members

      Olive API

      To configure round-up settings for your rounding program,

      1. Create an asset-building program.
        Endpoint: Create Asset Building Program (POST /asset_building_programs)
      2. Create a round-up rule.
        Endpoint: Create Round Up Rule (POST /round_up_rules)
      3. Add the newly created round-up rule to your rounding program.
        Endpoint: Add Round Up Rule to Asset Building Program (POST /asset_building_programs/{id}/asset_building_program_round_up_rules)

      When creating an asset-building program, set the isDefault parameter to TRUE so that all members are automatically added to the rounding program upon signup. 

      Set a Default Rounding Maximum (optional)

      If you would like to set a maximum dollar amount that members can be charged for round-ups at the end of each month, you can do so by calling the endpoint below and updating the defaultMemberRoundingPeriodTotalMax parameter.

      Endpoint: Update a Client (PUT /clients/{id})

      Olive Customer Portal

      Alternatively, you can create your rounding program and add round-up rules via the Customer Portal.

      See Rounding for more details on how to add a new rounding program and create round-up rules. Rounding types and their definitions can be found in the Create a round up rule section.