Guides.

Welcome

Thanks for your interest in integrating with Cohort Go! Our goal is to make your integration deliver the best balance of user experience versus complexity on your end for development. Please checkout the relevant section below based on your entity role as education agent or education service provider (e.g. universities, accommodation providers, etc.)

Agent Integration Overview

We offer various levels of integration options to education agents as listed below. You can choose the integration option that best suits your needs and your IT development capability.

OptionsReferralWidgetZapier IntegrationService based API IntegrationWhite-label API Integration
OverviewFor agents who would like to immediately start booking payments and OSHC without any dev work.For agents who would like to provide quotes of payments or OSHC on their websites with minimum dev work. For agents whose CRM is integrated with Zapier and want to remove double student data entry.For agents who would like to book payments & OSHC within your own system with minimum redirection to Cohort Go.For agents who would like to book payments without leaving your own system.
Integration modelAgent ad-hoc payment referral portal and OSHC purchase referral portal, for your students to book payments & OSHC themselves.Agents embed the Cohort Go Payment Rate widget & OSHC quote widget in your own website, for your students to get the price and book payments & OSHC themselves.Automatically sync students data from your agent CRM to Cohort Go platform via Zapier integration.API integration on payment request creation & OSHC application booking.

A payment link is returned for your counselors to send to your students, where they’ll be redirected to the Cohort Go portal to select payment method, complete additional student & payer identity details and get the payment instruction.
API integration on student and payment creation, with payment instructions returned via API for your students to transfer the money.
PricingFreeFreeFree*Free
  • No API setup fee.
  • No ongoing monthly fee.
Free
  • No API setup fee.
  • No ongoing monthly fee.
Development Capacity Required at Agent EndZeroLowLowMediumHigh
Level of Data Entry from Agent Users in Cohort Go systemZeroZeroZero for Student Creation.

Manual data entry is required for payment creation & OSHC booking.
ZeroZero
Receive Commissions from Cohort Go as per agreementYesYesYesYesYes

Integration Options

Referral
Overview

For agents who would like to immediately start booking payments and OSHC without any dev work.

Integration model

Agent ad-hoc payment referral portal and OSHC purchase referral portal, for your students to book payments & OSHC themselves.

Pricing

Free

Development Capacity Required at Agent End

Zero

Level of Data Entry from Agent Users in Cohort Go system

Zero

Receive Commissions from Cohort Go as per agreement

Yes

Widget
Overview

For agents who would like to provide quotes of payments or OSHC on their websites with minimum dev work.

Integration model

Agents embed the Cohort Go Payment Rate widget & OSHC quote widget in your own website, for your students to get the price and book payments & OSHC themselves.

Pricing

Free

Development Capacity Required at Agent End

Low

Level of Data Entry from Agent Users in Cohort Go system

Zero

Receive Commissions from Cohort Go as per agreement

Yes

Zapier Integration
Overview

For agents whose CRM is integrated with Zapier and want to remove double student data entry.

Integration model

Automatically sync students data from your agent CRM to Cohort Go platform via Zapier integration.

Pricing

Free*

Development Capacity Required at Agent End

Low

Level of Data Entry from Agent Users in Cohort Go system

Zero for Student Creation.

Manual data entry is required for payment creation & OSHC booking.

Receive Commissions from Cohort Go as per agreement

Yes

Service based API Integration
Overview

For agents who would like to book payments & OSHC within your own system with minimum redirection to Cohort Go.

Integration model

API integration on payment request creation & OSHC application booking.

A payment link is returned for your counselors to send to your students, where they’ll be redirected to the Cohort Go portal to select payment method, complete additional student & payer identity details and get the payment instruction.

Pricing

Free

  • No API setup fee.
  • No ongoing monthly fee.

Development Capacity Required at Agent End

Medium

Level of Data Entry from Agent Users in Cohort Go system

Zero

Receive Commissions from Cohort Go as per agreement

Yes

White-label API Integration
Overview

For agents who would like to book payments without leaving your own system.

Integration model

API integration on student and payment creation, with payment instructions returned via API for your students to transfer the money.

Pricing

Free

  • No API setup fee.
  • No ongoing monthly fee.

Development Capacity Required at Agent End

High

Level of Data Entry from Agent Users in Cohort Go system

Zero

Receive Commissions from Cohort Go as per agreement

Yes

* Requires the agent has subscribed to Zapier Integration Service

How to Integrate?

Referral

Please talk to your CohortGo Account Manager or contact us via support@cohortgo.com to get your payment referral portal and OSHC referral portal URLs.

Widget

  1. Checkout Payment Estimator widget, login with your agent user account to access the code you can embed in your website to start using this widget.
  2. Checkout Insurance Estimator widget, login with your agent user account to access the code you can embed in your website to start using this widget.

Zapier Integration

Please checkout the Zapier Integration Guide.

Service based API Integration

  1. Receive demo account from Cohort Go. Contact us so that we can set you up an account on our test/demo platform.
  2. Choose how you're looking to authenticate with us: Authentication Options.
  3. Create Student & Implement Payment: Creating Payment Requests
  4. Implement Insurance: Book Insurance from your website
  5. (Optional): Manage students: Manager your students via API

White-label API Integration

  1. Receive demo account from Cohort Go. Contact us so that we can set you up an account on our test/demo platform.
  2. Choose how you're looking to authenticate with us: Authentication Options.
  3. Book Payment Transactions: Booking Transactions via our API

If you're finding you'd like to do more with our API, please don't hesitate to get in touch with us via support@cohortgo.com!

Provider Integration Overview

Cohort Go Student Payment Integration

For providers that would like to use our Cohort Go Payment product to collect payments from students, we offer two levels of integration as listed below. You can choose the integration option that best suits your IT development capacity.

OptionsForm Post & RedirectionWhite-label API Integration
OverviewFor providers who would like to collect and pass basic payment details via easier integration and redirect their students to Cohort Go to complete the payment.For providers who would like their students to book payments without leaving your own portal.
Integration modelBasic payment details Form Post to Cohort Go, and students will be redirected to the Cohort Go Payment link.API integration
PricingFreeFree
  • No API setup fee.
  • No ongoing monthly fee.
Development Capacity Required at Agent EndLowHigh
Control of User ExperiencePartial control until students get redirected to Cohort Go Payment Link.Full control since students reside in the provider's own portal.

Integration Options

Form Post & Redirection
Overview

For providers who would like to collect and pass basic payment details via easier integration and redirect their students to Cohort Go to complete the payment.

Integration model

Basic payment details Form Post to Cohort Go, and students will be redirected to the Cohort Go Payment link.

Pricing

Free

Development Capacity Required at Agent End

Low

Control of User Experience

Partial control until students get redirected to Cohort Go Payment Link.

White-label API Integration
Overview

For providers who would like their students to book payments without leaving your own portal.

Integration model

API integration

Pricing

Free

  • No API setup fee.
  • No ongoing monthly fee.

Development Capacity Required at Agent End

High

Control of User Experience

Full control since students reside in the provider's own portal.

How to Integrate?

Form Post & Redirection

  1. Receive demo account from Cohort Go. Contact us so that we can set you up an account and your inbound domain on our test/demo platform.
  2. Check out Form Post guide.

White-label API Integration

  1. Receive demo account from Cohort Go. Contact us so that we can set you up an account on our test/demo platform.
  2. Choose how you're looking to authenticate with us: Authentication Options.
  3. Check out Booking Transactions via API guide.
  4. If you encounter any errors, please check Common Potential Errors when Booking Payments via the Transactions API.

Cohort Go Provider Outbound Payment Integration

For providers who would like to use our Cohort Go Payment product to make student refunds, you can use our "Bank Details" Javascript Component and our API to make your end-to-end student refund process integrated directly into your own system.

How to Integrate?

  1. Receive demo account from Cohort Go. Contact us so that we can set you up an account on our test/demo platform.
  2. Choose how you're looking to authenticate with us: Authentication Options.
  3. Check out Automate Your Student Refunds Guide.

Ancillary Service

Single Sign-On

For providers who use Cohort Go products and services via the Cohort Go platform, to eliminate the needs for your users to login specifically to the Cohort Go platform, we offer a Single Sign On option which utilizes your organisation's central user directory. Cohort Go is compatible with any SAML-compliant directory server, including Microsoft Active Directory.

For further details to achieve this, please check out the Single Sign on Guide.

SFTP Data Import

For providers who use Cohort Go Agent Management services and would like to frequently import student and their enrolment data from your own system to Cohort Go, we offer a SFTP access for delivering files automatically from your internal systems to us.

Our Technical Product Support Analyst will help to configure the data import template as a prerequisite step during the onboarding and implementation phase with you.

Once the data import template is configured, you can follow the Uploading data via SFTP Guide to configure and connect to our designated SFTP server to automatically upload the data to your Cohort Go portal based on the data files you added to the SFTP server.

* You can click here to visit the previous guides page.