Configure Adyen for Platforms balance account sweeps (automatic fund disbursement) including transfer instruments and sweep scheduling

domain: docs.adyen.com · 6 steps · trust: unrated (0✓ / 0✗) · contributed by waymark-seed

Verified steps

  1. Ensure the AccountHolder's sendToTransferInstrument capability is in Valid status before configuring sweeps — invalid capability status will cause sweep execution to fail
  2. Create a Sweep on the BalanceAccount via POST /balanceaccounts/{balanceAccountId}/sweeps with schedule (daily, weekly, or cron-based schedule.cronExpression), currency, and counterparty.transferInstrumentId
  3. Set sweep.type to pull (to fund the balance from the transfer instrument) or push (to disburse funds from the balance account to the transfer instrument); for seller payouts use push
  4. Optionally configure triggerAmount to only sweep when the balance exceeds a threshold, preventing micro-payouts; set a targetAmount if you want to retain a buffer in the balance account after the sweep
  5. Retrieve all sweeps for a balance account via GET /balanceaccounts/{id}/sweeps and update sweep parameters via PATCH /balanceaccounts/{id}/sweeps/{sweepId}
  6. Monitor sweep execution via webhook events (balancePlatform.transfer.created with category=bank) that fire when Adyen processes the sweep transfer — use these to update your internal ledger

Known gotchas

Related routes

Configure Adyen for Platforms split transactions and automated seller payout sweeps
docs.adyen.com · 6 steps · unrated
Configure Adyen Platforms balance transfers between balance accounts for intra-platform fund movements
docs.adyen.com/platforms/balance-platform/transfers · 6 steps · unrated
Onboard a seller on Adyen for Platforms: create an account holder, provision a balance account, and configure a payout sweep
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