Hubsoft integration with Safra

About Banco Safra

Banco Safra is a privately controlled Brazilian bank known for personalized management and investments. It serves individuals and businesses with accounts, credit, and financial services. ISPs with a Safra account can use the collection portfolio in Hubsoft.

What the integration does

• API registration: Hubsoft sends the bank slip to Safra without a remittance file. Registration occurs within 5 minutes after issuance.
• CNAB 240 and 400 remittance: for registration through file exchange.
• CNAB 240 and 400 return: Hubsoft processes the return file and clears paid invoices.
• Collection delivery: email, SMS and messaging apps, notifications in the Customer App, and phone calls.

What you need

• A Safra account with a collection agreement and the information provided by the account manager.
• For the API: activation of Safra’s Online Registration of Collection Bank Slips feature and the credentials provided by the bank.
• Hubsoft Financial Module, included with the license.

How to activate

1. Go to Configuration > Finance > Collection Method, click Add, and select Banco Safra.
2. Complete the Configuration tab with the agreement details.
3. Complete the certification: generate three test bank slips, send the remittance file, make a payment, and process the return file.
4. Ask the account manager to activate Online Registration and provide the credentials.
5. In the API tab of the collection method, activate the integration and add the credentials under Extra Parameters.
6. Generate a test bank slip and confirm that it was registered within 5 minutes.

The step-by-step guide with screenshots is on the Safra page in the Hubsoft wiki.

Limitations

• Safra’s API only registers the bank slip. Clearing and settlement continue through remittance and return files.
• If the days-before-due-date field is left blank, Hubsoft sends all pending bank slips through the API.

Frequently asked questions

What functions does Safra’s API have in Hubsoft?

Only bank slip registration. Settlement comes through the return file.

Why wasn’t the bank slip registered through the API?

Errors are usually specific to customer data or communication with the bank. Hubsoft Support analyzes each case.

Can I edit the collection method I already use?

The wiki recommends creating a new collection method for each certification.

Reviewed on 10/10/2026.