Overview

What is the Onboarding Flow?

The Onboarding Flow is how The Client invites Your Customer to connect their Accounting System and share their data with you via API.1.

The Onboarding Flow is available at https://onboarding.zwapgrid.com. You use a valid Consent ID and One-Time Code to build the URL and invite Your Customer.

• Inviting Your Customer – Embed in an iframe, redirect from Your Platform, or use a direct link (with caveats).

• URL and parameters – How to build the Onboarding Flow URL (Consent ID, OTC, redirect URL, redirect delay).

• One-Time Code – Generating the OTC via the Consent API, validity, and URL encoding.

• Accounting Systems – Let Your Customer choose a system or deep link to a specific one; supported systems and IDs.