Inviting Your Customer

To establish a connection and retrieve data from Your Customer's Accounting System, you must invite them to use the Onboarding Flow. You can do this in several ways.

Embed it within Your Platform

You can embed the Onboarding Flow in an iframe so that you control the size and layout of the flow, and the area outside the iframe (e.g. your app chrome or branding). Your Customer completes the flow without leaving Your Platform.

Redirect to the Onboarding Flow

You can redirect Your Customer from Your Platform to the Onboarding Flow. When they finish, they can be redirected back to Your Platform automatically. Use the redirect URL parameters to configure the return URL and delay.

Direct link

If you share a link to the Onboarding Flow with Your Customer (e.g. via email), you should first direct them to Your Platform, where you create a new Consent, generate a One-Time Code, and then redirect them to the Onboarding Flow. Do not share a direct link via another channel (e.g. email) without this flow—the One-Time Code could expire or be consumed by link previews (e.g. email scanners, Slack), causing the link to fail.

Do not share a direct link to the Onboarding Flow except from within Your Platform. If you share a direct link via another method (e.g. email), the One-Time Code could expire or be invalidated by link previews, causing unexpected behaviour.