Introducing headless onboarding: make the accounting connection journey your own
Headless onboarding is now in Preview. You can make the accounting connection journey feel like part of your own product, while Zwapgrid handles the connection behind the scenes.
You know your customers and what works for them. With headless onboarding, you design the screens, language and flow that guide them through connecting an accounting system. The journey can match your brand and make sense in the context of your product.
A connection journey designed by you
Your customer begins in your product and follows the steps you create. You decide how to introduce the connection, explain what is needed and guide them through it. The authorization itself still follows the requirements of the accounting system: for example, where a provider uses OAuth, your customer signs in and approves access with that provider.
How it works
- Prepare the connection. Choose a supported system, make sure its System Setting is published and create a Consent for the company you want to connect.
- Guide your customer. Build the customer-facing steps in your product and obtain the authorization or credentials required by that system.
- Complete the connection. Send the connection request through the Consents API. Zwapgrid validates and completes the connection. Once connected, use API.1 to access the available accounting data.
The exact steps differ by system. Our headless onboarding guide explains what your application needs to handle for each one.
Available in Preview for client-managed connections
Headless onboarding currently supports Fortnox, Xero, Business Central, Procountor, Spiris, Björn Lundén and Netvisor when you manage the accounting-system application or credentials required for the connection. You still configure the relevant System Setting in Zwapgrid; some systems can use a default setting.
This is a Preview feature, so the API and setup guidance may evolve. We recommend using the current documentation as you build. Support for more systems is planned.
Explore what this could look like in your product
Want to talk through your onboarding flow? Get in touch with us.
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