A channel partner provides B54 with customer partners.
Introduction
This document helps the developer to connect the channel partner's customers (AKA customer partners) to B54.
The API integration involves the following steps:
- Create the channel partner account
- Create customer partner account
- Fetch all customer partner accounts
- Fetch customer partner account details
- Complete credit assessment
- Invoice upload
- Update customer partner webhook
Create channel partner account
Reach out to us to create a channel partner account internally. You should get a channel partner id as a response from us. This will be the reference used to create customer partner accounts.
Create customer partner account
This is the endpoint that will be called to add the channel partner's customers
Fetch all customer partner accounts
This is the endpoint that will be called to all customer partner accounts attached to your integration
Fetch customer partner account details
This is the endpoint that will be called to fetch the customer partner account information including the lockbox account information
Complete credit assessment
After creating a customer partner, you have to complete credit assessment for that customer. The credit assessment process is where we evaluate the customer
This endpoint could be called more than once depending on if we need you to review and reupload any document with issues.
Invoice upload
This endpoint allows you to upload invoices on behalf of the customer.
Update customer partner webhook
This endpoint allows you to update the webhook URL of the customer partner for receiving notifications like invoice approval, invoice denial and invoice payment.
Check here for more details about the endpoints
Note
- The channel partner would receive notifications on behalf of the CuP until API integration is completed
- After API integration is complete, the customer partner will receive an email to reset their password. The API key will also be reset after integration