#pocketvendor_api

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cyan nymphBOT
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late radish
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Hello there

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I'm not sure what you are referencing exactly with onbrd_xxxx, but no, that's not an object we expose in our API.

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When a user wants to onboard you should generate a fresh Account Link.

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That is indeed the proper way to do this.

fair fossil
late radish
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Yeah that's an OAuth link so that is a bit different.

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But overall that isn't the way you would want to programmatically handle onboarding

fair fossil
late radish
fair fossil
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I do, as my platform doesn't require all accounts to be CBSP.

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It's for a small subset of people that want to install my POS apps on their readers.

late radish
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Ah you are onboarding already-created accounts.

fair fossil
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So basically they want to setup a new account very quickly

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To be CBSP, to allow for registering/installing

late radish
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For CBSP you should use the flow I mentioned above.

fair fossil
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... it's the most efficient way I've found so far, unless you have a better idea!

late radish
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You really should only use the Dashboard generated link for one-off onboardings

fair fossil
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Maybe I am misunderstanding, but are you saying I can convert Standard Connect accounts to be CBSP?

late radish
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No

fair fossil
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My app has onboarded hundreds of thousands of users via OAuth over the last 10 years, and none get converted to CBSP so I assumed I had to do this

late radish
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New accounts created by your platform will be CBSP.

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To do that, you use Standard Connect Onboarding.

fair fossil
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Right, but not all accounts are new that OAuth with my platform

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These people may already have an account, connected to another platform, but still want to use the POS on the S700

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Also I was born in Bismarck ๐Ÿ™‚

late radish
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Yep if they already have an account you can connect them via OAuth.

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However you won't have platform controls (CBSP) for those accounts.

fair fossil
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Right

late radish
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You are saying your issue is short expiring OAuth links, right?

fair fossil
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Short expiring links for these people to create a new Stripe account, secondary to their main account, for S700 installation

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I've done it both ways (AccountLinks and the Dashboard button). But the latter requires me to send an additional support email to them. I was hoping to make it self service.

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  1. User visits my website
  2. Toggles country
  3. Website creates link to create new (cbsp) account
late radish
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You don't need an email

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Just the country as you stated.

fair fossil
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But this is the 5 min link, not 7 days correct?

late radish
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So they visit your website, toggle country, you create a Standard Account, you redirect them to onboarding via an Account Link. If they leave and return then you create a fresh Account Link to redirect them back to onboarding.

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That is the typical and recommended flow here.

fair fossil
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Ok I see

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and that will create the cbsp account

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*new

late radish
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Yep

fair fossil
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Thank you for clarifying. I guess the point I was hoping to avoid was having to regenerate a link each time it expires, but sounds like that is unavoidable

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And lastly, will this flow create a sub-account or should they be logged out to use it?

late radish
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Can you clarify what you mean by that?

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Like will it create a new account?

fair fossil
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Consider this: will the user, who already have a Stripe account, be able to use the toggle in the upper left corner of the Dashboard to get to this new account, or will they need to log out and into a new account?

late radish
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If they use the same login for the new account then yes they can toggle between all of their accounts with that login.

fair fossil
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Awesome, thanks for your help!