Partners

    Becoming a partner

    What to send HelloLedger, what you get back, and how to go live.

    What to send us

    • Your app's name, as users should see it on the approval screen.
    • The email address of the person who will manage your partner settings.
    • A billing contact (for partner-billed companies) and a technical contact.

    Partner settings

    Your admins sign in to HelloLedger with the invited email address and open Partner settings (/app/partner). From there they manage everything for your app:

    • Redirect URIs. They must match exactly, including the path. Every admin and contact is emailed when they change.
    • Turn on Connect to get your client_id, which is safe to put in links, and your client secret, shown once.
    • Rotate the secret. The previous secret keeps working for 24 hours so you can deploy the new one. Company keys aren't affected.
    • Billing and technical contacts, and which teammates are admins.
    • Connected companies, who pays for each, and this month's partner bill.
    • Your app's name, permissions, and pricing are set by HelloLedger. Contact us to change them.

    Going live

    • Connect a test company end to end: approve, exchange the code, call GET /v1/whoami, then send a customer and an invoice.
    • Try the cancel path and a reused code so your app handles access_denied and invalid_grant.
    • Add a Connect HelloLedger button where your users manage integrations, and show which company is connected.

    Partner billing

    Companies you connect with billing=partner are invoiced to you monthly, one line per business, at partner pricing. Use GET /v1/partner/companies to see the list HelloLedger bills from.