Onboard your customers

If you have opted to use the Connect Onboarding toolkit as a Partner, this guide offers an overview of embedding your customer’s onboarding process into your platform.

Step 1: Create an OAuth application

The Mollie Connect product suite relies on OAuth to manage one or more connected accounts. To start the implementation, create an OAuth app using the guidelines in the Getting started guide for OAuth.

To ensure seamless interaction between onboarded customers and Mollie through your integration, carefully select the appropriate subset of OAuth permissions (referred to as scopes in OAuth terminology). Refer to the complete Permissions list, API references, and your platform’s operations to determine the necessary permissions.

In most cases, organizations.read and onboarding.read are recommended for monitoring account status. Note that adding permissions at a later stage will require the merchant to re-connect the app. For personalized advice, contact [email protected].

You can configure co-branding of the onboarding interface in your Mollie account. Go to the Developers -> Your Apps and select your app of choice. You can customize the following elements:

• Company Logo & Color, to ensure a consistent style across Mollie’s onboarding steps.
• Back URL, to seamlessly redirect users back to your platform upon completing the onboarding process.

Leverage the preview functionality to visualize and ensure that the onboarding screens align with your expectations.

Step 2: Create an organization for your customer

If your platform only needs to connect existing Mollie organizations, choose our standard OAuth implementation. For a seamless and automated Mollie onboarding experience, consider using the Client Links API built on Mollie’s OAuth.

Send customer details to the Create Client Link endpoint, enriching it with OAuth app details. Pre-fillable data includes:

• Personal data of your customer
  • First Name
  • Family Name
  • Email address
• Organization name
• Address
• Registration number
• VAT number

The call returns the clientLink to redirect the customer to the authorization screen (as above). If it is a new customer, an organization will be created, the OAuth app authorized and your customer will be logged into their newly created Mollie Dashboard.

For existing organizations, the OAuth authorize screen will be shown. In both scenarios, the customer returns to the redirect_url of your OAuth application, and the regular OAuth flow follows.

Step 3: Configuring your customer’s profiles

As your customer continues onboarding at Mollie, they will configure one or more website profiles. Profiles represent merchant storefronts, allowing for multiple trade names or markets within one account. Payment methods and transactions are always associated with specific profiles.

We recommend managing profiles on your customer’s behalf through Profiles API to optimize the onboarding process:

• Send data to create a profile for your app using the Create profile endpoint.
• Enable payment methods through the API, noting that some methods may require additional API steps.

Step 4: Wait for your customer to complete Onboarding

While waiting for your customer to complete their onboarding, use the Onboarding status endpoint response to display the appropriate message.

Possible statuses are needs-data, in-review, and completed. If needs-data is returned, Mollie requires more information and the API response contains a _links/dashboard deep link to the customer’s onboarding wizard. We recommend including the link in your application with a clear call-to-action.

Two milestones, canReceivePayments and canReceiveSettlements, indicate progress during onboarding. Display the following onboarding status messages:

Once canReceivePayments flag is true, you can start creating payments.