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Vendor onboarding checklist

Before you create products on the AppDirect platform consider your commercial goals and complete some preparatory steps.

Commercial considerations

  • Plan your e-commerce strategy
    • Decide on a go-to-market strategy. Think about user experience and what you want for your user.
  • Marketing and payment plan
    • Marketing strategy
    • Pricing plan

Preparation

We recommend you complete the following preparation before you create your products on the AppDirect platform.

StepActionDocumentation link
1Apply for a developer accountDeveloper application process
2Understand the different AppDirect product typesProduct types
3Understand add-onsManage add-on products
4Understand credentials and authentication on the AppDirect platformConfigure product integration security
5Understand the Subscription event flowIntegration events
6Error codes you need to set up on your platformEvent error codes
7Understand the event flagsEvent flags
8Understand how to integrate your SSO with AppDirectAuthentication

Create your product

StepActionDocumentation linkEffort
1Set up your credentials for product integrationManage credentialsLow
2Build your mechanism to do a credential handshake. Use OAuth2.0 separate credentials authorization.Configure product integration securityHigh
3Build your integrationsYou do this on your platformHigh
4Make sure you capture the event flags correctly. This was a preparation step.You do this on your platformMedium
5Create your productAdd productsLow
6Create an edition for your productAdd editionsLow
7Add basic branding data for your productEdit product profiles and brandingLow
8(Optional) Preview your product. See how it appears and behaves on the marketplace.Preview product profilesLow
9Add integration endpoint URLs. AppDirect will send notifications to these URL endpoints.Edit integrationLow
10Run ping tests to test your integration endpoint URLs. When all the indicator circles turn green, all tests have passed. If any ping tests fail, fix the URL endpoint on your platform.Run ping testsLow
11Run the integration reportIntegration reportLow
12Request publication of your product on the AppDirect marketplace. A Marketplace Manager will review your request.Publish productsLow

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