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.

Step	Action	Documentation link
1	Apply for a developer account	Developer application process
2	Understand the different AppDirect product types	Product types
3	Understand add-ons	Manage add-on products
4	Understand credentials and authentication on the AppDirect platform	Configure product integration security
5	Understand the Subscription event flow	Integration events
6	Error codes you need to set up on your platform	Event error codes
7	Understand the event flags	Event flags
8	Understand how to integrate your SSO with AppDirect	Authentication

Create your product

Step	Action	Documentation link	Effort
1	Set up your credentials for product integration	Manage credentials	Low
2	Build your mechanism to do a credential handshake. Use OAuth2.0 separate credentials authorization.	Configure product integration security	High
3	Build your integrations	You do this on your platform	High
4	Make sure you capture the event flags correctly. This was a preparation step.	You do this on your platform	Medium
5	Create your product	Add products	Low
6	Create an edition for your product	Add editions	Low
7	Add basic branding data for your product	Edit product profiles and branding	Low
8	(Optional) Preview your product. See how it appears and behaves on the marketplace.	Preview product profiles	Low
9	Add integration endpoint URLs. AppDirect will send notifications to these URL endpoints.	Edit integration	Low
10	Run 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 tests	Low
11	Run the integration report	Integration report	Low
12	Request publication of your product on the AppDirect marketplace. A Marketplace Manager will review your request.	Publish products	Low