Overview
Manual onboarding is useful when partners need assistance, custom configuration, or when self-service isn’t available. This guide walks through the complete process.Prerequisites
- Access to EnSync Dashboard
- Partner’s contact information
- List of events partner needs to receive
- List of events partner will publish (if bidirectional)
Steps
1. Collect Partner Information
Use the partner onboarding form in the EnSync Dashboard to collect:- Partner company name
- Contact information
- Events they need to receive
- Events they will publish (if bidirectional)
- Any special requirements
2. Create Partner App
The dashboard automatically creates an app and generates:- appKey (for authentication)
- appId (public identifier)
- appSecret (for decryption)
3. Securely Share Credentials
Send the partner their credentials through a secure channel: Share with partner:- appKey (for authentication)
- appSecret (for decryption)
- Use encrypted email or secure file sharing
- Never share via plain email or Slack
- Consider using password-protected documents
- Share credentials separately from instructions
4. Provide Integration Instructions
Send the partner:- Node.js
- Python
5. Share Your appId (If Bidirectional)
If the partner will publish events to you:- Get your appId from your app in the Dashboard
- Share it with the partner
- Provide example of how to publish:
5. Test the Integration
Send test event to partner:- Open Logs dashboard
- Filter by partner’s app name
- Confirm event was delivered
- Check for any errors
- Partner should see the test event in their logs
- Partner should successfully process and acknowledge it
7. Go Live
Once testing is successful:- Remove test event subscriptions
- Start publishing real events
- Monitor Logs for first few hours
- Confirm partner is processing events correctly
Post-Onboarding
Monitor Partner Activity
In the EnSync Dashboard:- Navigate to Integrations tab to view onboarded partners
- Check partner status (active/inactive)
- Review Logs for delivery status
- Monitor error rates
- Review event throughput
Update Permissions
If partner needs access to additional events:- Navigate to Apps section
- Find partner’s app
- Update send/receive permissions
- No need to regenerate credentials
Rotate Credentials
If credentials are compromised:- Create new app in the Dashboard
- Share new credentials with partner
- Partner updates their configuration
- Delete old app after transition
Troubleshooting
Partner can’t connect:- Verify credentials are correct (no typos)
- Check app hasn’t been deleted
- Ensure partner is using correct SDK version
- Verify you’re using correct appId in publish calls
- Check partner’s receive permissions include the event
- Review Logs for delivery errors
- Verify partner’s send/receive permissions
- Check event path matches exactly (case-sensitive)
- Ensure event definition exists (if using schemas)