Onboarding for partner relationships

API onboarding template

This onboarding checklist can help you to onboard API users and developers into your developer program. It acts as a simple one-page portal where you can check the developer's readiness and educate them in one central place.

Use this template to onboard your partners.

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Checklists work across your team and partners

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API and developer tools onboarding

Welcome to our developer platform! This checklist will guide you through the process of getting access to our API, setting up your developer environment, and making your first request.

No due date

Link tasks to actions, such as completing forms or booking meetings

Account setup and verification

Let's get your initial account set up and verified so we can grant you access to the sandbox environment.

Register for a developer account

Create your account on our developer portal using your company email address.

No due date Open URL

Review and approve developer registration

We will review your registration details and approve your account for sandbox access.

No due date Any team member

Sign the API usage agreement

Review and sign our API terms of service and usage agreement to ensure compliance with our data policies.

Tasks can be for the partners being onboarded, or for the team

Generating credentials

Secure your access by generating your API keys and configuring your network settings.

Generate sandbox API keys

Log into the developer dashboard and generate your client ID and secret for the sandbox environment.

No due date Open URL

Whitelist IP addresses

Add your server IP addresses to the whitelist in the security settings of your developer dashboard.

No due date Open URL

Configure rate limits and billing

Our team will set up your initial rate limits and attach your account to the appropriate billing tier.

No due date Any team member

Integration and testing

Start building! Use our documentation to integrate the API and test your requests in the sandbox.

Review API documentation

Read through our API reference, authentication guides, and best practices.

No due date Open URL

Make your first sandbox request

Use a tool like Postman or cURL to successfully authenticate and make a test request to our sandbox API.

No due date Open URL

Schedule an architecture review

Book a short call with our integration team to review your application architecture before going live.

Conduct technical architecture review

Our engineers will meet with you to review your integration, ensure best practices, and answer any technical questions.

No due date Any team member

Production access

Move from sandbox to production and launch your integration.

Request production access

Submit your integration for review by clicking the 'Request Production Access' button in your dashboard.

No due date Open URL

Review integration and approve access

We will perform a final review of your sandbox logs and approve your production access.

No due date Any team member

Generate production API keys

Once approved, generate your live production API keys. Remember to store these securely and never expose them in client-side code.

No due date Open URL

Click the button below to edit or add tasks, add due dates, and much more...

Free plan • No credit card needed

Customize this template

Or build your own

How to use this template

Three simple steps to onboard your API users & developers

Step 1

Grab this template

Step 2

Send to partners

Only needs an email address. Or add an open invite link to your existing welcome emails.

Step 3

Partners complete tasks

  • Email reminders keep things moving
  • Ask questions or clarify with comments
  • Summary page shows everything you need to know

Free plan • No credit card needed

Customize this template

Or build your own

Loved by 4,500+ happy users

The perfect way to onboard partners

Your brand (even the emails)
Instantly know what's been done
Shows partners what to do
Chases up while you sleep
Everything lives in one place

Free plan • No credit card needed

Customize this template

Or build your own

Sick of the onboarding admin?

Switch to friction-free customer onboarding software

Secure link, no passwords

Accessing a plan (or getting back into it) is as simple as following a link. We're obsessed with useability.

Comment & collaborate

Customers can ask questions right from within a task. They can also invite others in to help them, without bothering you.

HubSpot ready

  • Start new onboarding plans inside HubSpot
  • Adds events to the timeline
  • Updates custom fields
  • Attaches photos and documents

If you don't use HubSpot, no problem. It works great without it too.

White label (including emails)

Every interaction, from invite through to the task page, showcases your brand.

Does the chasing up

Never send a "checking in" email again.
We'll make sure tasks always get done, on time.

Helps you improve

We'll ask partners to rate their onboarding experience.

  • Helps you to constantly improve your processes
  • Make sure your team are delivering exceptional service

Free plan • No credit card needed

Customize this template

Or build your own

Handles complex onboarding too

Calculated due dates

Set due dates calculated on the fly from the start date, a target date, or based off when other tasks are completed.

Sequential tasks

Choose to make tasks sequential, so that tasks need to be completed in order.

Frequently asked questions

How can I use this template?

Just click Customize this template above and we'll take you through a couple of simple steps to create an Onthen account and copy the api onboarding template into it.

Once that's done we'll take you straight into the template editor where you can customize it to your exact needs (there's bound to be a few things you'll do differently).

Finally, once it's ready you can use it to create individual checklists (we call them 'plans') for each of your partners. Just type their email address and we'll do the rest. As they move through the tasks, you'll see their progress in the dashboard.

Who is this api onboarding onboarding template for?

If you run a team that needs to onboard partners then the api onboarding template is a perfect starting point.

You'll first be able to tailor the template to your team's needs, by editing, removing or adding tasks to suit your onboarding process. When it's perfect, onthen has all the tools you need to easily invite partners to it and make sure all the tasks get done, on time.

How do partners use it?

First you'll invite partners to the checklist. You can either send an invite manually, through our HubSpot integration, or by using an invite link that lets anyone with the link create a new checklist.

Your partners won't need to create an account or a password, they'll simply access it with a 6-digit code we'll send to their email.

It's really easy to use and there's nothing to navigate, it's a simple single page onboarding plan that looks pretty much like you see above.

If any task gets forgotten about, we'll send email reminders to nudge your partners to complete everything.

Free plan • No credit card needed

Customize this template

Or build your own

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Manufacturing client onboarding

Use this checklist to onboard new partners into your manufacturing business. It covers all the complex steps involved, such as covering the legal side, through to gathering technical docs, and making sure everything is signed off at the correct stages.

Complete form Upload documents Open URL Docusign Docusign / Sign template