Embedding Routable into your application is easy! We'll walk you step-by-step through the process of getting a basic Routable integration up and running.
Some accounting software suites allow you to create a sandbox environment as well, which can be linked to a Routable sandbox to test the full integration between platforms:
Are you planning to integrate your accounting software?
If you intend to integrate Routable with QuickBooks Online, Xero, NetSuite or any other accounting suite, we strongly recommend doing so in a sandbox environment first and/or doing so before you go live with your Routable API integration wherever possible. Activating an accounting software integration will slightly change the required payload structure for Payables, and as such, activating the integration after your code is written will break your code until the required changes are made.
Once you have your sandbox ready, generate an API Token for it and store it in a safe place. You won't be able to access it again from the Routable Dashboard, so you'll have to re-generate it if you lose it.
Now that you've got your development environment all set, it's time to decide how you want to integrate Routable into your platform. Do you want to control all aspects of your vendor experience, or do you prefer to use Routable to provide an onboarding experience for your vendors that is still branded for your company?
Let us automate your Routable experience
The Routable API can be used to automate many tasks like onboarding your vendors , creating Payment Methods for the Companies you interact with, and managing the payment acceptance flow. If you'd prefer not to build the user interface for all of these workflows yourself, Routable provides a complete interface solution that you can kick off with a single endpoint call. You can easily add your company branding to the interfaces we provide.
Take full control by embedding the Routable experience
For those who want more control over their user experience, Routable can be baked into your platform via our API. We provide endpoints to add vendors and customers and collecting their payment methods.
Somewhere in between
These pathways are not mutually exclusive. Mix and match API calls from either methodology to get exactly the right fit for the needs of your Routable implementation. If neither solution seems like a direct fit for you, reach out to the Routable Developer Experience team at [email protected] and we'll work with you to help you customize your Routable experience.
No matter which path you choose, getting accounts payable solved is just around the corner with Routable!
We'll navigate through four steps in this section:
- Onboarding Your Vendors
- Collecting Payment Information
- Creating Your First Payable
- Displaying Payment Details (Optional)
See the sub-sections of this article for details on each step. You'll be up and running in no time!
Keep it secret, keep it safe
When embedding Routable in a client application, make sure that you call your own server-side controllers that in turn communicate with Routable using the Routable API key.
It's extremely important that you don't embed your Routable API key in an untrusted environment like a mobile or frontend application.
Updated about 1 month ago