Send Onboarding Emails to Vendors

After updating the vendor data during the migration process, the next step is to invite them to complete their onboarding with UNIPaaS. This involves sending them an email containing a unique onboarding link, through which they can accept the Master Service Agreement (MSA) and provide any missing information required to activate their accounts.

1. Prepare the Vendor Data

Before sending out any emails, ensure the vendor data is correctly updated in your system.

• Verify Email Addresses: Ensure that each vendor's email address is accurate to prevent bounce-backs.
• Check Data Completeness: Confirm that all mandatory fields are populated to facilitate a smooth onboarding process.

2. Generate Onboarding Links via API

You can programmatically generate onboarding links for your vendors using the UNIPaaS Vendors API. This method is efficient for bulk operations and can be easily integrated into your existing systems.

• Obtain API key from the UNIPaaS portal to authenticate your API requests.
• Perform HTTP /GET request to the API endpoint for each vendorId provided in the migration output file and including necessary headers:

Authorization: Bearer {{your_api_token}}
Content-Type: application/json

bash
Copy code
curl -X GET \
  https://api.unipaas.com/v1/vendors/{vendorId}/links \
  -H 'Authorization: Bearer your_api_token' \
  -H 'Content-Type: application/json'

• Handle the API JSON response containing the onboarding link

Example:

{
  "vendorId": "12345",
  "onboardingLink": "https://onboarding.unipaas.com/link/abc123"
}

• Parse though the JSON response to extract the onboarding link for each vendorId
• Automate the link generation process for all your vendors by looping though the list of vendor IDs

3. Create an Email template

Draft an informative email containing the onboarding link and clear instructions.

Subject: Action Required: Complete Your UNIPaaS Onboarding

Body:

Dear [Vendor Name],

As part of our transition to the UNIPaaS payment platform, we require you to complete a quick onboarding process. This will ensure uninterrupted service and access to enhanced payment features.

Please click the link below to begin your onboarding:

[Onboarding Link]

Through this link, you will be able to:

• Review and accept the Master Service Agreement (MSA).
• Provide any missing information required to activate your account.

If you have any questions or need assistance, feel free to reach out to our support team at [Support Email] or call us at [Support Phone Number].

Thank you for your prompt attention to this matter.

Best regards,

[Your Name]
[Your Title]
[Your Company Name]

Tips:

• Replace placeholders like [Vendor Name], [Onboarding Link], [Support Email], and [Support Phone Number] with actual data.
• Maintain a friendly and professional tone.