# Send Onboarding Emails to Vendors

> For the complete documentation index, see [llms.txt](/llms.txt).

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](/reference/#tag/vendor/GET/vendors/%7BvendorId%7D/links). 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:

- Code

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

* cURL

  ```Text
  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:

* Code

  ```plaintext
  {
    "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.*