Entity Onboarding Sessions

Entity Onboarding Sessions let your customers onboard themselves by completing Increase-hosted forms. Create a session and redirect your customer to the returned URL. When they’re done, they’ll be redirected back to your site. This API is used for hosted onboarding.

The Entity Onboarding Session object

{
  "created_at": "2020-01-31T23:59:59Z",
  "entity_id": "entity_n8y8tnk2p9339ti393yi",
  "expires_at": "2020-02-01T05:59:59+00:00",
  "id": "entity_onboarding_session_wid2ug11fsmvh3k9hymd",
  "idempotency_key": null,
  "program_id": "program_i2v2os4mwza1oetokh9i",
  "redirect_url": "https://example.com/onboarding/completed",
  "session_url": "https://onboarding.increase.com/onboarding/sessions?id=HIrdj46cXyyNqT5RDcIR38dzPqzRBgTdG84XwzOz",
  "status": "active",
  "type": "entity_onboarding_session"
}

Attributes

created_at

string

The ISO 8601 date and time at which the Entity Onboarding Session was created.

entity_id

string

Nullable

The identifier of the Entity associated with this session, if one has been created or was provided when creating the session.

More about Entities.

expires_at

string

The ISO 8601 date and time at which the Entity Onboarding Session will expire.

string

The Entity Onboarding Session’s identifier.

idempotency_key

string

Nullable

The idempotency key you chose for this object. This value is unique across Increase and is used to ensure that a request is only processed once. Learn more about idempotency.

program_id

string

The identifier of the Program the Entity will be onboarded to.

More about Programs.

redirect_url

string

The URL to redirect to after the onboarding session is complete. Increase will include the query parameters entity_onboarding_session_id and entity_id when redirecting.

session_url

string

Nullable

The URL containing the onboarding form. You should share this link with your customer. Only present when the session is active.

status

enum

The status of the onboarding session.

type

string

A constant representing the object’s type. For this resource it will always be entity_onboarding_session.

List Entity Onboarding Session

curl \
  --url "${INCREASE_URL}/entity_onboarding_sessions" \
  -H "Authorization: Bearer ${INCREASE_API_KEY}"

import Increase from 'increase';

const client = new Increase({
  apiKey: process.env['INCREASE_API_KEY'], // This is the default and can be omitted
});

// Automatically fetches more pages as needed.
for await (const entityOnboardingSession of client.entityOnboardingSessions.list()) {
  console.log(entityOnboardingSession.id);
}

import os
from increase import Increase

client = Increase(
    api_key=os.environ.get("INCREASE_API_KEY"),  # This is the default and can be omitted
)
page = client.entity_onboarding_sessions.list()
page = page.data[0]
print(page.id)

require "increase"

increase = Increase::Client.new(
  api_key: ENV["INCREASE_API_KEY"] # This is the default and can be omitted
)

page = increase.entity_onboarding_sessions.list

puts(page)

package main

import (
	"context"
	"fmt"
	"os"

	"github.com/Increase/increase-go"
	"github.com/Increase/increase-go/option"
)

func main() {
	client := increase.NewClient(
		option.WithAPIKey(os.Getenv("INCREASE_API_KEY")), // This is the default and can be omitted
	)
	page, err := client.EntityOnboardingSessions.List(context.TODO(), increase.EntityOnboardingSessionListParams{})
	if err != nil {
		panic(err.Error())
	}
	fmt.Printf("%+v\n", page)
}

package com.increase.api.example;

import com.increase.api.client.IncreaseClient;
import com.increase.api.client.okhttp.IncreaseOkHttpClient;
import com.increase.api.models.entityonboardingsessions.EntityOnboardingSessionListPage;
import com.increase.api.models.entityonboardingsessions.EntityOnboardingSessionListParams;

public final class Main {
    private Main() {}

    public static void main(String[] args) {
        IncreaseClient client = IncreaseOkHttpClient.fromEnv();

        EntityOnboardingSessionListPage page = client.entityOnboardingSessions().list();
    }
}

package com.increase.api.example

import com.increase.api.client.IncreaseClient
import com.increase.api.client.okhttp.IncreaseOkHttpClient
import com.increase.api.models.entityonboardingsessions.EntityOnboardingSessionListPage
import com.increase.api.models.entityonboardingsessions.EntityOnboardingSessionListParams

fun main() {
    val client: IncreaseClient = IncreaseOkHttpClient.fromEnv()

    val page: EntityOnboardingSessionListPage = client.entityOnboardingSessions().list()
}

<?php

require_once dirname(__DIR__) . '/vendor/autoload.php';

use Increase\Client;
use Increase\Core\Exceptions\APIException;

$client = new Client(apiKey: getenv('INCREASE_API_KEY'));

try {
  $page = $client->entityOnboardingSessions->list(
    cursor: 'cursor',
    idempotencyKey: 'x',
    limit: 1,
    status: ['in' => ['active']],
  );

  var_dump($page);
} catch (APIException $e) {
  echo $e->getMessage();
}

using System;
using Increase.Api;
using Increase.Api.Models.EntityOnboardingSessions;

IncreaseClient client = new();

EntityOnboardingSessionListParams parameters = new();

var page = await client.EntityOnboardingSessions.List(parameters);
await foreach (var item in page.Paginate())
{
    Console.WriteLine(item);
}

Returns a list response :

{
  "data": [
    { /* Entity Onboarding Session object */ },
    { /* Entity Onboarding Session object */ }
    /* ... */
  ],
  "next_cursor": "v57w5d",
}

Parameters

status.in

array of strings

Filter Entity Onboarding Session for those with the specified status or statuses. For GET requests, this should be encoded as a comma-delimited string, such as ?in=one,two,three.

idempotency_key

string

Filter records to the one with the specified idempotency_key you chose for that object. This value is unique across Increase and is used to ensure that a request is only processed once. Learn more about idempotency.

Between 1 and 200 characters

cursor

string

limit

integer

Create an Entity Onboarding Session

curl -X "POST" \
  --url "${INCREASE_URL}/entity_onboarding_sessions" \
  -H "Authorization: Bearer ${INCREASE_API_KEY}" \
  -H "Content-Type: application/json" \
  -d $'{
    "program_id": "program_i2v2os4mwza1oetokh9i",
    "redirect_url": "https://example.com/onboarding/session"
  }'

import Increase from 'increase';

const client = new Increase({
  apiKey: process.env['INCREASE_API_KEY'], // This is the default and can be omitted
});

const entityOnboardingSession = await client.entityOnboardingSessions.create({
  program_id: 'program_i2v2os4mwza1oetokh9i',
  redirect_url: 'https://example.com/onboarding/session',
});

console.log(entityOnboardingSession.id);

import os
from increase import Increase

client = Increase(
    api_key=os.environ.get("INCREASE_API_KEY"),  # This is the default and can be omitted
)
entity_onboarding_session = client.entity_onboarding_sessions.create(
    program_id="program_i2v2os4mwza1oetokh9i",
    redirect_url="https://example.com/onboarding/session",
)
print(entity_onboarding_session.id)

require "increase"

increase = Increase::Client.new(
  api_key: ENV["INCREASE_API_KEY"] # This is the default and can be omitted
)

entity_onboarding_session = increase.entity_onboarding_sessions.create(
  program_id: "program_i2v2os4mwza1oetokh9i",
  redirect_url: "https://example.com/onboarding/session"
)

puts(entity_onboarding_session)

package main

import (
	"context"
	"fmt"
	"os"

	"github.com/Increase/increase-go"
	"github.com/Increase/increase-go/option"
)

func main() {
	client := increase.NewClient(
		option.WithAPIKey(os.Getenv("INCREASE_API_KEY")), // This is the default and can be omitted
	)
	entityOnboardingSession, err := client.EntityOnboardingSessions.New(context.TODO(), increase.EntityOnboardingSessionNewParams{
		ProgramID:   increase.F("program_i2v2os4mwza1oetokh9i"),
		RedirectURL: increase.F("https://example.com/onboarding/session"),
	})
	if err != nil {
		panic(err.Error())
	}
	fmt.Printf("%+v\n", entityOnboardingSession.ID)
}

package com.increase.api.example;

import com.increase.api.client.IncreaseClient;
import com.increase.api.client.okhttp.IncreaseOkHttpClient;
import com.increase.api.models.entityonboardingsessions.EntityOnboardingSession;
import com.increase.api.models.entityonboardingsessions.EntityOnboardingSessionCreateParams;

public final class Main {
    private Main() {}

    public static void main(String[] args) {
        IncreaseClient client = IncreaseOkHttpClient.fromEnv();

        EntityOnboardingSessionCreateParams params = EntityOnboardingSessionCreateParams.builder()
            .programId("program_i2v2os4mwza1oetokh9i")
            .redirectUrl("https://example.com/onboarding/session")
            .build();
        EntityOnboardingSession entityOnboardingSession = client.entityOnboardingSessions().create(params);
    }
}

package com.increase.api.example

import com.increase.api.client.IncreaseClient
import com.increase.api.client.okhttp.IncreaseOkHttpClient
import com.increase.api.models.entityonboardingsessions.EntityOnboardingSession
import com.increase.api.models.entityonboardingsessions.EntityOnboardingSessionCreateParams

fun main() {
    val client: IncreaseClient = IncreaseOkHttpClient.fromEnv()

    val params: EntityOnboardingSessionCreateParams = EntityOnboardingSessionCreateParams.builder()
        .programId("program_i2v2os4mwza1oetokh9i")
        .redirectUrl("https://example.com/onboarding/session")
        .build()
    val entityOnboardingSession: EntityOnboardingSession = client.entityOnboardingSessions().create(params)
}

<?php

require_once dirname(__DIR__) . '/vendor/autoload.php';

use Increase\Client;
use Increase\Core\Exceptions\APIException;

$client = new Client(apiKey: getenv('INCREASE_API_KEY'));

try {
  $entityOnboardingSession = $client->entityOnboardingSessions->create(
    programID: 'program_i2v2os4mwza1oetokh9i',
    redirectURL: 'https://example.com/onboarding/session',
    entityID: 'entity_id',
  );

  var_dump($entityOnboardingSession);
} catch (APIException $e) {
  echo $e->getMessage();
}

using System;
using Increase.Api;
using Increase.Api.Models.EntityOnboardingSessions;

IncreaseClient client = new();

EntityOnboardingSessionCreateParams parameters = new()
{
    ProgramID = "program_i2v2os4mwza1oetokh9i",
    RedirectUrl = "https://example.com/onboarding/session",
};

var entityOnboardingSession = await client.EntityOnboardingSessions.Create(parameters);

Console.WriteLine(entityOnboardingSession);

Parameters

entity_id

string

The identifier of an existing Entity to associate with the onboarding session. If provided, the onboarding form will display any outstanding tasks required to complete the Entity’s onboarding.

More about Entities.

program_id

string

Required

The identifier of the Program the Entity will be onboarded to.

More about Programs.

redirect_url

string

Required

The URL to redirect the customer to after they complete the onboarding form. The redirect will include entity_onboarding_session_id and entity_id query parameters.

Retrieve an Entity Onboarding Session

curl \
  --url "${INCREASE_URL}/entity_onboarding_sessions/entity_onboarding_session_wid2ug11fsmvh3k9hymd" \
  -H "Authorization: Bearer ${INCREASE_API_KEY}"

import Increase from 'increase';

const client = new Increase({
  apiKey: process.env['INCREASE_API_KEY'], // This is the default and can be omitted
});

const entityOnboardingSession = await client.entityOnboardingSessions.retrieve(
  'entity_onboarding_session_wid2ug11fsmvh3k9hymd',
);

console.log(entityOnboardingSession.id);

import os
from increase import Increase

client = Increase(
    api_key=os.environ.get("INCREASE_API_KEY"),  # This is the default and can be omitted
)
entity_onboarding_session = client.entity_onboarding_sessions.retrieve(
    "entity_onboarding_session_wid2ug11fsmvh3k9hymd",
)
print(entity_onboarding_session.id)

require "increase"

increase = Increase::Client.new(
  api_key: ENV["INCREASE_API_KEY"] # This is the default and can be omitted
)

entity_onboarding_session = increase.entity_onboarding_sessions.retrieve("entity_onboarding_session_wid2ug11fsmvh3k9hymd")

puts(entity_onboarding_session)

package main

import (
	"context"
	"fmt"
	"os"

	"github.com/Increase/increase-go"
	"github.com/Increase/increase-go/option"
)

func main() {
	client := increase.NewClient(
		option.WithAPIKey(os.Getenv("INCREASE_API_KEY")), // This is the default and can be omitted
	)
	entityOnboardingSession, err := client.EntityOnboardingSessions.Get(context.TODO(), "entity_onboarding_session_wid2ug11fsmvh3k9hymd")
	if err != nil {
		panic(err.Error())
	}
	fmt.Printf("%+v\n", entityOnboardingSession.ID)
}

package com.increase.api.example;

import com.increase.api.client.IncreaseClient;
import com.increase.api.client.okhttp.IncreaseOkHttpClient;
import com.increase.api.models.entityonboardingsessions.EntityOnboardingSession;
import com.increase.api.models.entityonboardingsessions.EntityOnboardingSessionRetrieveParams;

public final class Main {
    private Main() {}

    public static void main(String[] args) {
        IncreaseClient client = IncreaseOkHttpClient.fromEnv();

        EntityOnboardingSession entityOnboardingSession = client.entityOnboardingSessions().retrieve("entity_onboarding_session_wid2ug11fsmvh3k9hymd");
    }
}

package com.increase.api.example

import com.increase.api.client.IncreaseClient
import com.increase.api.client.okhttp.IncreaseOkHttpClient
import com.increase.api.models.entityonboardingsessions.EntityOnboardingSession
import com.increase.api.models.entityonboardingsessions.EntityOnboardingSessionRetrieveParams

fun main() {
    val client: IncreaseClient = IncreaseOkHttpClient.fromEnv()

    val entityOnboardingSession: EntityOnboardingSession = client.entityOnboardingSessions().retrieve("entity_onboarding_session_wid2ug11fsmvh3k9hymd")
}

<?php

require_once dirname(__DIR__) . '/vendor/autoload.php';

use Increase\Client;
use Increase\Core\Exceptions\APIException;

$client = new Client(apiKey: getenv('INCREASE_API_KEY'));

try {
  $entityOnboardingSession = $client->entityOnboardingSessions->retrieve(
    'entity_onboarding_session_wid2ug11fsmvh3k9hymd'
  );

  var_dump($entityOnboardingSession);
} catch (APIException $e) {
  echo $e->getMessage();
}

using System;
using Increase.Api;
using Increase.Api.Models.EntityOnboardingSessions;

IncreaseClient client = new();

EntityOnboardingSessionRetrieveParams parameters = new()
{
    EntityOnboardingSessionID = "entity_onboarding_session_wid2ug11fsmvh3k9hymd"
};

var entityOnboardingSession = await client.EntityOnboardingSessions.Retrieve(parameters);

Console.WriteLine(entityOnboardingSession);

Parameters

entity_onboarding_session_id

string

Required

The identifier of the Entity Onboarding Session.

More about Entity Onboarding Sessions.

Expire an Entity Onboarding Session

curl -X "POST" \
  --url "${INCREASE_URL}/entity_onboarding_sessions/entity_onboarding_session_wid2ug11fsmvh3k9hymd/expire" \
  -H "Authorization: Bearer ${INCREASE_API_KEY}"

import Increase from 'increase';

const client = new Increase({
  apiKey: process.env['INCREASE_API_KEY'], // This is the default and can be omitted
});

const entityOnboardingSession = await client.entityOnboardingSessions.expire(
  'entity_onboarding_session_wid2ug11fsmvh3k9hymd',
);

console.log(entityOnboardingSession.id);

import os
from increase import Increase

client = Increase(
    api_key=os.environ.get("INCREASE_API_KEY"),  # This is the default and can be omitted
)
entity_onboarding_session = client.entity_onboarding_sessions.expire(
    "entity_onboarding_session_wid2ug11fsmvh3k9hymd",
)
print(entity_onboarding_session.id)

require "increase"

increase = Increase::Client.new(
  api_key: ENV["INCREASE_API_KEY"] # This is the default and can be omitted
)

entity_onboarding_session = increase.entity_onboarding_sessions.expire("entity_onboarding_session_wid2ug11fsmvh3k9hymd")

puts(entity_onboarding_session)

package main

import (
	"context"
	"fmt"
	"os"

	"github.com/Increase/increase-go"
	"github.com/Increase/increase-go/option"
)

func main() {
	client := increase.NewClient(
		option.WithAPIKey(os.Getenv("INCREASE_API_KEY")), // This is the default and can be omitted
	)
	entityOnboardingSession, err := client.EntityOnboardingSessions.Expire(context.TODO(), "entity_onboarding_session_wid2ug11fsmvh3k9hymd")
	if err != nil {
		panic(err.Error())
	}
	fmt.Printf("%+v\n", entityOnboardingSession.ID)
}

package com.increase.api.example;

import com.increase.api.client.IncreaseClient;
import com.increase.api.client.okhttp.IncreaseOkHttpClient;
import com.increase.api.models.entityonboardingsessions.EntityOnboardingSession;
import com.increase.api.models.entityonboardingsessions.EntityOnboardingSessionExpireParams;

public final class Main {
    private Main() {}

    public static void main(String[] args) {
        IncreaseClient client = IncreaseOkHttpClient.fromEnv();

        EntityOnboardingSession entityOnboardingSession = client.entityOnboardingSessions().expire("entity_onboarding_session_wid2ug11fsmvh3k9hymd");
    }
}

package com.increase.api.example

import com.increase.api.client.IncreaseClient
import com.increase.api.client.okhttp.IncreaseOkHttpClient
import com.increase.api.models.entityonboardingsessions.EntityOnboardingSession
import com.increase.api.models.entityonboardingsessions.EntityOnboardingSessionExpireParams

fun main() {
    val client: IncreaseClient = IncreaseOkHttpClient.fromEnv()

    val entityOnboardingSession: EntityOnboardingSession = client.entityOnboardingSessions().expire("entity_onboarding_session_wid2ug11fsmvh3k9hymd")
}

<?php

require_once dirname(__DIR__) . '/vendor/autoload.php';

use Increase\Client;
use Increase\Core\Exceptions\APIException;

$client = new Client(apiKey: getenv('INCREASE_API_KEY'));

try {
  $entityOnboardingSession = $client->entityOnboardingSessions->expire(
    'entity_onboarding_session_wid2ug11fsmvh3k9hymd'
  );

  var_dump($entityOnboardingSession);
} catch (APIException $e) {
  echo $e->getMessage();
}

using System;
using Increase.Api;
using Increase.Api.Models.EntityOnboardingSessions;

IncreaseClient client = new();

EntityOnboardingSessionExpireParams parameters = new()
{
    EntityOnboardingSessionID = "entity_onboarding_session_wid2ug11fsmvh3k9hymd"
};

var entityOnboardingSession = await client.EntityOnboardingSessions.Expire(parameters);

Console.WriteLine(entityOnboardingSession);

Parameters

entity_onboarding_session_id

string

Required

The identifier of the Entity Onboarding Session to expire.

More about Entity Onboarding Sessions.

Sandbox: Submit an Entity Onboarding Session

Simulates the submission of an Entity Onboarding Session. This session must have a status of active. After submission, the session will transition to expired and a new Entity will be created.

curl -X "POST" \
  --url "${INCREASE_URL}/simulations/entity_onboarding_sessions/entity_onboarding_session_wid2ug11fsmvh3k9hymd/submit" \
  -H "Authorization: Bearer ${INCREASE_API_KEY}"

import Increase from 'increase';

const client = new Increase({
  apiKey: process.env['INCREASE_API_KEY'], // This is the default and can be omitted
});

const entityOnboardingSession = await client.simulations.entityOnboardingSessions.submit(
  'entity_onboarding_session_wid2ug11fsmvh3k9hymd',
);

console.log(entityOnboardingSession.id);

import os
from increase import Increase

client = Increase(
    api_key=os.environ.get("INCREASE_API_KEY"),  # This is the default and can be omitted
)
entity_onboarding_session = client.simulations.entity_onboarding_sessions.submit(
    "entity_onboarding_session_wid2ug11fsmvh3k9hymd",
)
print(entity_onboarding_session.id)

require "increase"

increase = Increase::Client.new(
  api_key: ENV["INCREASE_API_KEY"] # This is the default and can be omitted
)

entity_onboarding_session = increase.simulations.entity_onboarding_sessions.submit("entity_onboarding_session_wid2ug11fsmvh3k9hymd")

puts(entity_onboarding_session)

package main

import (
	"context"
	"fmt"
	"os"

	"github.com/Increase/increase-go"
	"github.com/Increase/increase-go/option"
)

func main() {
	client := increase.NewClient(
		option.WithAPIKey(os.Getenv("INCREASE_API_KEY")), // This is the default and can be omitted
	)
	entityOnboardingSession, err := client.Simulations.EntityOnboardingSessions.Submit(context.TODO(), "entity_onboarding_session_wid2ug11fsmvh3k9hymd")
	if err != nil {
		panic(err.Error())
	}
	fmt.Printf("%+v\n", entityOnboardingSession.ID)
}

package com.increase.api.example;

import com.increase.api.client.IncreaseClient;
import com.increase.api.client.okhttp.IncreaseOkHttpClient;
import com.increase.api.models.entityonboardingsessions.EntityOnboardingSession;
import com.increase.api.models.simulations.entityonboardingsessions.EntityOnboardingSessionSubmitParams;

public final class Main {
    private Main() {}

    public static void main(String[] args) {
        IncreaseClient client = IncreaseOkHttpClient.fromEnv();

        EntityOnboardingSession entityOnboardingSession = client.simulations().entityOnboardingSessions().submit("entity_onboarding_session_wid2ug11fsmvh3k9hymd");
    }
}

package com.increase.api.example

import com.increase.api.client.IncreaseClient
import com.increase.api.client.okhttp.IncreaseOkHttpClient
import com.increase.api.models.entityonboardingsessions.EntityOnboardingSession
import com.increase.api.models.simulations.entityonboardingsessions.EntityOnboardingSessionSubmitParams

fun main() {
    val client: IncreaseClient = IncreaseOkHttpClient.fromEnv()

    val entityOnboardingSession: EntityOnboardingSession = client.simulations().entityOnboardingSessions().submit("entity_onboarding_session_wid2ug11fsmvh3k9hymd")
}

<?php

require_once dirname(__DIR__) . '/vendor/autoload.php';

use Increase\Client;
use Increase\Core\Exceptions\APIException;

$client = new Client(apiKey: getenv('INCREASE_API_KEY'));

try {
  $entityOnboardingSession = $client
    ->simulations
    ->entityOnboardingSessions
    ->submit('entity_onboarding_session_wid2ug11fsmvh3k9hymd');

  var_dump($entityOnboardingSession);
} catch (APIException $e) {
  echo $e->getMessage();
}

using System;
using Increase.Api;
using Increase.Api.Models.Simulations.EntityOnboardingSessions;

IncreaseClient client = new();

EntityOnboardingSessionSubmitParams parameters = new()
{
    EntityOnboardingSessionID = "entity_onboarding_session_wid2ug11fsmvh3k9hymd"
};

var entityOnboardingSession = await client.Simulations.EntityOnboardingSessions.Submit(parameters);

Console.WriteLine(entityOnboardingSession);

Parameters

entity_onboarding_session_id

string

Required

The identifier of the Entity Onboarding Session you wish to submit.

More about Entity Onboarding Sessions.