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App Marketplace Syncing Process

Last Updated: Jan 29, 2018 08:12AM EST
What is the step by step process for connecting/syncing my App to Validic?

Connecting your app to Validic is a simple three step process. Here is an example of how that process will look when syncing to Validic. Keep in mind that each app has control of their authorization page and they will vary from vendor to vendor.

1. The user is directed to the App Marketplace where all of the enabled apps that the user can connect to are shown. Validic also offers a Custom Marketplace experience where the look and feel of the marketplace can be highly customized. Shown below is Validic's Standard App Marketplace.

2. Clicking "Connect" on the desired app redirects the browser to that app's authorization page.

3. Logging into the app will redirect the user back to the Validic App Marketplace or to an extra confirmation page.
3a. Authorization of permissions granted to the account are confirmed. This extra step applies to Validic partner apps and some 3rd party apps.

3b. The browser is redirected to the App Marketplace. Data will now start syncing to Validic from the connected apps.
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