Bookkeeper Dashboard
To embed the Accountant Dashboard within your own web app, such that your bookkeepers will never see the Hurdlr brand, you can follow the simple steps below:
1. Adding Bookkeepers via API
In order to add bookkeepers into Hurdlr's API, you can take advantage of the Create an accountant endpoint. An example cURL
is shown below:
curl --request POST \
--url https://sandbox.hurdlr.com/rest/v5/accountant/account \
--header 'accept: application/json' \
--header 'content-type: application/json' \
--data '
{
"userId": "userIdInYourDB",
"client_id": "your_client_id",
"client_secret": "your_client_secret",
"email": "[email protected]",
"firstName": "Your",
"lastName": "Accountant",
"canReopenBooks": false,
"canManageAdmins": true,
"canManageUsers": true,
"canAccessAllUsers": false
}
'
Once you have added bookkeepers into Hurdlr's API, you can manage them directly within the Accountant Dashboard Embedded experience .
2. Initializing the Embedded Experience
Initialize the Hurdlr Embedded experience in your project by following the instructions on Embedding Hurdlr's white labelled UI. Be sure to use the accessToken
that pertains to the specific accountant that has logged into your web app.
3. Adding the Accountant Dashboard to your app
To render the Accountant Dashboard, you will need to provide the elementId
parameter, which is the HTML id
of the main <div>
where you would like the Accountant Dashboard to render. Simply invoke the following line of javascript:
Hurdlr.renderAccountantDashboard(elementId, options);
4. Customizing the UI to match your branding
Hurdlr's API team can quickly customize the UI to match your branding. Please follow the instructions on Customizing the embedded UI to match your branding.
Some examples of customized experiences are shown below:
Updated 17 days ago