Launch
Now that the Hurdlr Embedded experience is up and running in your product, you're ready to launch with your users. The Hurdlr API team provides the following services immediately prior to every customer-partner's launch:
Support Staff Training
Hurdlr's Customer Success team schedules training sessions with your support staff to get them up to speed on supporting accounting use cases. Your support staff's leadership will have direct access to Hurdlr's Customer Success team, allowing your team to maintain its brand voice while having the comfort of direct access to experts in Hurdlr's Embedded experience. Additionally, Hurdlr's Customer Success team provides help center content that your team can repurpose to quickly create its own help center material for your users.
Quality Assurance
For your benefit, Hurdlr's QA team tests your sandbox implementation prior to your go-live date. Once you provide Hurdlr with credentials to your sandbox or staging environment, Hurdlr's experienced QA team will verify your implementation of the Hurdlr API as well as provide UX feedback.
Production Access to Hurdlr
Once the QA process is complete, you should:
- Request Production keys to the Hurdlr API
- Update the Hurdlr API URL from https://sandbox.hurdlr.com to https://prod.hurdlr.com
- Update the
environment
parameter used to initialize the Hurdlr Embedded experience from"SANDBOX"
to"PROD"
.
Production Access to Integrations
An important part of launching your product is getting production environment access to the various integrations (e.g. Plaid, Unit, Stripe) that your product utilizes. Given the sensitive nature of the data being processed, these providers often require security questionnaires prior to granting production access. The Hurdlr API team, which is SOC 2 Type 2 compliant, is experienced with these approval processes and will be ready to support you through this process.
Updated about 2 months ago