Embedded UI

Now that you've registered a user and connected their data sources, you have Hurdlr's Embeddable UI at your disposal. While you can build your own UI that consumes the Hurdlr API directly, many developers opt to start off with the Embeddable UI, which is battle-tested with 1M+ businesses, to get a working product out in less than a week.

The Hurdlr team will customize the Embedded experience such that it can be plugged into your existing product without your user base knowing that it was embedded.

1. Customizing the embedded UI to match your branding

Once you've received your Hurdlr API keys, the Hurdlr API team will reach out to you requesting the following assets to ensure the Embedded experience is custom-tailored to match your brand:

a. Figma design files or screenshots of any existing UI designs that you have
b. Your brand's color palette, including hex codes
c. Font packages used in your UI
d. Your logo, ideally as an SVG

Hurdlr's approach to white-labeling allows more extensive customization than more common do-it-yourself UI components:

Mobile Invoicing Demo Dark mode demo Profit & Loss Tile Demo

Your team can add the Embedded experience into your product in parallel with the Hurdlr team customizing the look and feel. Once the Hurdlr team has completed the custom design implementation, they will automatically be associated with your Hurdlr API client_id and show up in your Embedded experience.

2. Embedding Hurdlr's white-labelled UI (Hurdlr SDK)

To add Hurdlr Embedded to your web app, simply add the following to your HTML <head>:

<script src="https://cdn.hurdlr.com/sdk/stable/hurdlr.js"></script>

To initialize Hurdlr Embedded, you will need to provide the following data parameters:

FieldDescriptionFormat
clientIdYour app's client_idReach out to [email protected] to obtain
accessTokenYour user's access_tokenReceived when Registering a User
environmentThe Hurdlr API environment that you are app is usingMust be one of the following: "SANDBOX", "PROD"
showAnimationsWhether elements show be animated as they loadBoolean; defaults to true

Simply add this one line of javascript, to be ran once after your app's initialization:

Hurdlr.init({clientId: $(client_id), accessToken: $(access_token), environment: "SANDBOX"});

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Mobile browser support

To render the mobile version of Hurdlr Embedded in your mobile web app, simply add viewport: "mobile"to the data parameters:

Hurdlr.init({clientId: $(client_id), accessToken: $(access_token), environment: "SANDBOX", viewport: "mobile"});

Note: if you would like Hurdlr to auto-detect whether it should render the desktop or mobile viewport, set viewport: "auto".

3. Adding specific components into your business-facing product

Most of Hurdlr's customer-partners add various products from the Hurdlr Embedded experience into their existing navigation. For example, if your product has a navigation bar with items for "Scheduling" and "Customers", you might consider adding an option for "Invoicing" or "Reports". Once the user clicks on the Invoicing or Reports option, your product would render the Embedded Invoicing Dashboard or Report Dashboard component, respectively.

The following navigation items are most popular:

  1. Business Intelligence
  2. Transactions
    1. Expenses
    2. Income
  3. Reports
  4. Invoicing
  5. Accounting
  6. Taxes

Each of the above components includes a full dashboard as well as all necessary "child" screens (e.g. forms for editing, setting screens, etc.) and edge cases. For example, the Tax Dashboard includes zero state UI for a user who has not set up their tax profile, a tax profile setup flow, a more advanced tax profile under a settings menu, the ability to track tax payments, drill down into individual quarterly tax estimates, and more.


What’s Next