RootFi supports white labelling the onboarding process through the Connect SDK. Your end users can create connections to their platforms without using the RootFi dashboard to generate Invite Links. We currently offer a Javascript SDK but you can request other frameworks by contacting us.

Developer Reference

  1. Create an invite link by calling the Create Invite Link API.
    1. If company_name is not passed, company wont be created and so, your user will have to enter it in the SDK.
    2. To enable only certain integrations, you can pass a list of integrations. If only one integration is passed, user will be redirected to the platform login url directly.
  2. The response will contain the invite_link, which will need to be sent to the SDK during initialisation, and the company_id, which you should store to uniquely identify this customer.

Setup SDK

  1. Import the source script in the head tag. <script src="https://integrate.rootfi.dev/sdk.js"></script>
  2. Load the RootFi SDK on page load by calling RootfiLink.initialize().
JavaScript
RootfiLink.initialize({
    linkToken: "", // invite_link returned from the Create Invite Link API
    onSuccess: () => {
       // Will be called, once connection is successful
    },
    onReady: () => {
       // Will be called once the src script is loaded
    },
    onExit: () => {
       // Will be called when user clicks close button on SDK.
    },
 });
  1. Call RootfiLink.openLink(); to open the SDK. Make sure you call this function onReady is called back on initialisation.
  2. Call RootfiLink.closeLink(); to close the SDK. You can use this method to close the SDK in onSuccess and onExit Callback;
The SDK will not close until you call RootfiLink.closeLink();

Below is a HTML snippet of integrating the SDK

HTML
<html>
  <head>
    <script src="https://integrate.rootfi.dev/sdk.js" type="text/javascript"></script>
    <script>
      const RootfiLink = window.RootfiLink;
      function loadRootFi() {
        RootfiLink.initialize({
          linkToken: "1234567", // invite_link_id returned from Create Invite Link API
          onSuccess: () => {
            // connection succeeded
            RootfiLink.closeLink(); // Close the SDK
            alert("Connection Success");
            // Make an api call to save success status to your  db
          },
          onReady: () => {
            // Open SDK when ready. You can open on a button Click.
            RootfiLink.openLink();
          },
          onExit: () => {
            // Close SDK when user clicks closed.
            RootfiLink.closeLink();
            // Or you can show a alert msg instead of closing iframe
            alert("Please complete the setup");
          },
        });
      }
    </script>
  </head>
  <body>
    <p><button onclick="loadRootFi()">Open RootFi SDK</button></p>
  </body>
</html>