Use the ISV portal

Find customer onboarding, document operations and developer tools in your ISV workspace. You need a Partner Platform login with access to that workspace.

Choose the workspace and environment

Use the workspace selector at the top of the sidebar to choose the ISV workspace. Check the country and Sandbox or Production selector before working with customer data.

The portal switcher at the bottom of the sidebar changes between Client Portal and Developer Portal. It changes the tools shown in the navigation.

Client Portal

PageUse it for
DashboardReview document activity and outcomes for the selected period
Customer accessManage a customer’s connection scope and portal users
DocumentsReview sales and purchase documents and their results
ReportsReview reporting available for the selected country
OnboardAdd companies and branches, or open Bulk upload
CreditsReview the credit pool, company allowances and transactions
SupportAsk for help with a specific request or document

Developer Portal

PageUse it for
Integration engineCreate and manage mappings from your payload to GETS
Payload ManagerManage sample payloads used by mappings
Source managementReview the sources that identify sending systems
API KeysManage credentials used by your backend
WebhooksConfigure event delivery to your application

Available actions depend on your workspace access. An older workspace may already have a custom mapping; check it before choosing a new default.

If something goes wrong

A page is missing: check the selected portal and workspace, then ask a workspace administrator to check your access.

The dashboard is empty: check the country, environment, direction and date range before assuming that no documents exist.

Next, onboard a UAE company.

Last updated