Creating Clients Via API

Hi,

Is there a way of creating a UK Limited Company Client via the API using a
web signup form?

We want to have Companies signup via a form and automatically create them
with subdomain, logins etc via the API? Is this even possible?

Thank in advance for any reply.

Ah, that sounds about right then, and explains why they’d be asking you for
API integration with that :slight_smile:

You might want to direct them to chat to their FreeAgent representative to
see if there’s anything they can do.

Cheers,

-JOn Wed, Nov 12, 2014 at 1:01 PM, Gib richard@headred.net wrote:

Hi Jonathan,

I think they have access to this - as the test login we have allows them
to create multiple clients\have different account managers and give them
access separately?

?

Regards,
Richard

On Wednesday, 12 November 2014 12:31:45 UTC, Jonathan Barrett wrote:

Hi there,

Yes, that’s correct. Even if accounts could be provisioned, there’s still
a manual step where we send the user an activation email so they can set
their account up, and a further step where they have to approve any apps
that want to access their data via the API.

We do have a Practice Dashboard that allows Accountants to provision
and manage multiple FreeAgent accounts for their clients, which might be
something your client would be interested in. There’s no public API for the
Practice Dashboard, although maybe it would address their need directly?
They can find out more at http://www.freeagent.com/accountants

Hope this helps,

-J

On Wed, Nov 12, 2014 at 12:21 PM, Gib ric...@headred.net wrote:

Hi Jonathan,

To be honest it was a client request we have - we are just web
developers and never used FreeAgent before but they asked if a Client can
signup via a webform and have the Client get created on the fly into their
main account? I couldn’t see on the API where that was even possible - the
API as you say is for the flow and transfer of data in an account?

Thanks for the reply though as it answers the initial question.

On Wednesday, 12 November 2014 11:51:58 UTC, Jonathan Barrett wrote:

Hi there,

The short answer here is “not via the public API”, I’m afraid — the API
is focussed on providing a way for developers to ask FreeAgent account
holders for access to their data, and so anything that FreeAgent account
holders can’t do within their accounts (such as provision new, separate
accounts) is outside the scope of the public API.

Can I ask what it is that you’re looking to provide such that asking
users to first sign up for a FreeAgent account via our signup page seems
too convoluted?

-J

On Wednesday, 12 November 2014 11:32:35 UTC, Gib wrote:

Hi,

Is there a way of creating a UK Limited Company Client via the API
using a web signup form?

We want to have Companies signup via a form and automatically create
them with subdomain, logins etc via the API? Is this even possible?

Thank in advance for any reply.


You received this message because you are subscribed to the Google
Groups “FreeAgent API” group.
To unsubscribe from this group and stop receiving emails from it, send
an email to freeagent_ap...@googlegroups.com.
To post to this group, send email to freeag...@googlegroups.com.
Visit this group at http://groups.google.com/group/freeagent_api.
For more options, visit https://groups.google.com/d/optout.

Jonathan Barrett, Senior Engineer

FreeAgent: Accounting software, simplified
www.freeagent.com

+44 (0)131 447 0011

Follow us on Twitter: @freeagent https://twitter.com/freeagent

FreeAgent Central Ltd, 40 Torphichen Street, Edinburgh EH3 8JB
Registered in Scotland SC316774


You received this message because you are subscribed to the Google Groups
“FreeAgent API” group.
To unsubscribe from this group and stop receiving emails from it, send an
email to freeagent_api+unsubscribe@googlegroups.com.
To post to this group, send email to freeagent_api@googlegroups.com.
Visit this group at http://groups.google.com/group/freeagent_api.
For more options, visit https://groups.google.com/d/optout.

Jonathan Barrett, Senior Engineer

FreeAgent: Accounting software, simplified

+44 (0)131 447 0011

Follow us on Twitter: @freeagent https://twitter.com/freeagent

FreeAgent Central Ltd, 40 Torphichen Street, Edinburgh EH3 8JB
Registered in Scotland SC316774

Hi there,

Yes, that’s correct. Even if accounts could be provisioned, there’s still a
manual step where we send the user an activation email so they can set
their account up, and a further step where they have to approve any apps
that want to access their data via the API.

We do have a Practice Dashboard that allows Accountants to provision and
manage multiple FreeAgent accounts for their clients, which might be
something your client would be interested in. There’s no public API for the
Practice Dashboard, although maybe it would address their need directly?
They can find out more at http://www.freeagent.com/accountants

Hope this helps,

-JOn Wed, Nov 12, 2014 at 12:21 PM, Gib richard@headred.net wrote:

Hi Jonathan,

To be honest it was a client request we have - we are just web developers
and never used FreeAgent before but they asked if a Client can signup via a
webform and have the Client get created on the fly into their main account?
I couldn’t see on the API where that was even possible - the API as you say
is for the flow and transfer of data in an account?

Thanks for the reply though as it answers the initial question.

On Wednesday, 12 November 2014 11:51:58 UTC, Jonathan Barrett wrote:

Hi there,

The short answer here is “not via the public API”, I’m afraid — the API
is focussed on providing a way for developers to ask FreeAgent account
holders for access to their data, and so anything that FreeAgent account
holders can’t do within their accounts (such as provision new, separate
accounts) is outside the scope of the public API.

Can I ask what it is that you’re looking to provide such that asking
users to first sign up for a FreeAgent account via our signup page seems
too convoluted?

-J

On Wednesday, 12 November 2014 11:32:35 UTC, Gib wrote:

Hi,

Is there a way of creating a UK Limited Company Client via the API using
a web signup form?

We want to have Companies signup via a form and automatically create
them with subdomain, logins etc via the API? Is this even possible?

Thank in advance for any reply.


You received this message because you are subscribed to the Google Groups
“FreeAgent API” group.
To unsubscribe from this group and stop receiving emails from it, send an
email to freeagent_api+unsubscribe@googlegroups.com.
To post to this group, send email to freeagent_api@googlegroups.com.
Visit this group at http://groups.google.com/group/freeagent_api.
For more options, visit https://groups.google.com/d/optout.

Jonathan Barrett, Senior Engineer

FreeAgent: Accounting software, simplified

+44 (0)131 447 0011

Follow us on Twitter: @freeagent https://twitter.com/freeagent

FreeAgent Central Ltd, 40 Torphichen Street, Edinburgh EH3 8JB
Registered in Scotland SC316774

Thanks Jonathan…On Wednesday, 12 November 2014 13:03:14 UTC, Jonathan Barrett wrote:

Ah, that sounds about right then, and explains why they’d be asking you
for API integration with that :slight_smile:

You might want to direct them to chat to their FreeAgent representative to
see if there’s anything they can do.

Cheers,

-J

On Wed, Nov 12, 2014 at 1:01 PM, Gib <ric...@headred.net <javascript:>> wrote:

Hi Jonathan,

I think they have access to this - as the test login we have allows them
to create multiple clients\have different account managers and give them
access separately?

?

Regards,
Richard

On Wednesday, 12 November 2014 12:31:45 UTC, Jonathan Barrett wrote:

Hi there,

Yes, that’s correct. Even if accounts could be provisioned, there’s
still a manual step where we send the user an activation email so they can
set their account up, and a further step where they have to approve any
apps that want to access their data via the API.

We do have a Practice Dashboard that allows Accountants to provision
and manage multiple FreeAgent accounts for their clients, which might be
something your client would be interested in. There’s no public API for the
Practice Dashboard, although maybe it would address their need directly?
They can find out more at http://www.freeagent.com/accountants

Hope this helps,

-J

On Wed, Nov 12, 2014 at 12:21 PM, Gib ric...@headred.net wrote:

Hi Jonathan,

To be honest it was a client request we have - we are just web
developers and never used FreeAgent before but they asked if a Client can
signup via a webform and have the Client get created on the fly into their
main account? I couldn’t see on the API where that was even possible - the
API as you say is for the flow and transfer of data in an account?

Thanks for the reply though as it answers the initial question.

On Wednesday, 12 November 2014 11:51:58 UTC, Jonathan Barrett wrote:

Hi there,

The short answer here is “not via the public API”, I’m afraid — the
API is focussed on providing a way for developers to ask FreeAgent account
holders for access to their data, and so anything that FreeAgent account
holders can’t do within their accounts (such as provision new, separate
accounts) is outside the scope of the public API.

Can I ask what it is that you’re looking to provide such that asking
users to first sign up for a FreeAgent account via our signup page seems
too convoluted?

-J

On Wednesday, 12 November 2014 11:32:35 UTC, Gib wrote:

Hi,

Is there a way of creating a UK Limited Company Client via the API
using a web signup form?

We want to have Companies signup via a form and automatically create
them with subdomain, logins etc via the API? Is this even possible?

Thank in advance for any reply.


You received this message because you are subscribed to the Google
Groups “FreeAgent API” group.
To unsubscribe from this group and stop receiving emails from it, send
an email to freeagent_ap...@googlegroups.com.
To post to this group, send email to freeag...@googlegroups.com.
Visit this group at http://groups.google.com/group/freeagent_api.
For more options, visit https://groups.google.com/d/optout.

Jonathan Barrett, Senior Engineer

FreeAgent: Accounting software, simplified
www.freeagent.com

+44 (0)131 447 0011

Follow us on Twitter: @freeagent https://twitter.com/freeagent

FreeAgent Central Ltd, 40 Torphichen Street, Edinburgh EH3 8JB
Registered in Scotland SC316774


You received this message because you are subscribed to the Google Groups
“FreeAgent API” group.
To unsubscribe from this group and stop receiving emails from it, send an
email to freeagent_ap...@googlegroups.com <javascript:>.
To post to this group, send email to freeag...@googlegroups.com
<javascript:>.
Visit this group at http://groups.google.com/group/freeagent_api.
For more options, visit https://groups.google.com/d/optout.

Jonathan Barrett, Senior Engineer

FreeAgent: Accounting software, simplified
www.freeagent.com

+44 (0)131 447 0011

Follow us on Twitter: @freeagent https://twitter.com/freeagent

FreeAgent Central Ltd, 40 Torphichen Street, Edinburgh EH3 8JB
Registered in Scotland SC316774

Hi there,

The short answer here is “not via the public API”, I’m afraid — the API is
focussed on providing a way for developers to ask FreeAgent account holders
for access to their data, and so anything that FreeAgent account holders
can’t do within their accounts (such as provision new, separate accounts)
is outside the scope of the public API.

Can I ask what it is that you’re looking to provide such that asking users
to first sign up for a FreeAgent account via our signup page seems too
convoluted?

-JOn Wednesday, 12 November 2014 11:32:35 UTC, Gib wrote:

Hi,

Is there a way of creating a UK Limited Company Client via the API using a
web signup form?

We want to have Companies signup via a form and automatically create them
with subdomain, logins etc via the API? Is this even possible?

Thank in advance for any reply.

Hi Jonathan,

I think they have access to this - as the test login we have allows them to
create multiple clients\have different account managers and give them
access separately?

?

Regards,
RichardOn Wednesday, 12 November 2014 12:31:45 UTC, Jonathan Barrett wrote:

Hi there,

Yes, that’s correct. Even if accounts could be provisioned, there’s still
a manual step where we send the user an activation email so they can set
their account up, and a further step where they have to approve any apps
that want to access their data via the API.

We do have a Practice Dashboard that allows Accountants to provision and
manage multiple FreeAgent accounts for their clients, which might be
something your client would be interested in. There’s no public API for the
Practice Dashboard, although maybe it would address their need directly?
They can find out more at http://www.freeagent.com/accountants

Hope this helps,

-J

On Wed, Nov 12, 2014 at 12:21 PM, Gib <ric...@headred.net <javascript:>> wrote:

Hi Jonathan,

To be honest it was a client request we have - we are just web developers
and never used FreeAgent before but they asked if a Client can signup via a
webform and have the Client get created on the fly into their main account?
I couldn’t see on the API where that was even possible - the API as you say
is for the flow and transfer of data in an account?

Thanks for the reply though as it answers the initial question.

On Wednesday, 12 November 2014 11:51:58 UTC, Jonathan Barrett wrote:

Hi there,

The short answer here is “not via the public API”, I’m afraid — the API
is focussed on providing a way for developers to ask FreeAgent account
holders for access to their data, and so anything that FreeAgent account
holders can’t do within their accounts (such as provision new, separate
accounts) is outside the scope of the public API.

Can I ask what it is that you’re looking to provide such that asking
users to first sign up for a FreeAgent account via our signup page seems
too convoluted?

-J

On Wednesday, 12 November 2014 11:32:35 UTC, Gib wrote:

Hi,

Is there a way of creating a UK Limited Company Client via the API
using a web signup form?

We want to have Companies signup via a form and automatically create
them with subdomain, logins etc via the API? Is this even possible?

Thank in advance for any reply.


You received this message because you are subscribed to the Google Groups
“FreeAgent API” group.
To unsubscribe from this group and stop receiving emails from it, send an
email to freeagent_ap...@googlegroups.com <javascript:>.
To post to this group, send email to freeag...@googlegroups.com
<javascript:>.
Visit this group at http://groups.google.com/group/freeagent_api.
For more options, visit https://groups.google.com/d/optout.

Jonathan Barrett, Senior Engineer

FreeAgent: Accounting software, simplified
www.freeagent.com

+44 (0)131 447 0011

Follow us on Twitter: @freeagent https://twitter.com/freeagent

FreeAgent Central Ltd, 40 Torphichen Street, Edinburgh EH3 8JB
Registered in Scotland SC316774

Hi Jonathan,

To be honest it was a client request we have - we are just web developers
and never used FreeAgent before but they asked if a Client can signup via a
webform and have the Client get created on the fly into their main account?
I couldn’t see on the API where that was even possible - the API as you say
is for the flow and transfer of data in an account?

Thanks for the reply though as it answers the initial question.On Wednesday, 12 November 2014 11:51:58 UTC, Jonathan Barrett wrote:

Hi there,

The short answer here is “not via the public API”, I’m afraid — the API is
focussed on providing a way for developers to ask FreeAgent account holders
for access to their data, and so anything that FreeAgent account holders
can’t do within their accounts (such as provision new, separate accounts)
is outside the scope of the public API.

Can I ask what it is that you’re looking to provide such that asking users
to first sign up for a FreeAgent account via our signup page seems too
convoluted?

-J

On Wednesday, 12 November 2014 11:32:35 UTC, Gib wrote:

Hi,

Is there a way of creating a UK Limited Company Client via the API using
a web signup form?

We want to have Companies signup via a form and automatically create them
with subdomain, logins etc via the API? Is this even possible?

Thank in advance for any reply.