Vendor PortalVendor Setup

Vendor Setup

This guide helps you get started as a lead vendor partner with Ledly.

Overview

As a vendor, you’ll receive:

  1. Portal Access - Login credentials for the vendor portal
  2. API Key - Authentication for lead submission API
  3. Field Mapping - Configuration for your lead data format
  4. Documentation - Integration guides and API reference

Getting Started

Receive Your Credentials

Your organization administrator will:

  1. Create your vendor account in their Ledly instance
  2. Email you portal login credentials
  3. Provide integration documentation

Log In to Vendor Portal

  1. Navigate to the portal URL provided (e.g., https://app.ledly.io/vendor)
  2. Enter your credentials
  3. Complete initial setup (change password, set profile)

Generate API Key

  1. Go to SettingsAPI Keys
  2. Click Generate New Key
  3. Copy and securely store your API key
🚫

Security Alert: Your API key is shown only once. Store it securely in a password manager or secrets vault. Never share via email or chat.

Configure Integration

  1. Review field requirements with your administrator
  2. Map your lead data to Ledly fields
  3. Set up your submission system

Test Your Integration

  1. Use the sandbox environment first
  2. Submit test leads
  3. Verify leads appear in the portal
  4. Confirm acceptance/rejection behavior

Go Live

  1. Switch to production API key
  2. Update your production endpoint
  3. Begin submitting live leads

Account Information

Portal Access Levels

LevelCapabilities
ViewerView leads, see reports, download exports
SubmitterSubmit leads via API, view submissions
ManagerManage API keys, configure settings
AdminFull access including billing

Updating Your Profile

  1. Click your name (top right)
  2. Select Profile
  3. Update your information:
    • Display name
    • Email (for notifications)
    • Notification preferences

Integration Requirements

API Endpoint

Production: https://api.ledly.io/api/leads/inbound
Sandbox:    https://sandbox.api.ledly.io/api/leads/inbound

Required Fields

At minimum, you must provide:

FieldTypeNotes
emailstringValid email format

Including these improves lead quality:

FieldTypeNotes
first_namestringLead’s first name
last_namestringLead’s last name
phonestringAny format, will be normalized
sourcestringYour source identifier
ip_addressstringLead’s IP address

Custom Fields

Your organization may require additional fields. Common examples:

  • program_interest - Desired program
  • preferred_start - Start date preference
  • education_level - Current education
  • years_experience - Work experience

Check with your organization administrator for required and optional custom fields.


Testing Your Integration

Sandbox Environment

Use the sandbox for development and testing:

SettingSandbox Value
Endpointhttps://sandbox.api.ledly.io/api/leads/inbound
API KeyYour sandbox API key
DataTest leads only
RetentionDeleted after 24 hours

Test Submission

curl -X POST https://sandbox.api.ledly.io/api/leads/inbound \
  -H "Authorization: Bearer your_sandbox_api_key" \
  -H "Content-Type: application/json" \
  -d '{
    "email": "[email protected]",
    "first_name": "Test",
    "last_name": "User",
    "source": "integration-test"
  }'

Verify in Portal

  1. Log in to the vendor portal
  2. Go to LeadsRecent Submissions
  3. Confirm your test lead appears
  4. Check the status and any validation results

Going Live

Pre-Launch Checklist

Before submitting production leads:

  • Tested successfully in sandbox
  • Production API key generated
  • Endpoint updated to production URL
  • Error handling implemented
  • Retry logic in place
  • Logging configured
  • Notification alerts set up

Switching to Production

  1. Update your configuration:

    Endpoint: https://api.ledly.io/api/leads/inbound
    API Key: [Your production key]
  2. Submit a small batch of leads first

  3. Monitor the portal for acceptance/rejection

  4. Scale up gradually


Monitoring & Reporting

Dashboard Metrics

Your vendor dashboard shows:

MetricDescription
Leads TodaySubmissions in the last 24 hours
Acceptance RatePercentage accepted
Avg Response TimeAPI response time
Top RejectionsCommon rejection reasons

Email Reports

Configure automatic reports:

  1. Go to SettingsNotifications
  2. Enable Daily Summary or Weekly Report
  3. Add email recipients

Reports include:

  • Lead volume by day
  • Acceptance/rejection breakdown
  • Top rejection reasons
  • Comparison to previous period

Support

Getting Help

For integration support:

For account issues:

Common Issues

IssueSolution
API key not workingGenerate a new key; check for spaces
All leads rejectedReview rejection reasons; check field formats
Timeout errorsImplement retry logic; check your network
429 errorsImplement rate limiting; request higher limits

Security Guidelines

As a vendor partner, you must:

  1. Protect API keys - Never expose in code or logs
  2. Use HTTPS only - Never transmit leads over HTTP
  3. Validate consent - Only submit leads with proper consent
  4. Handle PII carefully - Follow GDPR/CCPA requirements
  5. Report incidents - Notify immediately of any breaches
⚠️

Failure to follow security guidelines may result in account suspension.