Vendor Setup
This guide helps you get started as a lead vendor partner with Ledly.
Overview
As a vendor, you’ll receive:
- Portal Access - Login credentials for the vendor portal
- API Key - Authentication for lead submission API
- Field Mapping - Configuration for your lead data format
- Documentation - Integration guides and API reference
Getting Started
Receive Your Credentials
Your organization administrator will:
- Create your vendor account in their Ledly instance
- Email you portal login credentials
- Provide integration documentation
Log In to Vendor Portal
- Navigate to the portal URL provided (e.g.,
https://app.ledly.io/vendor) - Enter your credentials
- Complete initial setup (change password, set profile)
Generate API Key
- Go to Settings → API Keys
- Click Generate New Key
- 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
- Review field requirements with your administrator
- Map your lead data to Ledly fields
- Set up your submission system
Test Your Integration
- Use the sandbox environment first
- Submit test leads
- Verify leads appear in the portal
- Confirm acceptance/rejection behavior
Go Live
- Switch to production API key
- Update your production endpoint
- Begin submitting live leads
Account Information
Portal Access Levels
| Level | Capabilities |
|---|---|
| Viewer | View leads, see reports, download exports |
| Submitter | Submit leads via API, view submissions |
| Manager | Manage API keys, configure settings |
| Admin | Full access including billing |
Updating Your Profile
- Click your name (top right)
- Select Profile
- 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/inboundRequired Fields
At minimum, you must provide:
| Field | Type | Notes |
|---|---|---|
email | string | Valid email format |
Recommended Fields
Including these improves lead quality:
| Field | Type | Notes |
|---|---|---|
first_name | string | Lead’s first name |
last_name | string | Lead’s last name |
phone | string | Any format, will be normalized |
source | string | Your source identifier |
ip_address | string | Lead’s IP address |
Custom Fields
Your organization may require additional fields. Common examples:
program_interest- Desired programpreferred_start- Start date preferenceeducation_level- Current educationyears_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:
| Setting | Sandbox Value |
|---|---|
| Endpoint | https://sandbox.api.ledly.io/api/leads/inbound |
| API Key | Your sandbox API key |
| Data | Test leads only |
| Retention | Deleted 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
- Log in to the vendor portal
- Go to Leads → Recent Submissions
- Confirm your test lead appears
- 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
-
Update your configuration:
Endpoint: https://api.ledly.io/api/leads/inbound API Key: [Your production key] -
Submit a small batch of leads first
-
Monitor the portal for acceptance/rejection
-
Scale up gradually
Monitoring & Reporting
Dashboard Metrics
Your vendor dashboard shows:
| Metric | Description |
|---|---|
| Leads Today | Submissions in the last 24 hours |
| Acceptance Rate | Percentage accepted |
| Avg Response Time | API response time |
| Top Rejections | Common rejection reasons |
Email Reports
Configure automatic reports:
- Go to Settings → Notifications
- Enable Daily Summary or Weekly Report
- 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:
- Email: [email protected]
- Include your vendor ID and request ID
For account issues:
- Contact your organization administrator
- Email: [email protected]
Common Issues
| Issue | Solution |
|---|---|
| API key not working | Generate a new key; check for spaces |
| All leads rejected | Review rejection reasons; check field formats |
| Timeout errors | Implement retry logic; check your network |
| 429 errors | Implement rate limiting; request higher limits |
Security Guidelines
As a vendor partner, you must:
- Protect API keys - Never expose in code or logs
- Use HTTPS only - Never transmit leads over HTTP
- Validate consent - Only submit leads with proper consent
- Handle PII carefully - Follow GDPR/CCPA requirements
- Report incidents - Notify immediately of any breaches
Failure to follow security guidelines may result in account suspension.