User Journey
When initiating a session (POST api/session/initiate), Endgrate comes built-in with flags you can turn on to customize the user experience.
Below are a list of UX customization options for the /session route that you redirect your end users too.
Integration Provider Selection
When no provider
is specified, the user will be prompted to choose which integration provider to connect with.

Schema Selection
Note
If
passthrough_schemas
is true, theschema_selection
value will be ignored and this page will always be shown.
When schema_selection
is true, the user will be prompted to choose which schemas to push and pull. Additionally, if passthrough_schemas
is true, the user will be able to add any desired custom objects.
When schema_selection
is false, all provided schemas will be utilized for both push and pull.

Resource Selection
When resource_selection
is true, the user will be prompted to choose the integrations for the schemas in the session.
When resource_selection
is false, integrations will be selected automatically using our AI decision engine.

Field Selection
When field_selection
is true, the user will be prompted to configure the field mapping. Additionally, if passthrough_fields
is true, the user will be able to add any desired custom fields.
When field_selection
is false, the fields will be mapped automatically using our AI decision engine. Additionally, if passthrough_fields
is true, all custom fields will be added.

Statistics
When statistics
is true:
- When
save_session
is false, the user will be brought to a statistics screen after authenticating and configuring any integration-specific settings. - When
save_session
is true, the user will be brought to a success screen.
When statistics
is false, the user will be brought to a success screen.

URL Redirect
When a redirect_url
is provided, the user will be redirected to the specified url after authenticating and configuring any integration-specific settings.
Updated 11 days ago