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Provider Onboarding Checklist

Follow these steps to start distributing your services through Offergrid.

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1. Account Setup

  1. Visit offergrid.io
  2. Click Sign Up
  3. Choose Provider as your organization type
  4. Complete your company profile
Provide business verification details to gain access to the provider platform. This typically takes 1-2 business days.
  1. Go to Settings → API Keys
  2. Click Generate New Key
  3. Save your key securely (you won’t see it again!)
  4. Store it in your environment variables

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2. Create Your First Offer

  1. Navigate to Offers in the sidebar
  2. Click Create New Offer
  3. Fill in offer details:
    • Name and category
    • Pricing and billing
    • Service specifications
    • Availability zones
  4. Add marketing content and images
  5. Click Save Draft or Publish
curl -X POST https://api.offergrid.io/provider/offers \
  -H "x-api-key: YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "High-Speed Internet 1000 Mbps",
    "category": "internet",
    "status": "active",
    "monthlyPrice": 59.99,
    "description": "Lightning-fast fiber internet",
    "serviceSpecificData": {
      "downloadSpeed": "1000 Mbps",
      "uploadSpeed": "1000 Mbps",
      "connectionType": "Fiber"
    }
  }'
See the full API documentation for all available fields.

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3. Configure Offer Visibility

1

Choose visibility setting

Decide who can see your offer:
  • All Resellers: Public visibility (default)
  • Preferred Partners: Only approved resellers
  • Selected Resellers: Specific partners
2

Set up partner list (optional)

If using Preferred or Selected visibility, add approved resellers to your partner list.
3

Publish your offer

Once you’re ready, change the status to active to make it available to resellers.

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4. Set Up Order Fulfillment

Define how you want to receive order details:
  • Submission URL (webhook endpoint)
  • Required form fields
  • Custom metadata fields
Create a test order to ensure your fulfillment system is ready:
  1. Use a test reseller account or ask support
  2. Place a test order
  3. Verify you receive the order data
  4. Practice updating order status
Configure how you want to be notified about new orders:
  • Email notifications
  • Webhook callbacks
  • Dashboard alerts

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5. Start Receiving Orders

You’re all set! Resellers can now browse your offers and place orders.
Monitor your dashboard for:
  • New order notifications
  • Order status by fulfillment stage
  • Partner activity and performance

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Next Steps

Manage Offers

Learn about creating and managing service offerings

Fulfill Orders

Understand the order fulfillment workflow

Partner Management

Control reseller access to your offers

API Integration

Integrate with your existing systems

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Common Questions

Business verification typically takes 1-2 business days. You’ll receive an email when your account is approved.
Yes! Create offers with draft status and work with our support team to test the order flow before making offers public.
You can update offers anytime via the dashboard or API. Changes take effect immediately.
Use the availableZipCodes or serviceArea fields to specify where each offer is available.

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Need Help?

Contact us at support@offergrid.io or check out our API documentation.