Service Vendor Requirements for Marketplace Vendors
This article was created to support the integration phase for Marketplace Vendors. If you're ready to get started as a vendor, we'd love to hear from you. Apply to join the Marketplace.
Reliance on another marketplace product
- If your service leverages a Marketplace Product and requires that product to be active before you can start your work, ensure that the required product has been selected.
Vendor Center → Select Product → Product Info → Product activation → Required products:
- If your service is reliant on a Vendasta product and involves responding to reviews, claiming and filing listings, or reviewing mentions, you can choose to have system-generated tasks created upon product activation. These are event-triggered tasks: Reviews, Mentions, and Listings.
If your service is not this type of service, ignore this checkbox.
Reporting
If you currently provide a service completion report or any ongoing reporting to your clients, then this will now need to be provided via the Vendasta Platform.
Requirements
Refer to the reporting type that matches how you deliver reports to clients:
| Delivery method | Requirements |
|---|---|
| Hosted dashboard (users log in) | SSO into Dashboard, Executive Report Highlights |
| Semi-interactive report (shared as signed URL) | SSO into Dashboard, Executive Report Highlights or PDF File Upload |
| Emailed PDF reports | PDF File Upload, optionally Executive Report highlights |
Reporting types
Single Sign-On:
If you have a hosted reporting dashboard that is accessed via a login, or shared via a signed URL, then that must be accessed via SSO.
The Executive Report (API Integration):
Pull highlights from, or recreate your reporting in Vendasta's dynamic report that lives within the end user dashboard Business App. See supported card types here.
Suggested maximum of 9 cards.
File uploads
File groups can be generated in two ways:
- The Account Details page in Vendor Center. In this case, Vendasta hosts the file.
- Automated upload via the Account File Group API. In this case, the vendor hosts the file and provides a link.
For either method, file uploads will automatically send a message to the Activity Stream providing an alert that a new file is now available.
Final walkthrough (Vendasta testing your integration)
Once you have finished each task, submit it for review and approval in your project tracker by clicking Approve.
A Vendasta Vendor Operations team member will review your implementation and provide feedback before marking the task as complete.
Fulfillment forms
Fulfillment forms collect information from customers after they purchase your product. Use them for details you need to fulfill the order, such as shipping addresses or service preferences. You can move questions from your purchase order form to the post-purchase fulfillment form so customers can complete orders with less friction.
Enable fulfillment forms on your product in Vendor Center. After you configure the form and publish your changes, you can track all orders and outstanding fulfillment in the work orders table.
Work order statuses:
- Details needed — Required information is missing. View these orders under the In Review tab and complete the fulfillment form to proceed.
- Complete — The fulfillment form is completed. You can view contact details, order forms, and fulfillment responses for each order.