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Set up Integrated Onboarding

This guide walks you through setting up 360dialog's Integrated Onboarding to connect your clients with WhatsApp Business API quickly and efficiently.

In this quickstart, you'll set up 360dialog's Integrated Onboarding to let your clients connect their WhatsApp Business API accounts. You'll:

  • Configure your environment

  • Implement the Connect Button

  • Handle client redirects

  • Process webhook notifications

  • Generate API keys for messaging

By the end, you'll have a working implementation that allows clients to create WhatsApp Business accounts and grant you access to manage their channels.

Choose your onboarding approach

Depending on your requirements, select one of the following implementation methods:

Uses our pre-built Connect Button component

✅ Fast implementation ✅ Minimal development work ✅ Standard user experience

Best for most partners

This quickstart focuses on the Basic Integrated Onboarding approach.

Implementation steps

1

Set up the required endpoints to handle client redirects and webhook notifications:

# Partner Hub Configuration Checklist
✓ Set redirect URL: https://your-domain.com/onboarding-callback
✓ Set webhook URL: https://your-domain.com/webhooks/360dialog

Both URLs must be publicly accessible and properly secured with HTTPS.

The redirect URL must exactly match the route where your Connect Button is implemented.

2

Add the 360dialog Connect Button to your application:

  1. Install the package:

npm install 360dialog-connect-button

  1. Implement the component:

import { ConnectButton } from '360dialog-connect-button';

function OnboardingPage() {
  return (
    <div>
      <h1>Connect your WhatsApp Business Account</h1>
      <ConnectButton
        partnerId="YOUR_PARTNER_ID"
        onSuccess={(data) => {
          console.log('Client ID:', data.client);
          console.log('Channel IDs:', data.channels);
        }}
      />
    </div>
  );
}

For React applications, the component will handle the popup window and redirect for you automatically.

3

After completing onboarding, clients are redirected to your configured URL with query parameters:

  1. Create a handler function:

function handleRedirect() {
  // Get URL parameters
  const params = new URLSearchParams(window.location.search);
  
  // Extract client ID
  const clientId = params.get('client');
  
  // Extract channel IDs (format: [channelId1,channelId2])
  const channelsString = params.get('channels');
  const channels = channelsString ? 
    channelsString.replace(/[\[\]]/g, '').split(',') : 
    [];
  
  if (clientId && channels.length > 0) {
    // Store the client and channel information
    console.log(`Client ${clientId} granted permission to channels: ${channels}`);
    
    // Continue with your application flow
    // saveClientData(clientId, channels);
  }
}

// Execute on page load
document.addEventListener('DOMContentLoaded', handleRedirect);

  1. Close the popup window (if it hasn't closed automatically):

// In your redirect handler
if (window.opener) {
  window.opener.postMessage({ 
    client: clientId, 
    channels: channels 
  }, '*');
  window.close();
}
4

Your webhook endpoint will receive important status events:

// Example Express.js webhook handler
app.post('/webhooks/360dialog', express.json(), (req, res) => {
  const event = req.body;
  
  switch (event.type) {
    case 'channel_created':
      console.log(`New channel created: ${event.payload.channel}`);
      break;
      
    case 'channel_status_changed':
      if (event.payload.status === 'running') {
        console.log(`Channel ${event.payload.channel} is now active!`);
      }
      break;
      
    case 'phone_number_quality_changed':
      console.log(`Channel ${event.payload.channel} messaging limit: ${event.payload.value}`);
      break;
  }
  
  // Always respond with 200 to acknowledge receipt
  res.status(200).send();
});

This handler processes the most important webhook events:

  • channel_created: Sent when a new WhatsApp channel is created

  • channel_status_changed: Sent when the channel status changes

  • phone_number_quality_changed: Sent when the messaging limit changes

5

When a channel reaches running status, generate an API key to enable messaging:

curl -X POST https://hub.360dialog.io/api/v2/partners/channels/{channelId}/api-keys \
  -H "Authorization: Bearer YOUR_PARTNER_TOKEN"

Store the returned API key securely — it cannot be retrieved later.

For Direct Payment clients, they must grant permission before you can generate API keys.

Testing your implementation

You can test your implementation with the resources below:

Demo Tool

Generate code snippets and test different configurations

Try the demo tool →

GitHub Repository

View complete implementation examples

View code examples →

Before deploying to production:

  1. Create a test button with your Partner ID

  2. Track webhook events to see if your handler works

  3. Confirm your redirect handling works correctly

  4. Test API key generation with a test channel

Troubleshooting common issues

Connect Button Issues

  • Button not displaying

    Check your Partner ID and verify the package is correctly installed

  • Popup blocked

    Disable popup blockers in your browser during testing

  • Styling conflicts

    Verify your CSS isn't conflicting with the button styles

Further reading

For more detailed information on the Integrated Onboarding process:

PreviousAdd a WhatsApp NumberNextCreate a Message Template

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