Onboarding Checklist
Onboarding Checklist
High Level End-to-end (E2E) Testing
- Get credentials.
- Retrieve an
opportunity live link
successfully from the opportunity registry. - Send a respondent in to the live link.
- Choose a disposition.
- Retrieve them back through the redirect URL, and interpret it appropriately.
Successfully completing this test will indicate the following:
- Valid credentials.
- Correct signatures.
- Access to the Opportunity Registry
- You can successfully send a respondent into the redirect URL.
- You get a disposition and are redirected out to the partner’s platform.
Server-to-server (S2S) testing (Optional)
Dynata cannot verify a parters S2S logging data, as this will be saved on the partner side.
- Follow the same steps as the E2E test.
- If you have an S2S URL configured, verify that the information desired is being written out to your logs and can be accessed successfully.
Opportunity Registry Testing
Receive opportunity notifications.
Make sure you can hit the /receive-notifications
endpoint, and pull down the listed opportunities notifications. More info here
Acknowledge opportunities notifications.
Make sure you can hit the /ack-notifications
endpoint, and acknowledge an opportunity notifications. More info here
Get an opportunity
Make sure you can hit the /get-opportunity
endpoint, and get an opportunity. More info here
Retrieve a large collection
Make sure you can hit the /download-collection
endpoint, and download a large collection. More info here
Respondent Gateway Testing
Return a list of attribute IDs
and their statuses
Make sure you can hit the /list-attributes
endpoint and pull down a list of attributes. More info here
Production Attributes
Please use the production version of the
/list-attributes
endpoint to map against the most commonly used attributes. The results from the QA version of/list-attributes
are sorted arbitrarily.
Return info for the requested attribute.
Make sure you can hit the /get-attribute-info
endpoint, and retrieve attribute information by attribute id
. More info here
If you prefer to use the Respondent Gateway to create and update respondents:
Create a respondent
Make sure you can hit the /put-respondent
endpoint, and create a respondent. More info here
Update a respondent
Once you’ve create a respondent via the /put-respondent
endpoint, make sure you can update that same respondent via the same /put-respondent
endpoint.