Configure Account

Setting up your Chift account is the first step to leveraging our unified APIs and building powerful integrations. This guide will walk you through the initial configuration process. It will help you to:

• Setup your personal information and language
• Invite team members
• Configure the public pages of your organization
• Configure automatic email reminders (See Email Reminders)

To start, you will need to enter the “Settings” menu.
As a new user, you can as well follow our “Getting Started” onboarding in the sidebar.

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Setup your personal information and language

In this section you can setup your personal information and default language. Next to that you can as well update your password if required.

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Add Team Members

You can invite team members to collaborate on your Chift account:

1. Go to the ‘Members’ section
2. Click “Add user”
3. Enter their email address and assign appropriate roles (see Roles)
4. They will receive an invitation email to join your organization

Next to that you can also manage your team members and their roles.

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Configure the public pages of your organization

In this section you can configure the branding of your organization on chift’s public pages. You can setup the logo, the main color and the button color.
E.g. for the example above, the configuration will look like this for the activation of Hiboutik: By using your colors and your logo, you can make sure that your customers feel at home when they visit your public pages. You can as well select the default language of those public pages.

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Connection name configuration

When creating a connection in Chift, you can assign a connection name. This name is purely a label, but it becomes essential as soon as a user manages multiple connections, or when you need to clearly associate a connection with a specific client or end user. The connection name can be:

• Defined directly via the API when creating the connection, or
• Entered by the end user during the connection activation flow, as shown in the example below.

If you already handle connection naming on your side, or if you simply don’t need this information, you can disable the connection name prompt entirely. This can be done globally, for all users and all connectors, from your consumer page configuration by setting the corresponding option to “Never” : Once disabled, users will no longer be asked to provide a connection name during activation (see example bellow).

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Default redirection URL

You can configure a default redirection URL for each environment.
This URL will be used to redirect the customer to a specific page after they have completed the connexion process.

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Redirect URL parameters

You can choose to automatically append connection details to the redirect URL used after a successful connexion. This makes it easier to track, identify, and handle user flows on your side. When this option is enabled, additional query parameters will be appended to the consumer redirect URL based on the connexion outcome:

• consumerId – The identifier of the consumer.
• connectionId – The identifier of the newly created or updated connection.
• connectionStatus – Indicates whether the connection is active or inactive.

In case of an error during the connexion process, the following parameters will also be included:

• error – A short error code describing the issue.
• isExpiredError – A boolean flag indicating if the error is due to an expired invitation or session.

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Restrict connection creation via UI

You can enable a setting to restrict consumers from creating connections through the UI (e.g. marketplace).
When activated, consumers can only create connections via the API.

• The consumer link page will display a message explaining that connections cannot be created there.
• The valid flow is:
  1. Create the consumer via API
  2. Create the connection via API (with integrationId and name)
  3. Redirect the customer to the generated activation URL

This configuration ensures that all connections are created and tracked via API, preventing accidental or uncontrolled connections from being created through the UI.

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Next Steps

Once your account is configured, you can:

• Activate connectors for your integrations
• Set up consumers for your applications
• Create API keys to access our APIs
• Explore our API documentation to start building