Integrating Connect with Custom accounts

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A Custom Quaderno account is almost completely invisible to the account holder. You —the platform— are responsible for all interactions with your user and configure all the account's settings, including all the information needed for tax calculations, programmatically.
 
With Custom accounts you can modify the connected account’s details and settings programatically through the API, including managing their tax settings and invoices.
Since Custom account holders can’t log into Quaderno, it’s up to you to build the onboarding flow, user dashboard, reporting functionality, and communication channels.
 
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Note there’s an additional cost for active Custom accounts. A Custom account is considered active from the moment it's enabled on Quaderno to when it's disabled programmatically.

Creating a Custom account

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We highly encourage testing this steps on our sandbox environment first. You can learn about Quaderno Sandbox features on its developer docs. URLs for Quaderno Sandbox starts with sandbox-quadernoapp.com and credentials are separate from production. Note all the examples below use production URLs instead.
 
At the bare minimum, use our Account API to create and connect a Custom account:
curl https://quadernoapp.com/api/accounts \
  -u {{YOUR_API_KEY}}: \
  -d business_name='Foo Inc.' \
  -d country=US \
  -d email=youruser@email.com \
  -d local_tax_id=B12345678  # If set, the account will be registered for tax collection in the country's jurisdiction
Creating a Connected Custom account for one of your marketplace's merchants.
 
Since 09/16/21 you can also specify default_tax_code and default_product_type
 
The result of a successful API call is the user's account information and tokens:
{
  "id": 48,
  "authentication": {
    "token_type": "Bearer",
    "access_token": "2b79aa760fef1608232caaaa6d230b33f9a8b700d46497f7a747e5a12a32db21", // expires on 25 days
    "refresh_token": "82a742f10c4bdca5783aa2314182b65890a3df02055108f8ce4450466862e1d9", // does not expire on Custom accounts
    "created_at": 1627566485, // these dates refer to access_token
    "expires_in": 2160000,
    "expires_at": "2021-08-23T13:48:05.000Z"
  },
  "business_name": "Union Jack",
  "country": "GB",
  "created_at": 1627566484,
  "currency": "GBP",
  "email": "john@quaderno.io",
  "state": "active", // there's an 
Look for id and state, and the tokens !
 
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Safely store the access_token and refresh_token in your database – You'll need those to Making API calls for connected accounts. Access tokens for Custom accounts expires in 25 days. Refresh tokens for Custom accounts never expire. Keep reading to learn how to deactivate Custom accounts.
 
That's it! 🎉 Now you can use the Quaderno API on your user's behalf to calculate taxes, issue invoices, generate tax reports, and more.

Activating and deactivating Custom accounts

In order to be able to perform API requests on behalf of your merchants, Custom accounts must be active.
An active account can be easily identified through an API request as follows:
curl -X GET https://quadernoapp.com.com/api/accounts/{{ACCOUNT_ID}} \
  -u {{YOUR_API_KEY}}:
You'll get the connected account's info, with a "state":"active" when the account is active.
All custom accounts are active by default. When you try to perform a request on behalf of a deactivated account, an API error is raised and the request fails.
You can call the API endpoint deactivate to deactivate an account that is not longer in use or that you consider to block temporary:
curl -X PUT https://quadernoapp.com.com/api/accounts/{{ACCOUNT_ID}}/deactivate \
  -u {{YOUR_API_KEY}}:
We won't charge you for deactivated accounts!
To reactivate an account that has been disabled, you just need to call the endpoint activate:
curl -X PUT https://quadernoapp.com.com/api/accounts/{{ACCOUNT_ID}}/activate \
  -u {{YOUR_API_KEY}}:
Back into play!
 

FAQs

How much does Connect cost?
There are no platform specific fees for Standard accounts. Custom accounts cost is based on monthly active accounts and API calls, with a minimum amount of 2€ per active account. Contact us to know more and discuss your needs.