Onboarding

Merchant
Onboarding Flow

How merchants go from sign-up to processing payments
on the Rootline platform.

The form

Seven steps,
one form

A dynamic, multi-step form tailored per country and partner. Fields auto-populate, verify in real-time, and adapt based on legal form.

1
Welcome
Legal form & company search
2
Company Details
Name, registration, address
3
Ownership
UBOs & directors
4
Personal Info
Contact, ID, date of birth
5
Bank Account
IBAN & tax details
6
Documents
Registration & ownership docs
7
Final Steps
Terms & signing
Onboarding flows

Two ways to onboard

Partners can pre-create companies via API or share a global onboarding link. Both flows use the same onboarding form — the URL stays the same throughout the merchant's lifecycle.

Flow A Company-Specific Link
1
Partner calls POST /v1/companies — company starts as created
2
Partner sends company-specific onboarding URL to merchant
3
Merchant opens link, completes form + accepts ToS
4
Company transitions to open with await_assessment
/example.com/{company_id}
Flow B Global Onboarding Link
1
Partner shares a global onboarding link with merchants
2
Merchant fills in the onboarding form + accepts ToS
3
Company created directly as open with await_assessment
/example.com/merchants
Live flow

What the merchant sees — and what you receive

Onboarding Form
Company Details Step 1 of 7
Legal Name Auto-filled
Joe's Canteen B.V.
Registration Number Auto-filled
12345678
Address Auto-filled
Keizersgracht 100, 1015 AA Amsterdam
Website
https://joescanteen.nl
Webhook Events
Waiting for events...
Additional information flow

When extra info is needed

Merchant Experience
Application submitted
Your application is being reviewed.
You will be notified once verified.
Webhook Events
company.verification_status.updated just now
{ "event_type": "company.verification_status.updated", "company": { "company_name": "Joe's Canteen B.V.", "verification_status": "open", "next_action": { "type": "await_assessment" } } }
company.next_action.updated 30s ago
{ "event_type": "company.next_action.updated", "company": { "company_name": "Joe's Canteen B.V.", "verification_status": "open", "next_action": { "type": "provide_information", "onboarding_url": "https://onboarding.rootline.com/example.com/co_8f3a2b1c" } } }
company.next_action.updated 1m ago
{ "event_type": "company.next_action.updated", "company": { "company_name": "Joe's Canteen B.V.", "verification_status": "open", "next_action": { "type": "await_assessment" } } }
company.verification_status.updated 2m ago
{ "event_type": "company.verification_status.updated", "company": { "company_name": "Joe's Canteen B.V.", "verification_status": "verified", "next_action": null } }
Reference

Status transitions

How verification_status and next_action change throughout the onboarding lifecycle.

Scenario Status Next Action Notes
Company created via API or Dashboard created provide_information Merchant needs to open onboarding link
Merchant submits form + ToS open await_assessment Operations team is reviewing
Additional info needed open provide_information Merchant needs to provide additional information to get verified
Approved verified null Merchant can transact
Additional info needed (verified) verified provide_information Merchant needs to provide additional information to keep capabilities
No response suspended null Partner can reactivate
Rejected not_accepted null Final — prohibited industry or failed KYC
Rootline

Fast, verified,
ready to transact

Smart prefilling, real-time verification, and instant webhook notifications — merchant onboarding, streamlined.