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API setup guide: documentation & checklist

Get docs and credentials, configure redirects/webhooks, test in sandbox, and go live with confidence.

Jacob avatar
Written by Jacob
Updated over 2 weeks ago

1) Get access

Book a demo

First book a demo so we can help scope your use case, recommend the right integration approach, and enable documentation access.

Access API documentation

After the demo, we’ll provide access to the Konfir API documentation: https://docs.konfir.com/

Receive API credentials

We’ll issue credentials for:

  • Sandbox (development/testing with mocked data)

  • Production (go-live)


2) Build your integration

Define entry/exit paths

Decide how applicants will start the Konfir journey from your product, i.e. where it sits in your workflow

Decide where applicants should return when they: submit, or exit early. Confirm internally what happens on exceptions (non-completion, not-connected activities, missing fields, documents not available)

Tip: Use state to pass your internal identifiers through the redirect so you can reconcile the applicant on return.

Fetch results

Confirm which outputs your system needs:

  • Retrieve Timeline

  • Request PDF

  • Retrieve Document

If you want event-driven updates, configure webhooks for:

  • verification completed

  • data source connected

Your endpoint must return HTTP 200. Konfir will retry failed deliveries.


3) Test in sandbox

Run sandbox tests

Use sandbox credentials to build and test end-to-end without real source connections. Behaviour mirrors production, but data is mocked.

Create a verification → hand off to candidate URL → complete sandbox connections → submit → return to your product.

Confirm:

  • your handoff UX works as intended

  • your state mapping/reconciliation works consistently

  • Your integration can fetch: timeline, PDF, documents (as required)

  • (if applicable) your integration handles webooks: receive events reliably and process retries safely

Test edge cases

Use Konfir’s pre-built personas to validate how your system handles different outcomes and result shapes (multi-activity timelines, insights/alerts, partial coverage, etc.).


4) Go live 🎉

Switch to production credentials

Update your production environment to use production keys only after sandbox tests are clean.

Before switching keys, confirm:

  • redirect URLs are correct and enabled

  • webhook URL is correct (if used)

  • any required allowlisting is complete (if your security model requires it)

Run a production test

Create a real verification and validate the production workflow.

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