Setup Railz Connect

Railz Connect™ is what your end-users will interact with to link their service providers to your product. It will be embedded directly into your client-facing application for a seamless user experience.

Railz Connect™ will automatically handle all of the back and forth with the service providers, as well as deal with all the different types of authorization flows used by the service providers to protect your end users from unauthorized access.

Let's quickly setup Railz Connect™ to suit your brand and preferences.

Setup Railz Connect™

On the dashboard go to Connect > Setup in the left sidebar navigation menu of the Dashboard.

Railz Connect Setup. Click to Expand.Railz Connect Setup. Click to Expand.

Railz Connect Setup. Click to Expand.

To integrate Railz Connect™ into your website or application, copy the following script and paste it into your website's HTML source code before closing the </body> tag.

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The code must be inserted into every page you want to display Railz Connect on. Note that this will not slow down your web pages.

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Railz always publishes non-breaking updates and improvements to Railz Connect™. To ensure that you're using the latest version of Railz Connect™, do not download and host the railz-connect.js file within your app.

<!-- Insert this div where you want Railz Connect to be initialized -->
<div id="railz-connect"></div>


<!-- Start of Railz Connect script -->
<script src="https://connect.railz.ai/v1/railz-connect.js"></script>
<script>
  var widget = new RailzConnect();
  widget.mount({
    parentElement: document.getElementById('railz-connect'),
    widgetId: 'wid-bf51a64f-1d10-4dab-9e63-7bbbd123edd6'
    // Add additional Railz Connect configuration  paramaters here
  });
</script>
<!-- End of Railz Connect script -->

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Configure your Railz Connect

You have a variety of design configuration options to fit your brand experience. See Parameters for more details.

IP Whitelisting (Optional)

For additional security, you can restrict the server IP addresses that can embed Railz Connect™. To enable IP Whitelisting, from the IP Whitelist page, you must add the public IP addresses of all application servers embedding Railz Connect™.

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IP Whitelisting

  • IP Whitelisting does not apply to Railz Connect in Sandbox Mode.
  • For testing Railz Connect on your local environment with a non-sandbox widgetId, you will need to whitelist your local server IP address. You can setup a local server using a tunnel service like ngrok and whitelisting the ngrok IP. You would need to ping your ngrok URL to get the IP address being used. You might need to whitelist multiple IP addresses depending on your location.
  • IPv6 is currently not supported.

To manage your IP Whitelist:

  1. In the left sidebar navigation menu, go to Connect > IP Whitelist.
  2. Click the Add IP button to add an IP to the whitelist.
Railz Connect IP Whitelist.  Click to Expand.Railz Connect IP Whitelist.  Click to Expand.

Railz Connect IP Whitelist. Click to Expand.

  1. Enter the IP address you would like to whitelist, enter a Label to easily identify your IP, then click Save changes.
Add IP Address. Click to Expand.Add IP Address. Click to Expand.

Add IP Address. Click to Expand.

Service Not Available Screen

Railz Connect™ will display service not available screen if:

  • You have not configured and enabled any integrations.
  • You have reached your connection limit on a free plan.
  • Accessed Railz Connect from an IP not in your IP whitelist (if enabled).
Railz Connect Not Available. Click to Expand.Railz Connect Not Available. Click to Expand.

Railz Connect Not Available. Click to Expand.

Preventing Duplicate Accounting Connections

When a user links their accounting service provider account through Railz, a new connection is created. Two connections created for the same set of credentials (account) at the same accounting service provider will be considered a duplicate and will result in the most recent one being invalidated.

Preventing a user from accidentally linking a connection they have already linked can help avoid confusing behaviour in your application and will also prevent you from potentially being billed for both connections.

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See Connection Disconnected for more details on subscribing to connection disconnected webhook event.


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