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Hi,

We have a free developer account which we have used to test our application’s DocuSign integration. We have two integrations (Implicit grant and a JWT grant) which both have passed go-live. We have a customer which is slated to use our application with the DocuSign integration enabled.

What is the proccess for onboarding a customer in this scenario? Do I have to promote our integration keys into their production environment? We tried to connect the integrations to them via the “Select Go-Live Account” action in our dashboard, but when they entered their production credentials (which is an admin user in the production environment) they got an error.

the best practice is promote the integration key of customer’s demo account to their production account. And Does your customer subscribe the plan from Docusign Website?

 

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Hi Hengfeng Ge,
Thank you so much for answering.

Got it, so the best practice is to create a demo environment for the customer; They already have that set up.
Our customer does have a paid DocuSign plan. I do believe they have the “Starter” Developer API plan, as that gives access to the DocuSign API, but I will have to double check with them.

Hello,

To best assist you with the integration key promotion issue, please share the specific error code or message you received when the attempt failed, as this will help us pinpoint the cause. Common reasons for such failures include incomplete configurations, permission issues, or unmet dependencies in the go-live environment.

We highly recommend creating a support case with our Developer/API team. When you do, please include the integration key (or an identifier), the error details, the date/time of the attempt, and a brief description of the integration. This information will allow our team to review your materials thoroughly and identify what's blocking the go-live process, so we can guide you toward a successful promotion.

Best,

Dev/API Team

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