> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.mercoa.com/embedded-ap-ar/api-reference/entity/send-onboarding-link/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.mercoa.com/_mcp/server.

# Send Onboarding Email

POST https://api.mercoa.com/entity/{entityId}/onboarding

Send an email with a onboarding link to the entity. The email will be sent to the email address associated with the entity.

Reference: https://docs.mercoa.com/embedded-ap-ar/api-reference/entity/send-onboarding-link

## Authentication

- `Authorization` header (bearer token, required) — Bearer authentication of the form `Bearer <token>`, where token is your auth token.

## Request

### Path parameters

- `entityId` (string, required) — Entity ID or Entity ForeignID

### Query parameters

- `type` (enum, required) — The type of onboarding link to generate. If not provided, the default is payee. The onboarding options are determined by your organization's onboarding configuration.
  - Allowed values: `PAYEE`, `PAYOR`
- `expiresIn` (string, optional) — Expressed in seconds or a string describing a time span. The default is 7 days.
- `connectedEntityId` (string, optional) — The ID of the entity to connect to. If onboarding a payee, this should be the payor entity ID. If onboarding a payor, this should be the payee entity ID. If no connected entity ID is provided, the onboarding link will be for a standalone entity.
- `redirectToPortal` (boolean, optional) — If true, the onboarding link will redirect to the vendor/customer portal if the entity is already onboarded. If false, the onboarding link will not redirect to the portal. The default is false.
- `vendorPortalOptions` (object, optional) — The options for the vendor portal.
  - `tabs` (list of enum, optional) — The tabs to display in the vendor portal. If not provided, all tabs will be displayed.
    - Allowed values: `HOME`, `PROFILE`, `INVOICES`, `PAYMENT_METHODS`, `VENDOR_CREDITS`
  - `defaultTab` (enum, optional) — The default tab to display in the vendor portal. If not provided, the HOME tab will be displayed.
    - Allowed values: `HOME`, `PROFILE`, `INVOICES`, `PAYMENT_METHODS`, `VENDOR_CREDITS`
  - `welcomeMessage` (string, optional) — The welcome message to display in the vendor portal. If not provided, no welcome message will be displayed.

## Errors

### 400 Bad Request

- `errorName` ("BadRequest", required)
- `content` (string, required)

### 401 Unauthorized

- `errorName` ("Unauthorized", required)
- `content` (string, required)

### 403 Forbidden

- `errorName` ("Forbidden", required)
- `content` (string, required)

### 404 Not Found

- `errorName` ("NotFound", required)
- `content` (string, required)

### 409 Conflict

- `errorName` ("Conflict", required)
- `content` (string, required)

### 500 Internal Server Error

- `errorName` ("InternalServerError", required)
- `content` (string, required)

### 501 Unimplemented

- `errorName` ("Unimplemented", required)
- `content` (string, required)

## Examples

**SDK Code**

```python
import requests

url = "https://api.mercoa.com/entity/entityId/onboarding"

querystring = {"type":"PAYEE"}

headers = {"Authorization": "Bearer <token>"}

response = requests.post(url, headers=headers, params=querystring)

print(response.json())
```

```typescript
import { MercoaClient } from "@mercoa/javascript";

const client = new MercoaClient({ token: "YOUR_TOKEN" });
await client.entity.sendOnboardingLink("entityId", {
    type: "PAYEE"
});

```

```go
package main

import (
	"fmt"
	"net/http"
	"io"
)

func main() {

	url := "https://api.mercoa.com/entity/entityId/onboarding?type=PAYEE"

	req, _ := http.NewRequest("POST", url, nil)

	req.Header.Add("Authorization", "Bearer <token>")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(res)
	fmt.Println(string(body))

}
```

```ruby
require 'uri'
require 'net/http'

url = URI("https://api.mercoa.com/entity/entityId/onboarding?type=PAYEE")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Post.new(url)
request["Authorization"] = 'Bearer <token>'

response = http.request(request)
puts response.read_body
```

```java
import com.mashape.unirest.http.HttpResponse;
import com.mashape.unirest.http.Unirest;

HttpResponse<String> response = Unirest.post("https://api.mercoa.com/entity/entityId/onboarding?type=PAYEE")
  .header("Authorization", "Bearer <token>")
  .asString();
```

```php
<?php
require_once('vendor/autoload.php');

$client = new \GuzzleHttp\Client();

$response = $client->request('POST', 'https://api.mercoa.com/entity/entityId/onboarding?type=PAYEE', [
  'headers' => [
    'Authorization' => 'Bearer <token>',
  ],
]);

echo $response->getBody();
```

```csharp
using RestSharp;

var client = new RestClient("https://api.mercoa.com/entity/entityId/onboarding?type=PAYEE");
var request = new RestRequest(Method.POST);
request.AddHeader("Authorization", "Bearer <token>");
IRestResponse response = client.Execute(request);
```

```swift
import Foundation

let headers = ["Authorization": "Bearer <token>"]

let request = NSMutableURLRequest(url: NSURL(string: "https://api.mercoa.com/entity/entityId/onboarding?type=PAYEE")! as URL,
                                        cachePolicy: .useProtocolCachePolicy,
                                    timeoutInterval: 10.0)
request.httpMethod = "POST"
request.allHTTPHeaderFields = headers

let session = URLSession.shared
let dataTask = session.dataTask(with: request as URLRequest, completionHandler: { (data, response, error) -> Void in
  if (error != nil) {
    print(error as Any)
  } else {
    let httpResponse = response as? HTTPURLResponse
    print(httpResponse)
  }
})

dataTask.resume()
```