Reference Documentation

CanopyConnect

.create(options)

Creates a SDK Handler instance for your link.

Kind: static method of CanopyConnect

Param	Type	Description
options	Object	SDK Handler options.
options.publicAlias	String	The public alias of the link you would like to use. Each link has a unique public alias. You can view all your links on the Links Page. The public alias is what follows after the `/c/`in your link's url. Example: the public alias for `https://app.usecanopy.com/c/demo`is `demo`.
options.modal	Boolean	Default=true. Whether Canopy Connect should be in a modal. If `false`, `options.mount` will be used
options.mount	String \| Element \| null	Can be used when `options.modal=false`, this specifies where Canopy Connect should be mounted to and will mount there immediately when `.create()` is called. Alternatively you can use `.mount()` to mount after `.create()` is called.
[options.pullMetaData]	Object	Arbitrary JSON-serializable data. The API returns this data in Pull.meta_data
[options.consentToken]	String	A token retrieved by pre-collecting consent to skip the first screen in the widget. Reference the Consent API for more information.
[options.reconnectToken]	String	When dropping the user into the Monitoring reconnect flow provide a `reconnectToken` instead of `consentToken`. See How to use Monitoring.
[options.onAuthenticationSuccess]	Callback	Triggered when the user successfully authenticates with their insurance provider. Reference the 'authenticationSuccess' event for data parameters.
[options.onSelectCustomInsuranceProvider]	Callback	Triggered when the user selects "Provide policy manually" while searching for their carrier. Contact [email protected] to enable this feature. Reference the 'selectCustomInsuranceProvider' event for data parameters.
[options.onExit]	Callback	Triggered when the user exits the Canopy Connect SDK modal. Reference the 'exit' event for data parameters.
[options.onDestroy]	Callback	Triggered when the Handler is destroyed after `Handler.destroy()` is called.

Handler

Instance of EventEmitter

.close()

Closes the Canopy Connect SDK modal.

Kind: instance method of Handler

.destroy()

Removes the SDK from the application and triggers the destroy event.

Kind: instance method of Handler

.mount(selectorOrElement)

Can be used when options.modal=false. Mounts the SDK directly to the selector or Element.

Kind: instance method of Handler

.on('authenticationSuccess')

Triggered when the user successfully authenticates with their insurance provider.

Kind: instance method of EventEmitter

Param	Type	Description
data	Object	Event data.
data.pull	Object	The resulting Pull that was successfully authenticated.
data.pull.pull_id	String	The ID of the Pull, use this to wait for the Pull's webhooks.
data.pull.metadata	Object \| null	The metadata of the Pull, will match what was passed in via `pullMetaData` and/or `cc-meta` params.

.on('destroy')

Triggered when the Handler is destroyed after Handler.destroy() is called.

Kind: instance method of EventEmitter

.on('exit')

Triggered when the user exits the Canopy Connect SDK modal.

Kind: instance method of EventEmitter

Param	Type	Description
data	Object	Event data.
data.err	Object \| null	Exists if the user exited before successfully authenticating. Contains a error_code which is the step the user exited on.
[data.err.error_code]	String	Possible values: `NOT_AUTHENTICATED`, `INTERNAL_ERROR`, `PROVIDER_ERROR`, `INSUFFICIENT_CREDENTIALS`, `IDENTITY_VERIFICATION_OPTIONS`, `IDENTITY_VERIFICATION`
data.data	Object \| null	Exists if the user consented and created a pull.
[data.data.pull]	Object	The Pull that was created. If no `data.err` exists, this Pull was successfully authenticated.
[data.data.pull_id]	String	The ID of the Pull that was created.
[data.data.metadata]	Object \| null	The metadata of the Pull, will match what was passed in via `pullMetaData` and/or `cc-meta` params.

.on('selectCustomInsuranceProvider')

Triggered when the user selects "Provide policy manually" while searching for their carrier. Contact [email protected] to enable this feature.

Kind: instance method of EventEmitter

Param	Type	Description
data	Object	Event data.
data.providerName	String	Insurance provider name entered by the user when they clicked "Provide policy manually"

.open()

Opens the Canopy Connect SDK modal.

Kind: instance method of Handler