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Recommended: Set up Templates before creating your link. Templates define what data you need to collect from your customer and help you validate and clean their data automatically when they submit it.
Creating an onboarding link for your customer takes just a few minutes. Once created, you can send it to them and they can start sharing their data immediately.

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Step 1: Create a Company

Companies dashboard
Go to vern.so/companies and click “Create Company” or “New Company.” Enter your customer’s name or company name. This creates a new company record where all their data will be organized.
Links interface
As soon as you create the company, Vern automatically generates a unique link for that customer. You’ll see the link displayed in your company dashboard. You can copy it with one click. Send the link to your customer through your preferred channel—email, Slack, your platform, or however you normally communicate with them. They can access it immediately and start sharing their data.

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What Your Customer Can Do

Once your customer has the link, they can:
  • Upload CSV files and spreadsheets
  • Fill out forms you’ve created
  • Authenticate Scouts to extract data from their existing systems
All their submissions automatically flow into your company dashboard, so you can see everything in one place.

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Next Steps

After your customer starts submitting data, you can:

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Security Tip

You can refresh the link at any time if you need to revoke access or generate a new one. The old link will stop working, keeping your customer’s data secure.