Integration Checklist

Use this checklist to ensure a smooth transition when going live with Finix.

This guide explains the key details that Finix-for-Businesses need to consider before going live. Reviewing and completing this checklist helps ensure your payment experience is complete and transactions process successfully.

Before You Start

How you build your integration may depend on your team's payment experience and engineering resources.

We recommend reviewing our documentation and defining your payment experience before going live. For example:

• Will you accept Apple Pay?
• How will you receive notifications about disputes?
• What refund window will you offer?

The Finix-for-Businesses Integration Checklist covers:

1. Account
2. Process Payments
3. Collecting Payouts
4. Technical Considerations

When you're ready to go live, message our Support Team. We will review your integration to confirm if your Sandbox and Live Environments are ready.

Account and Login

Start your integration with the following steps:

• Create your Sandbox Account
• Log into the Finix Dashboard
• Create API Keys for your developers

Data Migration

You may optionally migrate existing payments or customer data to Finix to minimize gaps in availability or billing. For more info, see Migrating Data with Finix.

Process Payments

All Finix integrations must be able to process payments before going live.

Depending on the payment methods, you may need to support:

• Card
• Apple Pay
• Google Pay
• ACH (eCheck)

Additionally, every integration must include:

• Refunding a payment
• Managing disputes
• Implementing fraud detection

Card Payments

Your integration must handle the following for card transactions:

• Create an Identity for your buyer
• Tokenize card details with our Tokenization Forms
• Process payment via Transfer for Sale flows
• Create and capture an Authorization for Auth and Capture flows
• Handle failed payments and failure_codes

Apple Pay Payments

To support Apple Pay, process an Apple Pay transaction using:

• Apple Pay on iOS
• Apple Pay on Web

Google Pay Payments

To support Google Pay, process a Google Pay transaction using:

• Google Pay on Android
• Google Pay on Web

ACH (eCheck) Payments

Successfully process an ACH (eCheck) transaction using the buyer's bank account details.

Collect Payouts

Collect payouts from your processed payments.

Ensure payouts are sent to the correct account and align with your processed payment activity.

Technical Considerations

Your complete integration should also include:

• Set up Webhooks to receive updates
• Authenticate Webhooks
• Manage Webhooks using the Webhook Log