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 for their integration before going live. Reviewing and completing this checklist helps ensure your payment experience is complete, with transactions processing successfully.
This checklist is specifically for Finix-for-Businesses. All other customers should integrate with Finix as Platforms to go live. See Platform Checklist for details on how to integrate your platform with Finix.
Before You Start
How you build your integration and go live 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, and how long is the refund window you plan to offer?
The Finix-for-Businesses Integration Checklist has these 4 categories:
When you're ready to go live, message our Support Team. We will review your integration to confirm whether your Sandbox and Live Environments are ready.
Account and Login
Follow these steps to get started with your integration:
Data Migration
Optionally, you can migrate any existing payments or customer data to Finix (for example, if you are migrating to Finix from another payments processor). This will help minimize any gaps in availability or billing. For more details, 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 want to accept, your integration will need to handle these different flows:
Additionally, every integration with Finix must include the following:
Card Payments
Your integration needs to handle the following to process transactions where the buyer pays with a card:
- Create an
Identityfor your buyer - Tokenize the buyer's card details using our Tokenization Forms
- For Sale flows, process the payment by creating a
Transfer - For Auth and Capture flows, create and capture an
Authorization - Handle payments that fail and their related
failure_codes
If you're fully PCI DSS-compliant and want to handle raw card data:=, please see our guide to handling raw card data.
Apple Pay Payments
To support Apple Pay, you integration needs to process an Apple Pay transaction with either:
Google Pay Payments
To support Google Pay, your integration needs to process a Google Pay transaction with either:
ACH (eCheck) Payments
Successfully process an ACH (eCheck) transaction where the buyer pays with their bank account details.
Collect Payouts
Collect payouts from the payments you've processed.
Verify payouts are sent to the correct account and align with the payment activity you've processed.
Technical Considerations
A complete technical integration also includes the following: