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.
This checklist is specifically for Finix-for-Businesses. All other customers should integrate with Finix as Platforms. See Platform Checklist for integration details.
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:
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.
Start your integration with the following steps:
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.
All Finix integrations must be able to process payments before going live.
Depending on the payment methods, you may need to support:
Additionally, every integration must include:
Your integration must handle the following for card transactions:
- Create an
Identityfor your buyer - Tokenize card details with our Tokenization Forms
- Process payment via
Transferfor Sale flows - Create and capture an
Authorizationfor Auth and Capture flows - Handle failed payments and
failure_codes
If you're fully PCI DSS-compliant and want to handle raw card data, see our guide on handling raw card data.
To support Apple Pay, process an Apple Pay transaction using:
To support Google Pay, process a Google Pay transaction using:
Successfully process an ACH (eCheck) transaction using the buyer's bank account details.
Collect payouts from your processed payments.
Ensure payouts are sent to the correct account and align with your processed payment activity.
Your complete integration should also include: