# 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](https://finix.com/who-we-serve/customers/businesses) need to consider before going live. Reviewing and completing this checklist helps ensure your payment experience is complete and transactions process successfully. Who this checklist is for This checklist is specifically for [Finix-for-Businesses](https://finix.com/who-we-serve/customers/businesses). [All other customers](https://finix.com/who-we-serve/customers) should integrate with Finix as Platforms. See [Platform Checklist](/guides/platform-payments/platform-checklist) for integration details. ## 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](#account-and-login) 2. [Process Payments](#process-payments) 3. [Collecting Payouts](#collect-payouts) 4. [Technical Considerations](#technical-considerations) When you're ready to go live, [message our Support Team](mailto:support@finix.com). 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](/guides/getting-started/finix-sign-up) - [Log into the Finix Dashboard](https://finix.payments-dashboard.com/Login) - [Create API Keys for your developers](/additional-resources/developers/authentication-and-api-basics/api-keys) ### 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](/additional-resources/developers/migrating-data-to-finix). ## Process Payments All Finix integrations must be able to [process payments](/guides/online-payments/online-payments-quickstart#making-payments-via-api) before going live. Depending on the payment methods, you may need to support: - [Card](#card-payments) - [Apple Pay](#apple-pay-payments) - [Google Pay](#google-pay-payments) - [ACH (eCheck)](#ach-echeck-payments) Additionally, every integration must include: - [Refunding a payment](/guides/after-the-payment/refunds/) - [Managing disputes](/guides/after-the-payment/disputes/) - [Implementing fraud detection](/guides/payments/risk/fraud-detection/) ### Card Payments Your integration must handle the following for card transactions: - [Create an `Identity` for your buyer](/guides/online-payments/online-payments-quickstart#step-1-create-a-buyer) - [Tokenize card details with our Tokenization Forms](/guides/online-payments/payment-tokenization/tokenization-forms) - [Process payment via `Transfer` for Sale flows](/guides/online-payments/online-payments-quickstart#step-2-create-a-payment-instrument) - [Create and capture an `Authorization` for Auth and Capture flows](/guides/online-payments/payment-features/auth-and-captures) - [Handle failed payments and `failure_codes`](/additional-resources/developers/implementation-and-testing/error-codes/#transfer-and-authorization-errors) Handling Raw Card Data If you're fully [PCI DSS-compliant](/guides/managing-operations/security-compliance/pci-dss-compliance) and want to handle raw card data, see our guide on [handling raw card data](/guides/online-payments/payment-tokenization/handling-raw-card-data). ### Apple Pay Payments To support Apple Pay, process an [Apple Pay transaction](/guides/online-payments/digital-wallets/apple-pay) using: - [Apple Pay on iOS](/guides/online-payments/digital-wallets/apple-pay/apple-pay-on-ios) - [Apple Pay on Web](/guides/online-payments/digital-wallets/apple-pay/apple-pay-on-web) ### Google Pay Payments To support Google Pay, process a [Google Pay transaction](/guides/online-payments/digital-wallets/google-pay) using: - [Google Pay on Android](/guides/online-payments/digital-wallets/google-pay/google-pay-on-android) - [Google Pay on Web](/guides/online-payments/digital-wallets/google-pay/google-pay-on-web) ### ACH (eCheck) Payments Successfully process an [ACH (eCheck) transaction](/guides/online-payments/bank-payments) using the buyer's bank account details. ## Collect Payouts [Collect payouts](/guides/platform-payments/seller-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](/additional-resources/developers/webhooks) - [Authenticate Webhooks](/additional-resources/developers/webhooks/integrating-into-webhooks#authenticating-webhooks) - [Manage Webhooks using the Webhook Log](/additional-resources/developers/webhooks/integrating-into-webhooks#managing-webhooks-via-dashboard)