It is important your integration is complete when building into Adyen. Follow the checklist below to ensure you have a complete implementation into Adyen.
Get a test account
Sign up to get a test account.
- Create a user login for yourself and your team members
You will be given an admin user login for yourself when signing up. Create additional users and share with your team members as needed.
- Copy API credentials
Access your test API credentials to start making test transactions.
- Request additional test payment methods
Add the payment methods you are interested in offering for your shoppers. Some payment methods might require additional integration work.
- Determine testing account structure
Adyen provides a two-layer account structure that gives you a lot of flexibility. Determine an initial structure for testing that will best represent what you will do once your are processing live. You will have another opportunity when going live to finalize your account structure.
Make a payment
The core of your Adyen integration is being able to make payments and handle their subsequent states.
- Make an authorized payment
Make a successful payment with any of our integrations: Online Payments and/or Point of sale.
- Handle errored or refused payments
Make sure you can handle an errored or refused payments. Point of sale has its own handling for refused and errored payments.
- Refund and/or cancel a payment
It is important to handle situations where you may need to refund or cancel your users transaction.
- Create a token (optional)
Be able to tokenize payment details, both Online and in-person, and use them again for later transactions.
- Integrate additional payment methods
Add additional payment methods to your account for your shoppers' countries. It is also important you can handle the different result codes, such as pending, which is more common for local payment methods.
Adyen relies on our notification webhooks to inform your system on payment statuses and other events that are required in some situations, such as knowing the result of a refund API call, or receiving the payment result of some local payment methods.
- Expose an endpoint to handle notifications
You need to expose an endpoint in your system to be able to receive our webhooks.
- Configure the CA notifications to send to your endpoint
Login to the CA in order to set the endpoint of your webhook handler.
- Receive and accept a notification
Successfully handle and process our different notification eventCodes.
Reports and reconciliation
Understanding and parsing our reports are crucial for reconciliation.
- Download the settlement detail report automatically
The Settlement detail report is the main reconciliation report and is generated for each payout we make to you.
- Build out reconciliation process
We provide guidance on how to automate your payment reconciliation.
After you have built out your integration to Adyen, you will want to go live. Follow the steps below to make sure you are ready for live processing.
- Request account to be taken live
Log in to your Customer Area and apply to take your account live, where you will need to provide your business information. You will be given login credentials for our live platform once you are completed.
- Request additional payment methods
Make sure you requested all payment methods you want to process for your shoppers.
- Access live Customer Area
Use the live credentials provided earlier to successfully log in to the live Customer Area.
- Create merchant account structure
Make sure your live account structure best represents your business needs.
- Update account settings
When your account is taken live, some settings are copied over, but you need to update the settings for the following:
- Report subscriptions
- API responses
- Shopper statements
- Bank account for payouts
- Set up risk configurations
It's important that risk management is set up to handle live transactions, including selecting a risk profile that best matches your business.
- Add a bank account
Provide information for the bank account you want to receive payments.
- Migrate tokens and shopper details (optional)
When moving to Adyen, you will need to migrate the payment data from your previous provider, such as tokenized card details.
- Update code base
Update your code base and account settings for our live platform.
- Switch to live API credentials
Generate a new API key on your live account and copy to your live platform.
- Switch your test endpoints to your live, custom URLs
Update the Adyen endpoints you used in test to your live endpoints. Your customized live endpoints are unique for your account and improve your security.
- Switch to live API credentials
- End-to-end test
Ensure your platform can handle the entire payment lifecycle from authorization and refusals through payout and reconciliation. At a high level, we suggest testing the following:
- Perform a transaction using a real card or real details for a payment method.
- Ensure you receive a payout and corresponding settlement detail report.
- Confirm your system completes the reconciliation process.