{"title":"Get started","category":"default","creationDate":1791543439,"content":"<h2 id=\"register-interest\">Step 1: Get in touch with us<\/h2>\n<p><a href=\"https:\/\/www.adyen.com\/contact\/sales\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Contact us<\/a> to register your interest in implementing our Adyen for Platforms' Managed model. We'll get in touch with you to learn about:<\/p>\n<ul>\n<li>Your business model.<\/li>\n<li>The regions or countries in which your users are going to process payments.<\/li>\n<\/ul>\n<p>We'll help you determine whether our current platform capabilities are a good fit for you.<\/p>\n<h2 id=\"design-implementation\">Step 2: Design your implementation<\/h2>\n<p>Your Adyen contact will work with you to design your implementation. The design includes determining:<\/p>\n<ul>\n<li>The setup of your business based on how your brand interacts with your users, their customers, and the card schemes, including whether you want your users to have access to Essentials.<\/li>\n<li>How to onboard and collect data from your users, ensuring that your platform is able to collect the required information and accept document uploads.<\/li>\n<li>How to pay out.<\/li>\n<li>How to generate financial reports and reconcile balances.<\/li>\n<\/ul>\n<h2 id=\"get-test-accounts\">Step 3: Get your test accounts<\/h2>\n<p>After you have designed your implementation, your Adyen contact will provide you with your Adyen test credentials.<\/p>\n<p>Your test credentials include:<\/p>\n<ul>\n<li>API credentials for the following:\n<ul>\n<li> <a href=\"https:\/\/docs.adyen.com\/api-explorer\/legalentity\/latest\/overview\" class=\" external-link no-image\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">Legal Entity Management API<\/a>&#58; You'll use this API to create and manage legal entities that contain the information required for verification checks.<\/li>\n<li> <a href=\"https:\/\/docs.adyen.com\/api-explorer\/Management\/latest\/overview\" class=\" external-link no-image\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">Management API<\/a>&#58; You'll use this API to configure and manage your Adyen company and merchant accounts, stores, and payment terminals.<\/li>\n<li> <a href=\"https:\/\/docs.adyen.com\/api-explorer\/BalanceControl\/latest\/overview\" class=\" external-link no-image\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">Balance Control API<\/a>&#58; You'll use this API to transfer funds between merchant accounts.<\/li>\n<li> <a href=\"https:\/\/docs.adyen.com\/api-explorer\/Checkout\/latest\/overview\" class=\" external-link no-image\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">Checkout API<\/a>&#58; You'll use this API to process online payments for your users.<\/li>\n<li><a href=\"\/point-of-sale\/design-your-integration\/terminal-api\">Terminal API<\/a>: You'll use this API to process in-person payments for your users.<\/li>\n<\/ul><\/li>\n<li>Username and password to the following dashboards:\n<ul>\n<li>The <a href=\"https:\/\/ca-test.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Customer Area<\/a>, a dashboard where you can view insights into all payment activities and configurations in your platform.<\/li>\n<li>The <a href=\"https:\/\/essentials-live.adyen.com\/essentials\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Essentials<\/a>, a dashboard where you or your users can view payments performance and perform day-to-day business activities.<\/li>\n<\/ul><\/li>\n<\/ul>\n<h2 id=\"build-integration\">Step 4: Build your integration<\/h2>\n<p>When you have your test accounts, start building your Adyen for Platforms Managed model:<\/p>\n<ul>\n<li><a href=\"\/development-resources\/webhooks\">Configure webhooks<\/a><\/li>\n<li><a href=\"\/managed-model\/verification-requirements\">Verify and onboard your users<\/a><\/li>\n<li><a href=\"\/managed-model\/activate-merchant-account\">Configure merchant accounts<\/a><\/li>\n<li><a href=\"\/managed-model\/integrate-payments\">Integrate and set up payment processing<\/a><\/li>\n<li><a href=\"\/managed-model\/manage-risks\">Configure risk management<\/a><\/li>\n<li><a href=\"\/managed-model\/payouts\">Set up payouts<\/a><\/li>\n<li><a href=\"\/managed-model\/reports\">Implement reconciliation processes through reports<\/a><\/li>\n<\/ul>\n<h2>Step 5: Apply for your live account<\/h2>\n<p>After you have built and tested your integration in the test environment, you are ready to go live.<\/p>\n<p>Reach out to your Adyen contact to take your account live.<\/p>\n<h2>Step 6: Configure your live account<\/h2>\n<p>The setup and configuration from your test account is not ported over to your live Adyen for Platforms account. You need to replicate your test account setup in the live environment.<\/p>","url":"https:\/\/docs.adyen.com\/managed-model\/get-started","articleFields":{"description":"An overview of the steps from signing up for Adyen for Platforms' Managed model to going live.","feedback_component":true,"type":"page","_expandable":null,"operations":"","status":"current","parameters":{"directoryPath":"\/managed-model"}},"algolia":{"url":"https:\/\/docs.adyen.com\/managed-model\/get-started","title":"Get started","content":"Step 1: Get in touch with us\nContact us to register your interest in implementing our Adyen for Platforms' Managed model. We'll get in touch with you to learn about:\n\nYour business model.\nThe regions or countries in which your users are going to process payments.\n\nWe'll help you determine whether our current platform capabilities are a good fit for you.\nStep 2: Design your implementation\nYour Adyen contact will work with you to design your implementation. The design includes determining:\n\nThe setup of your business based on how your brand interacts with your users, their customers, and the card schemes, including whether you want your users to have access to Essentials.\nHow to onboard and collect data from your users, ensuring that your platform is able to collect the required information and accept document uploads.\nHow to pay out.\nHow to generate financial reports and reconcile balances.\n\nStep 3: Get your test accounts\nAfter you have designed your implementation, your Adyen contact will provide you with your Adyen test credentials.\nYour test credentials include:\n\nAPI credentials for the following:\n\n Legal Entity Management API&#58; You'll use this API to create and manage legal entities that contain the information required for verification checks.\n Management API&#58; You'll use this API to configure and manage your Adyen company and merchant accounts, stores, and payment terminals.\n Balance Control API&#58; You'll use this API to transfer funds between merchant accounts.\n Checkout API&#58; You'll use this API to process online payments for your users.\nTerminal API: You'll use this API to process in-person payments for your users.\n\nUsername and password to the following dashboards:\n\nThe Customer Area, a dashboard where you can view insights into all payment activities and configurations in your platform.\nThe Essentials, a dashboard where you or your users can view payments performance and perform day-to-day business activities.\n\n\nStep 4: Build your integration\nWhen you have your test accounts, start building your Adyen for Platforms Managed model:\n\nConfigure webhooks\nVerify and onboard your users\nConfigure merchant accounts\nIntegrate and set up payment processing\nConfigure risk management\nSet up payouts\nImplement reconciliation processes through reports\n\nStep 5: Apply for your live account\nAfter you have built and tested your integration in the test environment, you are ready to go live.\nReach out to your Adyen contact to take your account live.\nStep 6: Configure your live account\nThe setup and configuration from your test account is not ported over to your live Adyen for Platforms account. You need to replicate your test account setup in the live environment.","type":"page","locale":"en","boost":18,"hierarchy":{"lvl0":"Home","lvl1":"Adyen for Platforms - Managed model","lvl2":"Get started"},"hierarchy_url":{"lvl0":"https:\/\/docs.adyen.com\/","lvl1":"https:\/\/docs.adyen.com\/managed-model","lvl2":"\/managed-model\/get-started"},"levels":3,"category":"","category_color":"","tags":["started"]}}
