Integration checklist

Follow the checklist below to ensure you have a complete online payments integration with Adyen.

Set up your test account

1. Create your account
   Follow the Get started with Adyen guide to create your test account.
2. Determine testing account structure
   With Adyen, you have a single company account, and one or more sub-accounts called merchant accounts. Determine an initial structure for testing that will best represent what you will do once you are processing live. You will have another opportunity when going live to finalize your account structure.
3. Create a user for yourself and your team members
   You receive an admin user account for yourself when signing up. Create additional users for your team members as needed.
4. Get API credentials
   Get your test API key and client key, which you'll need when building your integration.
5. Add payment methods
   Add the payment methods you want to accept with your integration.

Build your integration

The core of your Adyen integration is being able to accept payments and handle their subsequent states.

1. Build your integration
   Follow the Build your integration guide to integrate payments in your project. We offer solutions for web, mobile devices, and cross-platform.
2. Set up webhooks
   Adyen uses webhooks to inform your system on payment statuses, results of actions such as refunds, receiving the payment result of some local payment methods, and other events.
3. Handle errors and refused payments
   Make sure your integration can handle errors or refused payments.
4. Modify payments
   Handle situations where you may need to modify payments, for example, when refunding or canceling a shopper's transaction.
5. Add 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.

Reporting and reconciliation

Understanding and parsing our reports is crucial for reconciliation.

1. Download the Settlement details report automatically
   The Settlement details report is the main reconciliation report and is generated for each payout we make to you.
2. Build out reconciliation process
   We provide guidance on how to get reports automatically and do settlement reconciliation.

Go live

To accept payments from your shoppers, you need to apply for a live account. Review the process to start accepting payments on Get started with Adyen.

If your application for a live account is approved, follow our go-live checklist to start accepting live payments.