Integration checklist

Follow the checklist below to ensure you have a complete implementation into Adyen.

Create a test account

1. Create your account
   Follow the Get started with Adyen guide to create your test account.
2. 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.
3. Copy API credentials
   Access your test API credentials to start making test transactions.
4. 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.
5. 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.

1. Make an authorized payment
   Make a successful payment with any of our Online Payments integrations.
2. Handle errored or refused payments
   Make sure you can handle an errored or refused payments.
3. Refund and/or cancel a payment
   It is important to handle situations where you may need to refund or cancel your users transaction.
4. Create a token (optional)
   Tokenize payment details, and use them again for later transactions.
5. 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.

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.

1. Expose an endpoint to handle webhook events
   You need to expose an endpoint in your system to be able to receive our webhook events.
2. Configure the webhooks to send to your endpoint
   Login to your Customer Area in order to set the endpoint of your webhook handler.
3. Receive and accept a webhook event
   Successfully handle and process our different types of webhook eventCode.

Reports 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.

Going 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.