{"title":"Go-live checklist","category":"default","creationDate":1778252958,"content":"<p>The setup from your test environment is not copied over to your live environment, so you need to configure live settings for:<\/p>\n<ul>\n<li><a href=\"#account\">Account<\/a><\/li>\n<li><a href=\"#finance\">Finance<\/a><\/li>\n<li><a href=\"#risk\">Risk and compliance<\/a><\/li>\n<li><a href=\"#api-communication\">API communication<\/a><\/li>\n<li><a href=\"#webhooks\">Webhooks<\/a><\/li>\n<\/ul>\n<p>After you have configured your <a href=\"https:\/\/ca-live.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">live Customer Area<\/a> and the SAP back office, <a href=\"#end-to-end-testing\">test your integration by making real payments<\/a>.<\/p>\n<h2>Account<\/h2>\n<h3>Set up your live account structure<\/h3>\n<ul>\n<li><a href=\"\/account\/manage-account-structure#request-merchant-account\">Create additional merchant accounts<\/a> if needed for your business.<\/li>\n<\/ul>\n<h3>Give team members access to the live environment<\/h3>\n<ul>\n<li><a href=\"\/account\/users#create\">Create a separate user<\/a> for each team member who needs to access your <a href=\"https:\/\/ca-live.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">live Customer Area<\/a>.<\/li>\n<li>Give each user the <a href=\"\/account\/user-roles\">roles<\/a> and account access required to perform their tasks.<\/li>\n<li><a href=\"\/account\/notification-center\/#configure-notification-settings\">Set up Customer Area notifications<\/a> to be notified of important events such as chargebacks.<\/li>\n<li>Consider setting up <a href=\"\/account\/two-factor-authentication\">two-factor authentication<\/a> for increased security.<\/li>\n<\/ul>\n<h3>Set up payment methods<\/h3>\n<p>The add-on renders the payment methods based on what is enabled in your <a href=\"https:\/\/ca-live.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Customer Area<\/a>.<\/p>\n<ul>\n<li><a href=\"\/payment-methods\/add-payment-methods\">Add all the payment methods<\/a> that you want to offer to your shoppers.<\/li>\n<li>Check that the payment methods are rendered in the correct order in your checkout. You can change the order of local payment methods in your <a href=\"https:\/\/ca-live.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Customer Area<\/a> &gt; <strong>Settings<\/strong> &gt; <strong>Checkout settings<\/strong>.<\/li>\n<li>Make sure that payments appear correctly on the shopper's bank statement. To make any adjustments to the <strong>shopper statement<\/strong>, contact our <a href=\"https:\/\/ca-test.adyen.com\/ca\/ca\/contactUs\/support.shtml?form=other\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Support Team<\/a>.<\/li>\n<\/ul>\n<ul>\n<li>Make sure that the <a href=\"\/plugins\/hybris\/set-up-the-add-on#account-settings\">capture flow is configured correctly<\/a> in your <a href=\"https:\/\/ca-live.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">live Customer Area<\/a>, and in the SAP back office.\n<\/li>\n<\/ul>\n<h2>Finance<\/h2>\n<h3>Receive payouts from Adyen<\/h3>\n<ul>\n<li>\n<p><a href=\"\/account\/manage-payout-account-details\">Add information about the bank accounts<\/a> where you want to receive the payouts from Adyen, if you haven't done so <a href=\"\/get-started-with-adyen\/application-requirements#bank-statement\">as part of your application<\/a>.<\/p>\n<\/li>\n<li>\n<p><a href=\"\/account\/getting-paid#change-how-you-get-paid\">Review and change how you get paid<\/a>, if required.<\/p>\n<\/li>\n<\/ul>\n<h3>Use reports for reconciliation<\/h3>\n<ul>\n<li>Set up <a href=\"\/reporting\/automatically-get-reports\">automatic generation of reports<\/a>.<\/li>\n<li>Use the <a href=\"\/reporting\/settlement-detail-report\">Settlement details report<\/a> to reconcile your accounts on a transaction level.<\/li>\n<li>Consider <a href=\"\/reporting\/settlement-reconciliation\">automating your reconciliation process<\/a>.<\/li>\n<\/ul>\n<h3 id=\"reserve\">(Optional) Set up a Reserve<\/h3>\n<ul>\n<li>Consider setting up a <a href=\"\/account\/balances\/reserve\">Reserve<\/a>: this is used for refunds and other operational expenses in case of insufficient <a href=\"\/account\/balances\">in-process funds<\/a>.<\/li>\n<\/ul>\n<h2 id=\"risk\">Risk and compliance<\/h2>\n<div class=\"additional-info-block output-inline\">\n<h5 class=\"article__heading additional-info-block__title\">Risk webinar<\/h5><div class=\"additional-info-block__body\"><p>To learn more about risk management with Adyen, <a href=\"https:\/\/help.adyen.com\/academy\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">sign up for an upcoming webinar<\/a>.<\/p><\/div><\/div>\n\n<p>By default, your Adyen account has a risk profile based on industry standards.<\/p>\n<ul>\n<li>Review and <a href=\"\/risk-management\">customize<\/a> your risk profile.<\/li>\n<li><a href=\"\/account\/notification-center\/#configure-notification-settings\">Set up Customer Area notifications<\/a> about <a href=\"\/risk-management\/understanding-disputes\/dispute-process-and-flow#dispute-process\">Fraudulent Payments (NOF)<\/a> and <a href=\"\/risk-management\/understanding-disputes\/dispute-process-and-flow#dispute-process\">Chargebacks (NOC)<\/a>.<\/li>\n<li>Make sure that you know how risk rules are triggered, for example by making a payment where the billing address is different from the delivery address, or using different email addresses with the same IP address.<\/li>\n<\/ul>\n<h3>3D Secure<\/h3>\n<p>Note that for Visa and Mastercard, the enrollment for <a href=\"\/online-payments\/3d-secure\">3D Secure<\/a> can take up to seven days. This means that you might not be able to offer <a href=\"\/online-payments\/3d-secure\">3D Secure<\/a> to your shoppers immediately after your <a href=\"https:\/\/ca-live.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">live Customer Area<\/a> has been activated.<\/p>\n<\/li>\n<\/ul>\n<h3>Compliance<\/h3>\n<p>When using our  SAP Commerce add-on, you need to assess your PCI DSS compliance according to the <a href=\"\/development-resources\/pci-dss-compliance-guide?tab=client_side_encryption_3\">Self-Assessment Questionnaire A (SAQ A)<\/a>.<\/p>\n<h2>API communication<\/h2>\n<ul>\n<li>Set up <a href=\"\/plugins\/hybris\/set-up-the-add-on#api-settings\">API credentials<\/a> in your <a href=\"https:\/\/ca-live.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">live Customer Area<\/a>, and in the SAP back office.<\/li>\n<li>Make sure that your live API credentials have the following <a href=\"\/development-resources\/api-credentials#api-permissions\">permissions<\/a>:\n<ul>\n<li>Merchant PAL webservice role<\/li>\n<li>Merchant Recurring role<\/li>\n<li>Checkout webservice role<\/li>\n<li>Checkout encrypted cardholder data<\/li>\n<\/ul><\/li>\n<\/ul>\n<h2>Webhooks<\/h2>\n<ul>\n<li>\n<p><a href=\"\/plugins\/hybris\/set-up-the-add-on#server-notification-settings\">Configure server webhook settings<\/a> in your <a href=\"https:\/\/ca-live.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">live Customer Area<\/a>, and in the SAP back office.<\/p>\n<\/li>\n<li>\n<p>Check that you are receiving all <a href=\"\/development-resources\/webhooks\/webhook-types#event-codes\">webhook event types<\/a> needed for your integration.<\/p>\n<\/li>\n<li>\n<p>To <a href=\"\/development-resources\/webhooks\/troubleshoot#retry-queue\">prevent webhook events being queued<\/a>, make sure that you <a href=\"\/development-resources\/webhooks\/configure-and-manage#accept-webhooks\">accept all webhook events<\/a>.<\/p>\n<\/li>\n<li>\n<p>The add-on has a scheduled job that handles the webhook event. To test that this is working correctly:<\/p>\n<ol>\n<li>In your\u00a0<a href=\"https:\/\/ca-live.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Customer Area<\/a>, go to\u00a0<strong>Developers<\/strong>\u00a0&gt;\u00a0<strong>Webhooks<\/strong>.<\/li>\n<li>Next to\u00a0<strong>Standard Webhook<\/strong>, select the edit webhook icon <i class=\"adl-icon-edit\"><\/i>.<\/li>\n<li>Select <strong>Test Configuration<\/strong>.<\/li>\n<li>If you are on a <a href=\"\/account\/account-structure#company-account\">company account<\/a>, select a <strong>Merchant account<\/strong> from the dropdown list.<\/li>\n<li>In the <strong>Event<\/strong> dropdown list, select the <a href=\"\/development-resources\/webhooks\/webhook-types#event-codes\">event code<\/a>.<\/li>\n<\/ol>\n<\/li>\n<\/ul>\n<p>If the webhook is working correctly, you will see a <a href=\"https:\/\/developer.mozilla.org\/en-US\/docs\/Web\/HTTP\/Status#successful_responses\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">successful HTTP response status code<\/a>, for example <code>ResponseCode<\/code>: <strong>200<\/strong>.<\/p>\n<h2>End-to-end testing<\/h2>\n<p>To make sure your integration can handle the entire <a href=\"\/account\/payments-lifecycle\">payment lifecycle<\/a> with real payment details, you need to test possible scenarios with real payment details.<\/p>\n<div class=\"notices green\">\n<p>Payments with real details incur fees. To have enough funds available for refunds, consider setting up a <a href=\"#reserve\">Reserve<\/a>.<\/p>\n<\/div>\n<ul>\n<li>For each payment method that you offer, make a successful payment using real details.<\/li>\n<li>Make a payment with <code>resultCode<\/code>: <strong>Refused<\/strong>, for example by entering incorrect card details.<\/li>\n<li>Make a payment with <code>refusalReason<\/code>: <strong>FRAUD<\/strong>, by triggering multiple risk checks to achieve a risk score above <strong>100<\/strong>.\n<\/li>\n<li>Make a <a href=\"\/online-payments\/refund#refund-a-payment\">refund using our API<\/a>, including a <a href=\"\/online-payments\/refund#refund-a-payment\">partial refund<\/a>.\n<\/li>\n<\/ul>\n<h3>Capture<\/h3>\n<ul>\n<li>If using manual capture, <a href=\"\/account\/manage-payments#capture-a-payment\">capture a payment<\/a>.<\/li>\n<li>If using manual capture or a capture delay of 1-7 days, <a href=\"\/account\/manage-payments#cancel-a-payment\">cancel a payment<\/a> before it has been captured.<\/li>\n<li>If using multiple partial captures, <a href=\"\/account\/manage-payments#capture-a-payment\">capture part of the authorised amount<\/a>, and make sure that the remaining amount is not automatically cancelled.\n<\/li>\n<\/ul>\n<h3>3D Secure<\/h3>\n<ul>\n<li>Make a successful payment with 3D Secure authentication.<\/li>\n<li>Make a 3D Secure payment where the shopper fails to complete the challenge.\n<\/li>\n<\/ul>\n<h2>Next steps<\/h2>\n<p>Once you have completed the above checklist, you are ready to accept live payments!<\/p>\n<div class=\"next-steps\" id=\"next-steps\" >\n<a href=\"\/plugins\/release-notes\" class=\"next-steps__step\" style=\"width:45%;\" target=\"_self\"><p class=\"next-steps__body\"><div style=\"text-align: center;\"><h6 class=\"next-steps__title\">Keep your plugin up to date<\/h6><p>Follow our release notes, and subscribe to our releases on GitHub.<\/p><\/div><\/p><\/a><a href=\"\/account\" class=\"next-steps__step\" style=\"width:45%;\" target=\"_self\"><p class=\"next-steps__body\"><div style=\"text-align: center;\"><h6 class=\"next-steps__title\">Managing your live account<\/h6><p>Learn how to manage your Adyen account after your integration is live.<\/p><\/div><\/p><\/a><\/div>\n","url":"https:\/\/docs.adyen.com\/plugins\/hybris\/go-live-checklist","articleFields":{"description":"Follow this checklist before you start accepting live payments.","parameters":{"plugin_name":"SAP Commerce","plugin_bo":"SAP back office","plugin_type":"add-on","plugin_job":"scheduled job","plugin_url":"hybris"},"cache_enable":false,"last_edit_on":"19-10-2020 15:06"},"algolia":{"url":"https:\/\/docs.adyen.com\/plugins\/hybris\/go-live-checklist","title":"Go-live checklist","content":"The setup from your test environment is not copied over to your live environment, so you need to configure live settings for:\n\nAccount\nFinance\nRisk and compliance\nAPI communication\nWebhooks\n\nAfter you have configured your live Customer Area and the SAP back office, test your integration by making real payments.\nAccount\nSet up your live account structure\n\nCreate additional merchant accounts if needed for your business.\n\nGive team members access to the live environment\n\nCreate a separate user for each team member who needs to access your live Customer Area.\nGive each user the roles and account access required to perform their tasks.\nSet up Customer Area notifications to be notified of important events such as chargebacks.\nConsider setting up two-factor authentication for increased security.\n\nSet up payment methods\nThe add-on renders the payment methods based on what is enabled in your Customer Area.\n\nAdd all the payment methods that you want to offer to your shoppers.\nCheck that the payment methods are rendered in the correct order in your checkout. You can change the order of local payment methods in your Customer Area &gt; Settings &gt; Checkout settings.\nMake sure that payments appear correctly on the shopper's bank statement. To make any adjustments to the shopper statement, contact our Support Team.\n\n\nMake sure that the capture flow is configured correctly in your live Customer Area, and in the SAP back office.\n\n\nFinance\nReceive payouts from Adyen\n\n\nAdd information about the bank accounts where you want to receive the payouts from Adyen, if you haven't done so as part of your application.\n\n\nReview and change how you get paid, if required.\n\n\nUse reports for reconciliation\n\nSet up automatic generation of reports.\nUse the Settlement details report to reconcile your accounts on a transaction level.\nConsider automating your reconciliation process.\n\n(Optional) Set up a Reserve\n\nConsider setting up a Reserve: this is used for refunds and other operational expenses in case of insufficient in-process funds.\n\nRisk and compliance\n\nRisk webinarTo learn more about risk management with Adyen, sign up for an upcoming webinar.\n\nBy default, your Adyen account has a risk profile based on industry standards.\n\nReview and customize your risk profile.\nSet up Customer Area notifications about Fraudulent Payments (NOF) and Chargebacks (NOC).\nMake sure that you know how risk rules are triggered, for example by making a payment where the billing address is different from the delivery address, or using different email addresses with the same IP address.\n\n3D Secure\nNote that for Visa and Mastercard, the enrollment for 3D Secure can take up to seven days. This means that you might not be able to offer 3D Secure to your shoppers immediately after your live Customer Area has been activated.\n\n\nCompliance\nWhen using our  SAP Commerce add-on, you need to assess your PCI DSS compliance according to the Self-Assessment Questionnaire A (SAQ A).\nAPI communication\n\nSet up API credentials in your live Customer Area, and in the SAP back office.\nMake sure that your live API credentials have the following permissions:\n\nMerchant PAL webservice role\nMerchant Recurring role\nCheckout webservice role\nCheckout encrypted cardholder data\n\n\nWebhooks\n\n\nConfigure server webhook settings in your live Customer Area, and in the SAP back office.\n\n\nCheck that you are receiving all webhook event types needed for your integration.\n\n\nTo prevent webhook events being queued, make sure that you accept all webhook events.\n\n\nThe add-on has a scheduled job that handles the webhook event. To test that this is working correctly:\n\nIn your\u00a0Customer Area, go to\u00a0Developers\u00a0&gt;\u00a0Webhooks.\nNext to\u00a0Standard Webhook, select the edit webhook icon .\nSelect Test Configuration.\nIf you are on a company account, select a Merchant account from the dropdown list.\nIn the Event dropdown list, select the event code.\n\n\n\nIf the webhook is working correctly, you will see a successful HTTP response status code, for example ResponseCode: 200.\nEnd-to-end testing\nTo make sure your integration can handle the entire payment lifecycle with real payment details, you need to test possible scenarios with real payment details.\n\nPayments with real details incur fees. To have enough funds available for refunds, consider setting up a Reserve.\n\n\nFor each payment method that you offer, make a successful payment using real details.\nMake a payment with resultCode: Refused, for example by entering incorrect card details.\nMake a payment with refusalReason: FRAUD, by triggering multiple risk checks to achieve a risk score above 100.\n\nMake a refund using our API, including a partial refund.\n\n\nCapture\n\nIf using manual capture, capture a payment.\nIf using manual capture or a capture delay of 1-7 days, cancel a payment before it has been captured.\nIf using multiple partial captures, capture part of the authorised amount, and make sure that the remaining amount is not automatically cancelled.\n\n\n3D Secure\n\nMake a successful payment with 3D Secure authentication.\nMake a 3D Secure payment where the shopper fails to complete the challenge.\n\n\nNext steps\nOnce you have completed the above checklist, you are ready to accept live payments!\n\nKeep your plugin up to dateFollow our release notes, and subscribe to our releases on GitHub.Managing your live accountLearn how to manage your Adyen account after your integration is live.\n","type":"page","locale":"en","boost":17,"hierarchy":{"lvl0":"Home","lvl1":"Plugins","lvl2":"SAP Commerce (Hybris)","lvl3":"Go-live checklist"},"hierarchy_url":{"lvl0":"https:\/\/docs.adyen.com\/","lvl1":"https:\/\/docs.adyen.com\/plugins","lvl2":"https:\/\/docs.adyen.com\/plugins\/hybris","lvl3":"\/plugins\/hybris\/go-live-checklist"},"levels":4,"category":"Plugins","category_color":"green","tags":["Go-live","checklist"]}}