For older versions of the Adyen Payments Cartridge, see our older documentation. You can also learn more about how to migrate to Adyen Payments Cartridge version 20.1.0.
The setup from your test environment is not copied over to your live environment, so you need to configure live settings for:
Set up your live account structure
- Create additional merchant accounts if needed for your business.
Give team members access to the live environment
- Create a separate user for each team member who needs to access your live Customer Area.
- Make sure that each user has the roles and account access required to perform their tasks.
- Set up system messages to be notified of important events such as chargebacks.
- For increased account security, consider setting up two-factor authentication.
Set up payment methods
The cartridge renders the payment methods based on what is enabled in your Customer Area.
- Make sure you've added all the payment methods that you want to offer to your shoppers.
- Check that the countries and currencies are configured correctly for each payment method. To change these settings, contact our Support Team.
- 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 Customer Area > Account > Checkout.
- Make sure that payments appear correctly on the shopper's bank statement. To make any adjustments to the shopper statement, contact our Support Team.
Receive payouts from Adyen
- If you haven't done so yet, add information about the bank accounts where you want to receive the payouts from Adyen.
- Review and change how you get paid, if required.
Use reports for reconciliation
- Set up automatic generation of reports.
- Use the Settlement details report to reconcile your accounts on a transaction level.
- Consider automating your reconciliation process.
Set up a Reserve
- Consider setting up a Reserve: this is used refunds and other operational expenses in case of insufficient in-process funds.
- To make sure there's always enough balance available on your account for refunds, you can also set up auto-funding.
Risk and compliance
By default, your Adyen account has a risk profile based on industry standards.
- Review your risk profile, and customize as needed.
- Set up receiving system messages about Fraudulent Payments (NOF) and Chargebacks (NOC).
- 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.
Note 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.
- Make sure that you have enabled 3D Secure 2 in the Business Manager.
- Configure your own rules for Dynamic 3D Secure, to have more control over which transactions are processed with 3D Secure.
- If you have merchant accounts in the United States, contact our Support Team to enable 3D Secure on US acquirer accounts.
- If you are doing zero-auth transactions, contact our Support Team to enable 3D Secure for zero-auth transactions.
When using our Salesforce Commerce Cloud cartridge, you need to assess your PCI DSS compliance according to the Self-Assessment Questionnaire A (SAQ A).
- Generate an API key in your live Customer Area, and copy it over to the Business Manager.
- Check that your live API credentials have the following roles:
- Merchant Recurring role
- Checkout webservice role
- Checkout encrypted cardholder data
- If accepting donations, enable receiving the Variant in the API response.
- Make sure that you're receiving all notification types needed for your integration.
- Make sure that you acknowledge any notification type with an
[accepted]response, to prevent notifications being queued.
- The cartridge has a scheduled job that handles the notifications. To test that this is working correctly:
- In your Customer Area, go to Account > Server Communication.
- Next to Standard Notification, select Edit & Test.
- Check whether the endpoint responds with a 200.
To make sure your integration can handle the entire payment lifecycle with real payment details. We recommend testing the following scenarios:
- For each payment method that you offer, make a successful payment using real details.
- Make a payment with
resultCode: Refused, for example by entering incorrect card details.
- Make a payment with
refusalReason: FRAUD, by triggering multiple risk checks to achieve a risk score above 100.
- Make a refund using our API, including a partial refund.
Test the following scenarios:
- Make a successful payment with 3D Secure authentication.
- Make a 3D Secure payment where the shopper fails to complete the challenge.
- Make sure that 3D Secure is triggered correctly according to your risk settings (Dynamic 3D Secure and your risk profile).
Once you've completed the above checklist, you're ready to accept live payments!