{"title":"Terminal API integration checklist","category":"default","creationDate":1779620071,"content":"<div class=\"additional-info-block output-inline\">\n<h5 class=\"article__heading additional-info-block__title\">Support<\/h5><div class=\"additional-info-block__body\"><p>Articles, FAQs, and getting support: <a href=\"https:\/\/help.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Adyen Help<\/a><\/p><\/div><\/div>\n\n<p>A Terminal API integration with Adyen-provided payment terminals lets you start payments from your POS app on a terminal and process these payments through Adyen.<\/p>\n<p>Here we describe how you can build such an integration in a test environment before going live.<\/p>\n<h2>Requirements<\/h2>\n<p>Before you begin, take into account the following information.<\/p>\n<table>\n<thead>\n<tr>\n<th style=\"text-align: left;\">Requirement<\/th>\n<th style=\"text-align: left;\">Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td style=\"text-align: left;\"><strong>Integration type<\/strong><\/td>\n<td style=\"text-align: left;\">The information on this page is relevant for building a point-of-sale integration with the Adyen Terminal API and Adyen-provided payment terminals.<\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: left;\"><strong>Setup steps<\/strong><\/td>\n<td style=\"text-align: left;\">Before you begin: <ul><li markdown=\"1\"><a href=\"https:\/\/www.adyen.com\/signup\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Sign up for a test account<\/a>.<\/li><li markdown=\"1\">Make sure that you have read <a href=\"\/get-started-with-adyen\">Get started with Adyen<\/a>.<\/li><\/ul><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2>1. Set up your Adyen test account<\/h2>\n<p>After signing up for an Adyen test account, you have access to your <a href=\"https:\/\/ca-test.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">test Customer Area<\/a> where you can set up a structure for your Adyen account. What structure is best for you comes down to your business needs.<\/p>\n<p>You need to set up your account structure again when you go live, but the basic structure for the test environment should reflect the structure that you plan to have for your live environment.<\/p>\n<ol>\n<li>\n<p>Determine the structure of your Adyen account, based on our documentation about the company account, merchant accounts, and stores.<\/p>\n<\/li>\n<li>\n<p>Request the merchant accounts that you need. Provide as many details as possible and ensure you submit the correct documents and links. This will make the application process smoother and faster.<\/p>\n<\/li>\n<li>\n<p>If you require stores in your account structure, wait for confirmation that your merchant accounts are created and then submit your store request form.<\/p>\n<\/li>\n<\/ol>\n<div class=\"next-steps\" id=\"next-steps\" >\n<a href=\"\/point-of-sale\/design-your-integration\/determine-account-structure\" class=\"next-steps__step\" style=\"width:29%;\" target=\"_self\"><p class=\"next-steps__body\"><div style=\"text-align: center;\"><h6 class=\"next-steps__title\">Determine account structure<\/h6><p>Learn about the company account, merchant accounts, and stores.<\/p><\/div><\/p><\/a><a href=\"\/point-of-sale\/design-your-integration\/determine-account-structure#request-merchant-accounts\" class=\"next-steps__step\" style=\"width:29%;\" target=\"_self\"><p class=\"next-steps__body\"><div style=\"text-align: center;\"><h6 class=\"next-steps__title\">Create merchant accounts<\/h6><p>Add one or more merchant accounts.<\/p><\/div><\/p><\/a><a href=\"\/point-of-sale\/design-your-integration\/determine-account-structure#create-stores\" class=\"next-steps__step\" style=\"width:29%;\" target=\"_self\"><p class=\"next-steps__body\"><div style=\"text-align: center;\"><h6 class=\"next-steps__title\">Create stores<\/h6><p>Optional. Add stores to your merchant accounts.<\/p><\/div><\/p><\/a><\/div>\n\n<h2>2. Scope your integration<\/h2>\n<p>The next step is to determine the scope of your integration.<\/p>\n<div class=\"sc-notice info\"><div>\n<p>This may also be a good time to learn about our <a href=\"\/point-of-sale\/design-your-integration\/terminal-api\">Terminal API<\/a> and the <a href=\"\/account\/payments-lifecycle\">payments lifecycle<\/a>.<\/p>\n<\/div><\/div>\n<ol>\n<li>\n<p>Choose your integration architecture:<\/p>\n<ul>\n<li>\n<p>With a Terminal API integration using <strong>local communication<\/strong> your POS app communicates directly with the payment terminal over your local network.<\/p>\n<\/li>\n<li>\n<p>With a Terminal API integration using <strong>cloud communication<\/strong> your POS app communicates with the payment terminal through the Adyen payments platform.<\/p>\n<div class=\"notices red\">\n<p>Always consult Adyen before building a cloud integration.<\/p>\n<\/div>\n<\/li>\n<li>\n<p>If you do not need a fully-featured POS system, you can use our <a href=\"\/point-of-sale\/standalone\">Standalone solution<\/a> instead. With this, you can accept payment directly from a terminal, without any development or integration work. Refer to the <a href=\"\/point-of-sale\/standalone\/standalone-build\/standalone-checklist\">Standalone integration checklist<\/a>.<\/p>\n<\/li>\n<li>\n<p>With our <a href=\"\/point-of-sale\/ipp-mobile\">Mobile solutions<\/a> you start transactions from a mobile device that has our POS Mobile SDK added to your POS app. For this option, you must set up a <a href=\"\/point-of-sale\/design-your-integration\/terminal-api#api-structure\">Terminal API<\/a> integration and add the SDK depending on your Mobile solution.<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li>\n<p>Have a look at the <a href=\"\/point-of-sale\/design-your-integration\/determine-account-structure\/configure-features\">overview of payment features<\/a> and follow the links in that overview to understand the features that you want to support. For example, additional payment methods, delayed capture, offline processing, tipping, and much more.<\/p>\n<\/li>\n<li>\n<p>Determine your PCI security needs. By default, we protect payment messages with our End-to-End Encryption (E2EE) solution, but we also offer Point-to-Point Encryption (P2PE). Both are equally secure. If you require P2PE, you have to inform us because we then need to provide different software on your payment terminals.<\/p>\n<\/li>\n<\/ol>\n<div class=\"next-steps\" id=\"next-steps\" >\n<a href=\"\/point-of-sale\/design-your-integration\/choose-your-architecture\" class=\"next-steps__step\" style=\"width:29%;\" target=\"_self\"><p class=\"next-steps__body\"><div style=\"text-align: center;\"><h6 class=\"next-steps__title\">Integration architecture<\/h6><p>Choose between a local or cloud architecture.<\/p><\/div><\/p><\/a><a href=\"\/point-of-sale\/design-your-integration\/determine-account-structure\/configure-features\" class=\"next-steps__step\" style=\"width:29%;\" target=\"_self\"><p class=\"next-steps__body\"><div style=\"text-align: center;\"><h6 class=\"next-steps__title\">Payment features<\/h6><p>Choose payment features beyond the basic operations.<\/p><\/div><\/p><\/a><a href=\"\/development-resources\/e2ee-p2pe-comparison\" class=\"next-steps__step\" style=\"width:29%;\" target=\"_self\"><p class=\"next-steps__body\"><div style=\"text-align: center;\"><h6 class=\"next-steps__title\">Encryption needs<\/h6><p>Choose the default E2EE encryption or P2PE encryption.<\/p><\/div><\/p><\/a><\/div>\n\n<h2>3. Order test payment terminals<\/h2>\n<p>Now let's focus on the devices for processing payments. These devices are sometimes referred to as pin entry devices (PED) or points of interaction (POI), but we call them terminals.<\/p>\n<ol>\n<li>\n<p>Choose the terminals that you want to use. Adyen has a wide range of terminal models for different business needs.<\/p>\n<\/li>\n<li>\n<p>When you know what terminals you want, it is time to order a test card and one or more terminals for testing.<\/p>\n<\/li>\n<\/ol>\n<p>It will take at least four business days before your terminals arrive.<\/p>\n<div class=\"next-steps\" id=\"next-steps\" >\n<a href=\"\/point-of-sale\/what-we-support\/select-your-terminals\" class=\"next-steps__step\" style=\"width:45%;\" target=\"_self\"><p class=\"next-steps__body\"><div style=\"text-align: center;\"><h6 class=\"next-steps__title\">Select terminals<\/h6><p>Choose one or more terminal models.<\/p><\/div><\/p><\/a><a href=\"\/point-of-sale\/managing-terminals\/order-terminals#sales-order-steps\" class=\"next-steps__step\" style=\"width:45%;\" target=\"_self\"><p class=\"next-steps__body\"><div style=\"text-align: center;\"><h6 class=\"next-steps__title\">Order terminals<\/h6><p>Order one or more test terminals and a test card.<\/p><\/div><\/p><\/a><\/div>\n\n<h2>4. Prepare your terminals<\/h2>\n<p>Before you can use your terminals, you need to configure them in your <a href=\"https:\/\/ca-test.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">test Customer Area<\/a>. You can do this at different levels: company account level, merchant account level, store level, and terminal level. Settings at the company level apply to all terminals under the company. Settings at the merchant account level override settings inherited from the company level, and so on.<\/p>\n<ol>\n<li>\n<p>For an integrated solution, enable Terminal API for your terminals.<\/p>\n<\/li>\n<li>\n<p>Add payment methods and configure the terminal settings and payment features that are in the scope you decided on. 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> will help you with any features that you cannot fully configure yourself.<\/p>\n<\/li>\n<li>\n<p>Assign the test terminals to a store. This makes it easier to start using terminals when you receive them. You can assign terminals from your Customer Area or using our Terminal Management API.<\/p>\n<\/li>\n<\/ol>\n<div class=\"next-steps\" id=\"next-steps\" >\n<a href=\"\/point-of-sale\/design-your-integration\/terminal-api#enable-terminal-api\" class=\"next-steps__step\" style=\"width:29%;\" target=\"_self\"><p class=\"next-steps__body\"><div style=\"text-align: center;\"><h6 class=\"next-steps__title\">Enable Terminal API<\/h6><p>Make your terminals ready to use the Adyen Terminal API.<\/p><\/div><\/p><\/a><a href=\"\/point-of-sale\/design-your-integration\/determine-account-structure\/configure-features\" class=\"next-steps__step\" style=\"width:29%;\" target=\"_self\"><p class=\"next-steps__body\"><div style=\"text-align: center;\"><h6 class=\"next-steps__title\">Configure features<\/h6><p>Add branding and set up payment features.<\/p><\/div><\/p><\/a><a href=\"\/point-of-sale\/managing-terminals\/assign-terminals\" class=\"next-steps__step\" style=\"width:29%;\" target=\"_self\"><p class=\"next-steps__body\"><div style=\"text-align: center;\"><h6 class=\"next-steps__title\">Assign terminals<\/h6><p>Prepare your terminals for quicker boarding.<\/p><\/div><\/p><\/a><\/div>\n\n<h2>5. Set up your integration<\/h2>\n<p>Now you can build out your integration.<\/p>\n<ol>\n<li>\n<p>Optional. Add team members and API credentials to your account. <a id=\"add-users\"><\/a><\/p>\n<ul>\n<li>You can create additional Customer Area users for your team members.<\/li>\n<li>With your test account you have a default API credential that we use for flows that require authentication, such as processing payments and ordering payment terminals.<br \/>\nWhen you go live, you'll want to create an API credential in addition to the default one, or create separate API credentials for point of sale and ecommerce. It is good practice (though not required) to do the same on your test account.<\/li>\n<\/ul>\n<div class=\"next-steps\" id=\"next-steps\" >\n<a href=\"\/account\/users\" class=\"next-steps__step\" style=\"width:45%;\" target=\"_self\"><p class=\"next-steps__body\"><div style=\"text-align: center;\"><h6 class=\"next-steps__title\">Add Customer Area users<\/h6><p>Optional. Give team members access to the Customer Area.<\/p><\/div><\/p><\/a><a href=\"\/development-resources\/api-credentials#new-credential\" class=\"next-steps__step\" style=\"width:45%;\" target=\"_self\"><p class=\"next-steps__body\"><div style=\"text-align: center;\"><h6 class=\"next-steps__title\">Create API credentials<\/h6><p>Optional. Add an API credential to each merchant account.<\/p><\/div><\/p><\/a><\/div>\n\n<\/li>\n<li>\n<p>If you chose Terminal API integration, set up either a <strong>local integration<\/strong> or a <strong>cloud integration<\/strong>. You also need to make sure you use the correct IP addresses or endpoints and proper authentication. For example, for a cloud integration you need to get an API key.<br \/>\nWhile doing this, make sure you implement our network recommendations.<\/p>\n<div class=\"next-steps\" id=\"next-steps\" >\n<a href=\"\/point-of-sale\/design-your-integration\/choose-your-architecture\/local\" class=\"next-steps__step\" style=\"width:45%;\" target=\"_self\"><p class=\"next-steps__body\"><div style=\"text-align: center;\"><h6 class=\"next-steps__title\">Local integration?<\/h6><p>Configure your network and protect your requests.<\/p><\/div><\/p><\/a><a href=\"\/point-of-sale\/design-your-integration\/choose-your-architecture\/cloud\" class=\"next-steps__step\" style=\"width:45%;\" target=\"_self\"><p class=\"next-steps__body\"><div style=\"text-align: center;\"><h6 class=\"next-steps__title\">Cloud integration?<\/h6><p>Configure your network for cloud communication.<\/p><\/div><\/p><\/a><a href=\"\/point-of-sale\/design-your-integration\/terminal-api#endpoints\" class=\"next-steps__step\" style=\"width:45%;\" target=\"_self\"><p class=\"next-steps__body\"><div style=\"text-align: center;\"><h6 class=\"next-steps__title\">Authentication<\/h6><p>Learn about IP addresses, endpoints, and authentication.<\/p><\/div><\/p><\/a><a href=\"\/point-of-sale\/design-your-integration\/network-and-connectivity\/network-configuration\" class=\"next-steps__step\" style=\"width:45%;\" target=\"_self\"><p class=\"next-steps__body\"><div style=\"text-align: center;\"><h6 class=\"next-steps__title\">Network recommendations<\/h6><p>Tips for network configuration and connectivity.<\/p><\/div><\/p><\/a><\/div>\n\n<\/li>\n<li>\n<p>When you receive the test terminals, follow the steps in the manual for the terminal model to get the terminals up and running. The steps are to:<\/p>\n<ul>\n<li>Inspect the terminal, to verify it has not been tampered with.<\/li>\n<li>Insert the receipt paper roll.<\/li>\n<li>Turn on the terminal.<\/li>\n<li>Connect the terminal to your network.<\/li>\n<li>Board the terminal.<\/li>\n<li>Test the connection with the Adyen payments platform.<\/li>\n<\/ul>\n<div class=\"next-steps\" id=\"next-steps\" style=display:block;>\n<a href=\"\/point-of-sale\/user-manuals\" class=\"next-steps__step\" style=\"width:45%;\" target=\"_self\"><p class=\"next-steps__body\"><div style=\"text-align: center;\"><h6 class=\"next-steps__title\">Get terminals up and ready<\/h6><p>Connect and board the terminals when you receive them.<\/p><\/div><\/p><\/a><\/div>\n\n<\/li>\n<\/ol>\n<h2>6. Test your integration<\/h2>\n<p>Now it is time to thoroughly test all aspects of your integration, from making a payment to reconciliation.<\/p>\n<ol>\n<li>\n<p>Make various types of test transactions.<\/p>\n<ul>\n<li>\n<p>Make payments:<\/p>\n<ul>\n<li><a href=\"\/point-of-sale\/basic-tapi-integration\/make-a-payment\">Test the happy flow<\/a> by making payments with your test terminals and test card.<\/li>\n<li><a href=\"\/point-of-sale\/basic-tapi-integration\/verify-transaction-status\">Test non-happy flows<\/a> such as time-outs and connection problems.<\/li>\n<li><a href=\"\/point-of-sale\/testing-pos-payments\">Simulate various acquirer responses<\/a> to test your handling of declined transactions.<\/li>\n<li>\n<p><a href=\"\/point-of-sale\/testing-pos-payments\">Test different card types and Cardholder Verification Methods (CVM)<\/a>.<\/p>\n<!-- list separator -->\n<\/li>\n<\/ul>\n<\/li>\n<li>\n<p><a href=\"\/point-of-sale\/basic-tapi-integration\/cancel-a-transaction\">Cancel payments<\/a>, both from your POS app and from the terminal.<\/p>\n<\/li>\n<li>\n<p><a href=\"\/point-of-sale\/basic-tapi-integration\/refund-payment\">Refund payments<\/a>, both with and without reference to an original transaction.<\/p>\n<\/li>\n<li>\n<p>Test the payment methods and features that you added to your integration.<\/p>\n<!-- list separator -->\n<\/li>\n<\/ul>\n<\/li>\n<li>\n<p>Learn how to handle failed payments and other error conditions, and how to solve issues with your terminals.<\/p>\n<div class=\"next-steps\" id=\"next-steps\" >\n<a href=\"\/point-of-sale\/error-scenarios\" class=\"next-steps__step\" style=\"width:45%;\" target=\"_self\"><p class=\"next-steps__body\"><div style=\"text-align: center;\"><h6 class=\"next-steps__title\">Handle responses<\/h6><p>Learn about error conditions and when to retry failed payments.<\/p><\/div><\/p><\/a><a href=\"\/point-of-sale\/pos-troubleshooting\" class=\"next-steps__step\" style=\"width:45%;\" target=\"_self\"><p class=\"next-steps__body\"><div style=\"text-align: center;\"><h6 class=\"next-steps__title\">Troubleshooting terminals<\/h6><p>Learn how to solve issues with your terminals.<\/p><\/div><\/p><\/a><\/div>\n\n<\/li>\n<li>\n<p>Make sure that your reconciliation is working.<\/p>\n<ul>\n<li>Download the Settlement details report automatically.<\/li>\n<li>Learn how to do settlement reconciliation.<\/li>\n<li>If you are using Store IDs or currency conversion (DCC), ask 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> to add these fields to your reports.<\/li>\n<\/ul>\n<div class=\"next-steps\" id=\"next-steps\" >\n<a href=\"\/reporting\/settlement-detail-report\" class=\"next-steps__step\" style=\"width:45%;\" target=\"_self\"><p class=\"next-steps__body\"><div style=\"text-align: center;\"><h6 class=\"next-steps__title\">Settlement details<\/h6><p>Download this report automatically.<\/p><\/div><\/p><\/a><a href=\"\/reporting\/settlement-reconciliation\" class=\"next-steps__step\" style=\"width:45%;\" target=\"_self\"><p class=\"next-steps__body\"><div style=\"text-align: center;\"><h6 class=\"next-steps__title\">Settlement reconciliation<\/h6><p>Learn how to do settlement reconciliation.<\/p><\/div><\/p><\/a><\/div>\n\n<\/li>\n<\/ol>\n<h2>Going live<\/h2>\n<p>When you have finished testing, you first have to apply for a live account and sign the contract before you can take your integration live.<\/p>\n<div class=\"next-steps\" id=\"next-steps\" style=display:block;>\n<a href=\"\/get-started-with-adyen#apply-for-your-live-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\">Go live with Adyen<\/h6><p>Apply for a live account and sign the contract.<\/p><\/div><\/p><\/a><\/div>\n","url":"https:\/\/docs.adyen.com\/point-of-sale\/get-started\/tapi-checklist","articleFields":{"description":"Checklist for building a point-of-sale integration with the Adyen Terminal API and Adyen payment terminals.","last_edit_on":"25-09-2020 16:54"},"algolia":{"url":"https:\/\/docs.adyen.com\/point-of-sale\/get-started\/tapi-checklist","title":"Terminal API integration checklist","content":"\nSupportArticles, FAQs, and getting support: Adyen Help\n\nA Terminal API integration with Adyen-provided payment terminals lets you start payments from your POS app on a terminal and process these payments through Adyen.\nHere we describe how you can build such an integration in a test environment before going live.\nRequirements\nBefore you begin, take into account the following information.\n\n\n\nRequirement\nDescription\n\n\n\n\nIntegration type\nThe information on this page is relevant for building a point-of-sale integration with the Adyen Terminal API and Adyen-provided payment terminals.\n\n\nSetup steps\nBefore you begin: Sign up for a test account.Make sure that you have read Get started with Adyen.\n\n\n\n1. Set up your Adyen test account\nAfter signing up for an Adyen test account, you have access to your test Customer Area where you can set up a structure for your Adyen account. What structure is best for you comes down to your business needs.\nYou need to set up your account structure again when you go live, but the basic structure for the test environment should reflect the structure that you plan to have for your live environment.\n\n\nDetermine the structure of your Adyen account, based on our documentation about the company account, merchant accounts, and stores.\n\n\nRequest the merchant accounts that you need. Provide as many details as possible and ensure you submit the correct documents and links. This will make the application process smoother and faster.\n\n\nIf you require stores in your account structure, wait for confirmation that your merchant accounts are created and then submit your store request form.\n\n\n\nDetermine account structureLearn about the company account, merchant accounts, and stores.Create merchant accountsAdd one or more merchant accounts.Create storesOptional. Add stores to your merchant accounts.\n\n2. Scope your integration\nThe next step is to determine the scope of your integration.\n\nThis may also be a good time to learn about our Terminal API and the payments lifecycle.\n\n\n\nChoose your integration architecture:\n\n\nWith a Terminal API integration using local communication your POS app communicates directly with the payment terminal over your local network.\n\n\nWith a Terminal API integration using cloud communication your POS app communicates with the payment terminal through the Adyen payments platform.\n\nAlways consult Adyen before building a cloud integration.\n\n\n\nIf you do not need a fully-featured POS system, you can use our Standalone solution instead. With this, you can accept payment directly from a terminal, without any development or integration work. Refer to the Standalone integration checklist.\n\n\nWith our Mobile solutions you start transactions from a mobile device that has our POS Mobile SDK added to your POS app. For this option, you must set up a Terminal API integration and add the SDK depending on your Mobile solution.\n\n\n\n\nHave a look at the overview of payment features and follow the links in that overview to understand the features that you want to support. For example, additional payment methods, delayed capture, offline processing, tipping, and much more.\n\n\nDetermine your PCI security needs. By default, we protect payment messages with our End-to-End Encryption (E2EE) solution, but we also offer Point-to-Point Encryption (P2PE). Both are equally secure. If you require P2PE, you have to inform us because we then need to provide different software on your payment terminals.\n\n\n\nIntegration architectureChoose between a local or cloud architecture.Payment featuresChoose payment features beyond the basic operations.Encryption needsChoose the default E2EE encryption or P2PE encryption.\n\n3. Order test payment terminals\nNow let's focus on the devices for processing payments. These devices are sometimes referred to as pin entry devices (PED) or points of interaction (POI), but we call them terminals.\n\n\nChoose the terminals that you want to use. Adyen has a wide range of terminal models for different business needs.\n\n\nWhen you know what terminals you want, it is time to order a test card and one or more terminals for testing.\n\n\nIt will take at least four business days before your terminals arrive.\n\nSelect terminalsChoose one or more terminal models.Order terminalsOrder one or more test terminals and a test card.\n\n4. Prepare your terminals\nBefore you can use your terminals, you need to configure them in your test Customer Area. You can do this at different levels: company account level, merchant account level, store level, and terminal level. Settings at the company level apply to all terminals under the company. Settings at the merchant account level override settings inherited from the company level, and so on.\n\n\nFor an integrated solution, enable Terminal API for your terminals.\n\n\nAdd payment methods and configure the terminal settings and payment features that are in the scope you decided on. Our Support Team will help you with any features that you cannot fully configure yourself.\n\n\nAssign the test terminals to a store. This makes it easier to start using terminals when you receive them. You can assign terminals from your Customer Area or using our Terminal Management API.\n\n\n\nEnable Terminal APIMake your terminals ready to use the Adyen Terminal API.Configure featuresAdd branding and set up payment features.Assign terminalsPrepare your terminals for quicker boarding.\n\n5. Set up your integration\nNow you can build out your integration.\n\n\nOptional. Add team members and API credentials to your account. \n\nYou can create additional Customer Area users for your team members.\nWith your test account you have a default API credential that we use for flows that require authentication, such as processing payments and ordering payment terminals.\nWhen you go live, you'll want to create an API credential in addition to the default one, or create separate API credentials for point of sale and ecommerce. It is good practice (though not required) to do the same on your test account.\n\n\nAdd Customer Area usersOptional. Give team members access to the Customer Area.Create API credentialsOptional. Add an API credential to each merchant account.\n\n\n\nIf you chose Terminal API integration, set up either a local integration or a cloud integration. You also need to make sure you use the correct IP addresses or endpoints and proper authentication. For example, for a cloud integration you need to get an API key.\nWhile doing this, make sure you implement our network recommendations.\n\nLocal integration?Configure your network and protect your requests.Cloud integration?Configure your network for cloud communication.AuthenticationLearn about IP addresses, endpoints, and authentication.Network recommendationsTips for network configuration and connectivity.\n\n\n\nWhen you receive the test terminals, follow the steps in the manual for the terminal model to get the terminals up and running. The steps are to:\n\nInspect the terminal, to verify it has not been tampered with.\nInsert the receipt paper roll.\nTurn on the terminal.\nConnect the terminal to your network.\nBoard the terminal.\nTest the connection with the Adyen payments platform.\n\n\nGet terminals up and readyConnect and board the terminals when you receive them.\n\n\n\n6. Test your integration\nNow it is time to thoroughly test all aspects of your integration, from making a payment to reconciliation.\n\n\nMake various types of test transactions.\n\n\nMake payments:\n\nTest the happy flow by making payments with your test terminals and test card.\nTest non-happy flows such as time-outs and connection problems.\nSimulate various acquirer responses to test your handling of declined transactions.\n\nTest different card types and Cardholder Verification Methods (CVM).\n\n\n\n\n\nCancel payments, both from your POS app and from the terminal.\n\n\nRefund payments, both with and without reference to an original transaction.\n\n\nTest the payment methods and features that you added to your integration.\n\n\n\n\n\nLearn how to handle failed payments and other error conditions, and how to solve issues with your terminals.\n\nHandle responsesLearn about error conditions and when to retry failed payments.Troubleshooting terminalsLearn how to solve issues with your terminals.\n\n\n\nMake sure that your reconciliation is working.\n\nDownload the Settlement details report automatically.\nLearn how to do settlement reconciliation.\nIf you are using Store IDs or currency conversion (DCC), ask our Support Team to add these fields to your reports.\n\n\nSettlement detailsDownload this report automatically.Settlement reconciliationLearn how to do settlement reconciliation.\n\n\n\nGoing live\nWhen you have finished testing, you first have to apply for a live account and sign the contract before you can take your integration live.\n\nGo live with AdyenApply for a live account and sign the contract.\n","type":"page","locale":"en","boost":17,"hierarchy":{"lvl0":"Home","lvl1":"In-person payments","lvl2":"Integration overview","lvl3":"Terminal API integration checklist"},"hierarchy_url":{"lvl0":"https:\/\/docs.adyen.com\/","lvl1":"https:\/\/docs.adyen.com\/point-of-sale","lvl2":"https:\/\/docs.adyen.com\/point-of-sale\/get-started","lvl3":"\/point-of-sale\/get-started\/tapi-checklist"},"levels":4,"category":"In-person payments","category_color":"green","tags":["Terminal","integration","checklist"]}}