{"title":"Integration checklist","category":"default","creationDate":1557888420,"content":"<p>Follow the checklist below to ensure you have a complete online payments integration with Adyen.<\/p>\n<h2>Set up your test account<\/h2>\n<ol>\n<li><strong>Create your account<\/strong><br \/>\nFollow the <a href=\"\/pt\/get-started-with-adyen\">Get started with Adyen guide<\/a> to create your test account.<\/li>\n<li><strong>Determine testing account structure<\/strong><br \/>\nWith Adyen, you have a single <a href=\"\/pt\/account\/account-structure#company-account\">company account<\/a>, and one or more sub-accounts called <a href=\"\/pt\/account\/account-structure#merchant-accounts\">merchant accounts<\/a>. 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.<\/li>\n<li><strong>Create a user for yourself and your team members<\/strong><br \/>\nYou receive an admin user account for yourself when signing up. <a href=\"\/pt\/account\/users\">Create additional users<\/a> for your team members as needed.<\/li>\n<li><strong>Get API credentials<\/strong><br \/>\nGet your test <a href=\"\/pt\/development-resources\/api-credentials#generate-api-key\">API key<\/a> and <a href=\"\/pt\/development-resources\/client-side-authentication#get-your-client-key\">client key<\/a>, which you'll need when building your integration.<\/li>\n<li><strong>Add payment methods<\/strong><br \/>\n<a href=\"\/pt\/payment-methods\/add-payment-methods\">Add the payment methods<\/a> you want to accept with your integration.<\/li>\n<\/ol>\n<h2>Build your integration<\/h2>\n<p>The core of your Adyen integration is being able to accept payments and handle their subsequent states.<\/p>\n<ol>\n<li><strong>Set up webhooks<\/strong><br \/>\nAdyen uses <a href=\"\/pt\/development-resources\/webhooks\">webhooks<\/a> 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.<\/li>\n<li><strong>Build your integration<\/strong><br \/>\nFollow the <a href=\"\/pt\/online-payments\/build-your-integration\">Build your integration<\/a> guide to integrate payments in your project. We offer solutions for web, mobile devices, and cross-platform.<\/li>\n<li><strong>Handle errors and refused payments<\/strong><br \/>\nMake sure that your integration can handle <a href=\"\/pt\/development-resources\/response-handling\">errors or refused payments<\/a>.<\/li>\n<li><strong>Modify payments<\/strong><br \/>\nHandle situations where you may need to modify payments, for example, when <a href=\"\/pt\/online-payments\/refund\">refunding<\/a> or <a href=\"\/pt\/online-payments\/cancel\">canceling<\/a> a shopper's transaction.<\/li>\n<li><strong>Add additional payment methods<\/strong><br \/>\nAdd additional <a href=\"\/pt\/payment-methods\">payment methods<\/a> to your account for your shoppers' countries\/regions. It is also important you can handle the different <a href=\"\/pt\/online-payments\/payment-result-codes\">result codes<\/a>, such as pending, which is more common for local payment methods.<\/li>\n<li><strong>Complete your integration<\/strong><br \/>\nAdd additional features to your payments integration such as <a href=\"\/pt\/online-payments\/tokenization\">Tokenization<\/a>, <a href=\"\/pt\/online-payments\/account-updater\">Account Updater<\/a>, <a href=\"\/pt\/online-payments\/auto-rescue\">Auto Rescue<\/a>, <a href=\"\/pt\/online-payments\/donations\">Donations<\/a>, <a href=\"\/pt\/online-payments\/network-tokenization\">Network tokenization<\/a>, and <a href=\"\/pt\/online-payments\/partial-payments\">Partial payments<\/a>. For an additional layer of fraud protection and compliance with European <a href=\"\/pt\/online-payments\/psd2-sca-compliance-and-implementation-guide\">PSD2 SCA<\/a> regulations, add <a href=\"\/pt\/online-payments\/3d-secure\">3D Secure 2 authentication<\/a>.<\/li>\n<li><strong>Test your integration<\/strong><br \/>\nReview our <a href=\"\/pt\/development-resources\/testing\">testing guide<\/a> to test the different types of transactions that your integration handles.<\/li>\n<\/ol>\n<h2>Reporting and reconciliation<\/h2>\n<p>Understanding and parsing our <a href=\"\/pt\/reporting\">reports<\/a> is crucial for reconciliation.<\/p>\n<ol>\n<li><strong>Download the Settlement details report automatically<\/strong><br \/>\nThe <a href=\"\/pt\/reporting\/settlement-detail-report\">Settlement details report<\/a> is the main reconciliation report and is generated for each payout we make to you.<\/li>\n<li><strong>Build out reconciliation process<\/strong><br \/>\nWe provide guidance on how to <a href=\"\/pt\/reporting\/automatically-get-reports\">get reports automatically<\/a> and <a href=\"\/pt\/reporting\/settlement-reconciliation\">do settlement reconciliation<\/a>.<\/li>\n<\/ol>\n<h2>Go live<\/h2>\n<p>To accept payments from your shoppers, you need to apply for a live account. Review the process to start accepting payments on <a href=\"\/pt\/get-started-with-adyen\">Get started with Adyen<\/a>.<\/p>\n<p>If your application for a live account is approved, follow our <a href=\"\/pt\/online-payments\/go-live-checklist\">go-live checklist<\/a> to start accepting live payments.<\/p>","url":"https:\/\/docs.adyen.com\/pt\/online-payments\/integration-checklist","articleFields":{"description":"Checklist for building an online payments integration with Adyen."},"algolia":{"url":"https:\/\/docs.adyen.com\/pt\/online-payments\/integration-checklist","title":"Integration checklist","content":"Follow the checklist below to ensure you have a complete online payments integration with Adyen.\nSet up your test account\n\nCreate your account\nFollow the Get started with Adyen guide to create your test account.\nDetermine testing account structure\nWith 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.\nCreate a user for yourself and your team members\nYou receive an admin user account for yourself when signing up. Create additional users for your team members as needed.\nGet API credentials\nGet your test API key and client key, which you'll need when building your integration.\nAdd payment methods\nAdd the payment methods you want to accept with your integration.\n\nBuild your integration\nThe core of your Adyen integration is being able to accept payments and handle their subsequent states.\n\nSet up webhooks\nAdyen 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.\nBuild your integration\nFollow the Build your integration guide to integrate payments in your project. We offer solutions for web, mobile devices, and cross-platform.\nHandle errors and refused payments\nMake sure that your integration can handle errors or refused payments.\nModify payments\nHandle situations where you may need to modify payments, for example, when refunding or canceling a shopper's transaction.\nAdd additional payment methods\nAdd additional payment methods to your account for your shoppers' countries\/regions. It is also important you can handle the different result codes, such as pending, which is more common for local payment methods.\nComplete your integration\nAdd additional features to your payments integration such as Tokenization, Account Updater, Auto Rescue, Donations, Network tokenization, and Partial payments. For an additional layer of fraud protection and compliance with European PSD2 SCA regulations, add 3D Secure 2 authentication.\nTest your integration\nReview our testing guide to test the different types of transactions that your integration handles.\n\nReporting and reconciliation\nUnderstanding and parsing our reports is crucial for reconciliation.\n\nDownload the Settlement details report automatically\nThe Settlement details report is the main reconciliation report and is generated for each payout we make to you.\nBuild out reconciliation process\nWe provide guidance on how to get reports automatically and do settlement reconciliation.\n\nGo live\nTo 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.\nIf your application for a live account is approved, follow our go-live checklist to start accepting live payments.","type":"page","locale":"pt","boost":18,"hierarchy":{"lvl0":"Home","lvl1":"Online payments","lvl2":"Integration checklist"},"hierarchy_url":{"lvl0":"https:\/\/docs.adyen.com\/pt","lvl1":"https:\/\/docs.adyen.com\/pt\/online-payments","lvl2":"\/pt\/online-payments\/integration-checklist"},"levels":3,"category":"Online Payments","category_color":"green","tags":["Integration","checklist"]},"articleFiles":{"checkout.svg":"<img alt=\"\" src=\"https:\/\/docs.adyen.com\/user\/pages\/docs\/02.online-payments\/06.integration-checklist\/checkout.svg\" \/>"}}
