Integration Checklist

Use this checklist to make sure a smooth transition happens when taking your Finix integration live.

An integration checklist is a list of the key aspects of an integration. Completing the checklist ensures your implementation is complete and you will successfully run a payment platform.

The checklist has the following key categories:

We perform a certification for your sandbox and live environment. The certification process uses the integration checklist but is structured by scenarios.

Account and Login


You need to be able to handle Onboarding the sellers and service providers you sign up onto Finix, including failure flows and Onboarding Rejections:

Onboarding Forms

Onboarding Forms manages the initial creation of resources. Your integration needs to be able to handle onboarding rejections.

  1. Create an Onboarding Form.
  2. Redirect users to link.
  3. Retrieve the created Identity, Merchant , Payment Instrument.
  4. Handle onboarding rejections.

Onboarding With the API

Onboarding with the API means your integration has to handle all aspects of onboarding.

  1. Create an Identity for you seller.
  2. Create associated Identity for additional owners or control persons.
  3. Tokenize the seller's bank account
  4. Verify seller by creating a Merchant .
  5. Handle onboarding rejections.

Process Payments

Any integration needs to be able to make payments.

Depending on your payment methods you want to support, your integration needs to handle different flows:

All integrations need to handle:

Card payments

  1. Create an Identity for a buyer.
  2. Tokenize card details with Hosted Tokenization.
  3. Make a payment by creating a Transfer.
  4. Handle failed payments and their failure_codes.

Raw card payments

If you're fully PCI DSS compliant and want to handle raw card data:

Apple Pay Payments

Google Pay Payments

ACH (eCheck) Payments

Payout and Fee Collection

You need to be able to payout your sellers and collect fees:

Technical Considerations

A complete technical integration includes the following:

  1. Create an API Key
  2. Create a webhook endpoint