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Go-Live Checklist

When you're ready to go live, Rootline will go through your integration to verify if the API's, webhooks and reports have been implemented correctly to ensure a smooth go-live.

Integration checks​

☑️ 1. Check if payments come through

  • Do payments come through on staging for each payment method that you want to offer?
  • Do you see the intended split come through?
  • Can you verify the application of platform fees if you charge them?
  • Do you need to use a processing account? If so, verify that you're sending it correctly.
  • Do you make a GET /payments request when the customer returns to your website to display the payment status?

☑️ 2. Captures and refunds

  • Did you verify that captures (if you do them throught the API), refunds, and cancels come through as expected?

☑️ 3. Webhooks

  • Confirm that you respond with a http status code 200;
  • Confirm that you respond with accepted in the body;
  • Make sure that acceptance of the webhook requests is decoupled from processing their content. An indicator is that your response is sent milliseconds after receiving the webhook event.

☑️ 4. Reports

  • Verify that the downloading and parsing of the report works as expected.

Going live

When you have received access to your production account you will need to take the follwoing steps:

  • Generate an API key in the production environment;
  • Configure your webhook URL in the Rootline (production) dashboard;
  • Update the API endpoints to the production environment;
  • Repeat steps 1 - 4, except now you will do them for your live setup. For step 1 a few penny tests should suffice.