Guides

Launch checklist

Here are the steps that need to be validated in order to move to production.

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Successful rescue flow

☑️

Successful CIT flow

On standard integration

  • setOrderId() is working
  • /oauth2/token returns a valid token
  • /tokenize returns a valid token
  • /transmit returns a "result" : "success" response
  • /evaluate returns 'ORDER APPROVED'
  • client side displays a success screen
  • status order is correctly updated in your order tracking system system

On advanced integration

  • setOrderId() is working
  • /oauth2/token returns a valid token
  • /tokenize returns a valid token
  • /transmit returns a "result" : "success" response
  • /evaluate returns 'SUBMITTED' status
  • initUI() is working
  • UiWidget redirects on success screen
  • /outcome or webhook returns 'ORDER COMPLETED' status
  • status order is correctly updated in your order tracking system system

Successful MIT flow

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Successful MIT flow

On API integration

  • setOrderId() is working
  • /oauth2/token returns a valid token
  • /tokenize returns a valid token
  • /transmit returns a "result" : "success" response
  • /evaluate returns 'ORDER APPROVED'
  • client side displays a success screen
  • status order is correctly updated in your order tracking system system

On SFTP implementation

  • /oauth2/token returns a valid token
  • /tokenize returns a valid payment token
  • /transmit batch returns a "result" : "success" response
  • /evaluate batch returns 'SUBMITTED' status
  • pending status correctly displayed in your order tracking system
  • in house rebills/retries are stopped
  • /outcome or webhook returns 'ORDER COMPLETED' status
  • status order is correctly updated in your order tracking system system

Successful refund

☑️

Issue a refund on an APPROVED transaction

  • /refund returns a "result" : "success" response
  • status order is correctly updated in your order tracking system system
  • reconciliation is accurately updated
  • transaction is flagged as refunded in your FlexFactor Merchant Portal

Key features

In addition to a successful rescue flow, here are key features to your integration design

❗️

Essential features

In order to get the Sandbox certification and move to Production, you will need to demonstrate:

  • Accurate reconciliation: pending orders must not appear as completed, approved/declined orders must be updated.
  • In house rebill/retry system is stopped: when MIT are pending over at FlexFactor, they must not be retried simultaneously, and they must not be sent over multiple times to FlexFactor.
  • CIT/MIT Independent Switching: ability to independently enable or disable CIT and MIT.
  • Multisite Transaction Sourcing: ability to provide each transaction's origin in case of multiple websites/descriptors.
  • Distinguishing Call Center orders from website orders: ability to distinguish CIT generated from call centers and CIT generated on websites. E.g.: Call centers orders could be turned off while websites orders can be in production.

Sandbox certification

Ready to be certified? Let's arrange a Sandbox Certification session!

Production account onboarding

Once certification is done you will receive an invite to access your production FlexFactor account. Go to Developers > Api Keys to find your production api-keys. To complete the switch to production, exchange the existing Sandbox keys with production keys, and adjust all sandbox URLs (api-sandbox.flex-charge.com) to production URLs.

Replace the Sandbox api-keys with the new ones

That's it, you're settled!

Updated 4 months ago