Integration Overview

welcome to jetpay! this integration overview is a high level outline of the entire integration process of the jetpay api, from testing through to a production ready account the information provided here is relevant to all stakeholders and teams, and should be thoroughly understood to ensure a mutual understanding of integration phases and expectations integration phases docid 11vlkvvmsjgxxaxxeib r docid 11vlkvvmsjgxxaxxeib r docid 11vlkvvmsjgxxaxxeib r docid 11vlkvvmsjgxxaxxeib r docid 11vlkvvmsjgxxaxxeib r phase 1 partner kickoff if you are reading this document, then it is likely you have already completed this phase the partner kickoff is meant to align our teams on the scope, timeline, and rollout plan for the project in this phase, expect introductory call with technical and product teams access to documentation and tools discuss partner specific use cases for the api agreement on key success criteria (including metrics to pass implementation review) contact information of who to direct questions to phase 2 sandbox development and testing the sandbox environment allows partners to test their api integration safely without risk to real data or funds this phase allows developers to validate their implementation of the api with their own business logic and flows and confirm the expected behaviour in this phase, expect creating a demo/sandbox jetpay account (kyc and kyb bypassed in this phase) generating demo/sandbox api keys building out core functionality in a simulated environment during this phase, developers should reference the following guides for all relevant information docid\ homyq3ncmcjvlcuaiosoj docid\ wpk0w4zxqewdtjcj5vhi5 https //extapi jetpay baselinepayments com/docs not sure about something? we're here to help! if anything is unclear in the provided documentation, please don't hesitate to reach out to our team we are more than happy to get you unblocked as quickly as possible and get your feedback so we can improve ourselves phase 3 implementation review this is a formal checkpoint to ensure everything developed in the sandbox environment is functioning as intended this review will be collaborative between the tech partner's development team and our internal development team to ensure the integration is technically sound before moving to live setup specific metrics for passing the implementation review would be established during the partner kickoff phase common things that our team will look for include successful execution of all required api flows proper error handling and retry logic secure storage and usage of api credentials alignment with agreed upon use cases and business rules jetpay tech partners will not be onboarded with a production account until this phase 3 checkpoint is completed phase 4 production level account onboarding once the implementation review phase is complete, we can begin the process of setting up a production account for the tech partner all companies that wish to use jetpay (whether that be through the web app or the api) must complete know your customer (kyc) and know your business (kyb) validation only once this is completed and passed will the tech partner be able to generate production level api keys this phase includes jetpay production onboarding submission of kyc/kyb information and documentation assigning billing account internal compliance checks and approval phase 5 move real money once production onboarding is complete, you are ready to move real money! it is typical for our tech partners to create "test" production transactions, where they send/receive money between their own bank accounts for a final check our teams will closely monitor the first live activity to ensure everything is functioning correctly and to respond quickly to any issues in this phase, expect execution of first live transactions and flows real time monitoring data validation open support channel for rapid troubleshooting handoff from our development team to ongoing account management and support teams ready for the next step? then it is time to get your hands dirty and start experimenting with the jetpay api with a sandbox account docid\ homyq3ncmcjvlcuaiosoj