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Review the Scope of Work
Ahead of the Implementations kickoff call, Pro Clients must complete the Scope of Work form. The Scope of Work will be reviewed with the Payrix project manager during the kickoff call.
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For more information on the Scope of Work, review the Understanding the Scope of Work (Pre-Implementation) resource.
Sign Up for Sandbox
After reviewing the Scope of Work during the kickoff call, Pro Clients will have access to a Payrix sandbox account to become familiar with the Payrix Portal & API. The Sandbox testing environment mirrors the experience in the live production space and allows clients to test the integrations before they are released to merchants on the go-live date.
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For more information on Sandbox, review the Sandbox Setup resource.
Submit a White Label Request & Logos
After a Pro Client has signed up for the sandbox environment, the client should next submit a request for white-labeling or customized branding and send their implementation engineer their logos.
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For more information on white label requests and logos, review the White Label and Customized Branding resource.
Create a Production Account
After a Pro Client has submitted their white label request and logos, the client should next create a production account from their sandbox account.
Perform Sandbox End-to-End Testing
After a Pro Client has created a Production Account within sandbox, the client should next begin sandbox end-to-end testing, including testing the following items:
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Clients should submit the https://form.jotform.com/211884229000044 to confirm that they have met all testing requirements.
Provide Boarding & Processing Requirements
After a Pro Client has completed sandbox end-to-end testing, the client should next provide boarding and processing requirements.
Provide Proof of Risk Requirements
After a Pro Client has provided boarding and processing requirements, the client should next provide proof of risk requirements by sending screenshots to the Payrix team.
Provide Partner Live-Testing Instruction
After a Pro Client has provided proof of their risk requirements, the implementation engineer will live-testing instruction. The client should complete this Live Testing Instructions Form ahead of live testing: https://form.jotform.com/211885584122054
Perform Production End-to-End Testing
After a Pro Client has received live-testing instructions, the client can perform production end-to-end testing.
Portal Training
After a Pro Client has completed production end-to-end testing, the client can begin portal training.
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