Getting Started

Learn how to get started with Finix.

First, you need a Finix account. Click here to reach out to us and we'll give you a Sandbox account.

Our sandbox is a specialized test environment where you can explore our dashboard, simulate payments and payouts, and build a test integration.

Key Steps to Use Finix

We recommend exploring Finix's Dashboard and APIs in our sandbox. There are two paths your business needs to take to process payments with Finix:

Plan on taking both of these paths at the same time:

Business Path

When you get an account with Finix, our team will contact you to initiate the business side of things. To complete the business path, you need to:

  1. Align with Finix on the types of businesses you're onboarding.
  2. Discuss special needs or considerations like low-risk vs. high-risk customers, max transaction amount, volume, etc.
  3. Align on costs, fees, and ensuring you can monetize processing payments.
  4. Complete operational readiness training.
  5. Sign contracts and agreements.

Review the following articles to find out more about your account and other business requirements or restrictions.

Technical Integration

While working through business considerations with Finix, you should start building into the Finix API:

  1. Follow the Integration Overview for a holistic view of the integration into Finix.
  2. Set up webhooks.
  3. Check your integration against the Integration Checklist.
  4. Certify your integration against your Sandbox environment.
  5. Get access to Production and ensure your integration functions correctly.
  6. Once you're ready, certify your production environment.

From here, you'll be able to payout users, create reports, and verify that the payment flow is seamless and easy for your sellers and their buyers.