Let's get you set up with a Finix sandbox account! Getting up and running largely depends on the engineering resources you have available.
We advise customers to first consider their business, and what features they'll need to get started. Please review our documentation as your first place to go for questions. We do our best to have everything in one place, so you can service your questions from start to finish.
API Keys
First create API Keys for your developers so they can begin building your business' integration with Finix!
For more details, see API Keys.
Build Your Integration
After your developers have access, it's time to start building your integration with Finix.
- For Individual Businesses, see Integration Checklist.
- For Software Platforms and Online Marketplaces, see Platform Checklist.
Here are some additional articles to help get your developers started!
Onboarding
If you're a Software Platform or a Marketplace - one of your number one needs will be to easily onboard merchants and enable them to accept payments.
There are two ways this can be achieved, our best recommendation is to use our hosted onboarding forms and dashboards.
By choosing the hosted onboarding option, everything your merchants need to sign up for are in one place.
If you choose API onboarding, you need to make sure you're set up to handle any rejections that may come through.
Payments & Tokenization
For a full development checklist that includes (making a payment, tokenization, and processing payments), please reference our integration checklist located here.
Managing Merchants & PCI Compliance
Your merchants/sellers will also need to attest to PCI compliance. At Finix we offer two ways to present this information to and collect the attestation of sellers, however we strongly recommend using the Finix dashboard.
Managing your Team Members
To add other members of your organization to your Finix Live Account (developers or payment operations), you can find helpful documentation located here.
Protecting your business
Lastly, at Finix, it's paramount that we keep our customers' businesses safe. We require all customers to set up fraud detection in their integration. You can use Finix's Fraud Detection API to minimize chargeback losses on your e-commerce sales by detecting and stopping potentially fraudulent transactions performed by bad actors.
To use the Fraud Detection API, Finix needs to know how your buyers interact with your website (e.g., visited pages, devices used, etc.). We can collect this data automatically if you add Finix's JavaScript library to your customer-facing website, where you collect orders from your buyers.
If you have any questions about getting setup, please contact the Finix Support team at support@finix.com!