Getting started with Payabli is a multi-step process that takes you from your initial sign up to running your first live transactions. This guide outlines the key stages in the process. Our team guides you each step of the way to help you integrate Payabli’s payment solutions into your app, ensuring a smooth transition to monetizing payments for your business.

After you’ve signed with Payabli, our team of experts will guide you through several stages to get you integrated and ready to monetize payments.

This diagram explains the high-level steps to going live with Payabli. Hover over a step for more information.

Integration Planning Payabli and the partner work together to plan the integration.
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Sandbox SetupPayabli sets up a sandbox environment and onboard partners.
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Integration Partners build the integration with Payabli.
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Certification Partners test their integration and Payabli certifies it.
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Production setup Payabli sets up your production environment.
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GTM planning Plan the go-to-market strategy for the production environment.
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Pilot Paypoint Launch the production pilot paypoint.
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Ongoing Support Payabli provides ongoing support for the integration.

Here’s what you can expect between signing up with Payabli and running your first transactions in production.

1

Integration Planning

Before you can get started building your integration, you’ll meet with the Payabli team for planning. This planning process makes sure that the integration work goes smoothly.

2

Sandbox setup

Behind the scenes, the Payabli team prepares a sandbox environment for you to use for building and testing your integration. We’ll share access details with you in an integration quickstart guide.

3

Integration

After you have access to the sandbox environment, you can build your integration. Your Payabli Solution Engineer is available to support you during your integration. You can learn more about integrating in our Getting Started Guide for developers.

4

Integration certification

When your integration is done, the Payabli team will give you a testing plan to complete. We’ll review the plan when you’re done and work with you to correct any issues.

Finally, when you’re ready, you’ll host a demo of the integration for the Payabli team. Your demo should showcase:

  • Setup steps and requirements
  • How a payment is done in your app
  • Merchant Boarding experience
5

Production setup

After your integration is certified, the Payabli team will configure your production access. Behind the scenes, we’ll take care of things like:

  • Parent organization and suborganization setup
  • Creating API tokens
  • Confirming and configuring custom identifiers
  • Creating your root boarding template

We’ll share the production environment access details with you.

6

Go-to-Market planning

The Payabli team will host a GTM planning call with you to plan the details for taking your integration live and onboarding merchants. In this call, you can expect to:

  • Review the production version of PartnerHub
  • Review boarding template
  • Review notifications and webhooks
  • Review users and permissions in production
  • Confirm pricing and configuration and funding
  • Confirm custom identifiers
  • Review suborganization architecture (if applicable)
  • Confirm client success strategy
  • Review available help resources
  • Discuss pilot merchants and white-glove boarding
  • Discuss messaging and marketing support
  • Discuss residuals details

We’ll also introduce the Client Success team and confirm support expectations with you.

7

Pilot paypoint go-live

The next step is to pilot Payabli integration with a merchant. The merchant goes through the whole boarding process and, if approved, is converted a paypoint.

  1. Merchant completes and submits a boarding application.
  2. Payabli underwrites the merchant.
  3. When approved, we’ll set up the paypoint’s services and activate the paypoint.
  4. The Payabli team verifies that the paypoint’s production account is configured correctly.

From here, you work with the Payabli team throughout the pilot to make sure everything is working as expected.

8

General release and beyond

After a successful pilot, you can decide when to onboard the rest of your merchants with Payabli.

After you go live with paypoints, Payabli provides ongoing support with issues ranging from merchant PCI compliance, production issues, and integration problems. You will also work with Payabli on any ongoing integration enhancements.

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