# Get started with Payabli

> Launch your payment business with a clear roadmap from signing up to first transaction. Navigate integration planning, testing, merchant boarding, and production launch with expert guidance at every step

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.

<div class="flowchart-container-horizontal">
  <div class="flowchart-box-horizontal flowchart-tooltip">
    Integration Planning 

    <span class="flowchart-tooltiptext">Payabli and the partner work together to plan the integration. </span>
  </div>

  <div class="flowchart-arrow-horizontal">
    →
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  <div class="flowchart-box-horizontal flowchart-tooltip">
     Sandbox Setup

    <span class="flowchart-tooltiptext">Payabli sets up a sandbox environment and onboard partners. </span>

     
  </div>

  <div class="flowchart-arrow-horizontal">
    →
  </div>

  <div class="flowchart-box-horizontal flowchart-tooltip">
     Integration

    <span class="flowchart-tooltiptext"> Partners build the integration with Payabli. </span>

     
  </div>

  <div class="flowchart-arrow-horizontal">
    →
  </div>

  <div class="flowchart-box-horizontal flowchart-tooltip">
     Certification 

    <span class="flowchart-tooltiptext">Partners test their integration and Payabli certifies it. </span>

     
  </div>

  <div class="flowchart-arrow-horizontal">
    →
  </div>

  <div class="flowchart-box-horizontal flowchart-tooltip">
     Production setup 

    <span class="flowchart-tooltiptext"> Payabli sets up your production environment. </span>

     
  </div>

  <div class="flowchart-arrow-horizontal">
    →
  </div>

  <div class="flowchart-box-horizontal flowchart-tooltip">
    GTM planning 

    <span class="flowchart-tooltiptext"> Plan the go-to-market strategy for the production environment. </span>

     
  </div>

  <div class="flowchart-arrow-horizontal">
    →
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  <div class="flowchart-box-horizontal flowchart-tooltip">
     Pilot Paypoint

    <span class="flowchart-tooltiptext"> Launch the production pilot paypoint. </span>

     
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  <div class="flowchart-arrow-horizontal">
    →
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  <div class="flowchart-box-horizontal flowchart-tooltip">
     Ongoing Support 

    <span class="flowchart-tooltiptext"> Payabli provides ongoing support for the integration.</span>

     
  </div>
</div>

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

<Steps titleSize="h3">
  <Step title="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.

    <Accordion title="Expand to see all integration planning steps">
      <Steps>
        <Step title="Integration discovery call">
          The process begins with a mutual discovery call. This is an integration discovery session where you and Payabli discuss our businesses, goals, and needs for the partnership.
        </Step>

        <Step title="Kickoff call">
          Payabli hosts a kickoff call to help set expectations and understand your business needs. On this call, we'll discuss things like:

          * Use cases
          * Customer personas
          * Boarding strategy
          * Embedded Component Strategy
          * Payment modes and devices
          * Stakeholders and contacts
          * Client Success strategy and expectations
          * General timelines and expectations

          We'll use this call to finalize the initial scope of the project.
        </Step>

        <Step title="In-depth working session">
          If needed, you'll meet with a Payabli Solution Engineer to work out and confirm specific technical details of your integration.
        </Step>

        <Step title="Confirm strategies">
          Before you move on to build and test your integration, the Payabli team will work with you to confirm a merchant onboarding strategy and your integration path.
        </Step>
      </Steps>
    </Accordion>
  </Step>

  <Step title="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.
  </Step>

  <Step title="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](/developers/platform-developer-quickstart) for developers.
  </Step>

  <Step title="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
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## Related resources

See these related resources to help you get the most out of Payabli.

<AccordionGroup>
  <Accordion title="References">
    * **[Payment glossary](/guides/platform-payment-glossary)** - Understand common terms used in Payabli and across the payments industry
    * **[Payment methods for testing](/guides/test-accounts-reference)** - Use these payment methods to test your integration with Payabli
  </Accordion>

  <Accordion title="Related topics">
    * **[Getting started for developers](/developers/platform-developer-quickstart)** - Learn how to build a world-class payments integration with Payabli
  </Accordion>
</AccordionGroup>