Going Live with your integration#
Having followed our guides and built and tested your integration, check out our best practices guide — it'll take you through everything you need to build a great integration for your users, and is perfect to review before you go live.
Go-live checklist#
Before going live, a member of our GoCardless team will need to review your integration with a demonstration video. Your demo should provide a full walkthrough of the following key elements, using an additional sandbox account as if you were one of our mutual customers:
1. OAuth
Including sign-in view, sign-up view, pre-filling capabilities, account connection, and clear verification or pending status.
- Sign-in view
- Sign-up view
- Are you pre-filling merchant details?
- Are you displaying whether the account is connected?
- Are you displaying the GoCardless account status?
2. Mandates
Demonstrate either hosted payment pages or custom pages (which will require compliance review) and pre-filling of customer and bank details.
- If you're using custom payment pages, submit these for compliance review.
- Are you pre-filling the customer details in the mandate?
- Are you pre-filling the customer bank details in the mandate?
3. Payments
Show usage of Payments, Subscriptions, and Instalments endpoints, including Open Banking and combined Open Banking/Direct Debit functionalities, and outbound payments.
- Tell us which of the following endpoints you have implemented:
- Have you implemented Open Banking?
- Have you combined Open Banking and Direct Debit?
- Have you built Success+?
- Have you built Protect+?
- Have you integrated Outbound Payments?
4. Refunds
Exhibit implemented refund capabilities. To enable refunds in sandbox, provide the partnerships team with the email address you used to create the account.
- Have you implemented refund capabilities?
5. Reconciliation
Display how current mandate and payment statuses are shown, and confirm that payments are marked as confirmed upon receiving the payment_confirmed event.
- Where do you display the current mandate status?
- Where do you display the current payment status?
- Do you mark payments as confirmed upon receiving the
payment_confirmedevent?
Submit your app for review#
Once you've fully tested your integration in the sandbox and recorded the demonstration video, a member of the GoCardless team will review it before you can start connecting merchants in the live environment.
Make sure you have the following ready:
- Set up your live account
- Created your live app
- Recorded your demonstration video
- Written a user guide explaining how your integration works, with the URL ready to share
- A high-resolution logo so we can list you as one of our partners
Send everything to partnerships@gocardless.com or your account manager. We'll aim to get back to you within 5 working days.
To drive usage once you're live:
- Develop a landing page with the key benefits of your GoCardless integration.
- Write a user guide and include GoCardless in your FAQs and support materials.
- Point users to it in welcome emails and regular communications.
Earning money from your integration#
GoCardless offers a 10% revenue share of the transaction fees generated by your integration. For every transaction your users take through your integration, you'll receive a 10% share of the fees GoCardless collects.
For more information or to set up a revenue share, contact the partnerships team.