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A merchant at a laptop with a card and a card terminal on a wooden desk.

04 / 07Integration

Define the payment handoff before you build.

Start a payment review

Set the checkout surface, credential owner, returned events and recovery responsibilities.

  • Decide where customers see checkout and which action starts it.

    Confirm who owns the customer-facing step.

  • Name who creates, stores and rotates provider credentials.

    Confirm the access and rotation path.

  • Agree which provider event updates the merchant record.

    Confirm reconciliation when delivery is delayed.

  • Name who checks an unknown result before anyone retries.

    Confirm the escalation path before launch.

Station 04, Integration, close up: a laptop showing the decisions of the handoff, wired to a terminal that lists the events that come back.

04 Integration

Define the handoff before you build.

  • Decide where customers see checkout and which action starts it.

    Confirm who owns the customer-facing step.

  • Name who creates, stores and rotates provider credentials.

    Confirm the access and rotation path.

  • Agree which provider event updates the merchant record.

    Confirm reconciliation when delivery is delayed.

  • Name who checks an unknown result before anyone retries.

    Confirm the escalation path before launch.

Before implementation

Name the owner and next question.

Decision
DecideConfirm
01Checkout surfaceDecide where customers see checkout and which action starts it.Confirm who owns the customer-facing step.
02CredentialsName who creates, stores and rotates provider credentials.Confirm the access and rotation path.
03Returned eventsAgree which provider event updates the merchant record.Confirm reconciliation when delivery is delayed.
04RecoveryName who checks an unknown result before anyone retries.Confirm the escalation path before launch.