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Project timeline

Follow our project timeline to successfully integrate Safepay.


Introduction

Follow our project timeline to successfully integrate Safepay payments into your system. Safepay's platform allows you to accept payments, receive payouts, and reconcile your accounts with ease. Whether you're using Safepay Atoms to create a customized checkout flow or Checkout to build a payment form, Safepay’s APIs provide secure processing across various global payment methods and currencies.

Getting Started

Before you begin, ensure that you are registered and logged into your Safepay account. Integrating payments can take as little as one week, but for businesses with complex internal systems, the timeline can extend up to three months. The primary dependencies influencing this timeline include engineering resources, internal system integrations, and change management across impacted teams.

Project Timeline

PHASEDURATIONTASK
Design1 weekFinalize decisions outlined in Planning considerations with impacted teams.
Setup1-2 daysCreate and activate your Safepay account by signing up and completing your business profile.
Build1-2 weeksBuild your frontend integration.
2-4 weeksBuild your server-side integration.
2 weeksBuild your reporting and reconciliation pipeline.
Train1 week eachConduct team-specific trainings and playbooks for Safepay environment, for example: Fraud and disputes, Customer service, Finance and accounting.
Test and Go Live1 weekTest end-to-end in test and live environments. Refer to 'Test mode' and use cases for tools to test your integration.
Migrate2-4 weeksWhen 100% of new customers are on Safepay, migrate existing customers. See 'Migrating data to Safepay' for more details.

Note: Tasks in the same phase can be completed in parallel.

Key Decisions Before Integration

Before you start integrating Safepay, consider the following structural decisions for your Safepay account:

  • Accept Payments: Ensure your setup is configured to handle transactions smoothly.
  • Capture Customer Payment Details: Securely capture and store customer payment information.
  • Reconcile Payments and Payouts: Implement tools and practices for accurate financial tracking.
  • Protect Your Business: Set up defenses against fraud and disputes.

Conclusion

This timeline serves as a comprehensive guide to integrating Safepay effectively within your business infrastructure. By carefully planning and following these steps, you can enhance your payment processing capabilities and ensure a smoother transition for your team and customers.