The certification process is comprised of the following steps:

1. Establish the integration and launch plan with your Payment Source contact.

2. Complete all the test scenarios and reviews in the coordinated pre-production test plan.

3. Conduct the production certification process.

1. Integration and launch plan

1.1 Onboarding

1.1.1 Go to the DirectPay Partner Portal, sign up, and submit an application.

1.1.2 Review Get Started section of this resource guide.

1.1.3 Receive test environment API key once your organization has been approved.

1.1.4 Receive welcome package.

1.2 Integration requirements

1.2.1 Agree on limits, minimums, and maximums.

1.2.2 Work with Payment Source account manager to determine any additional limit and account checks.

1.3 Timeline and checklist

1.3.1 Determine duration for test plan

1.3.2 Determine launch date

2. Coordinated test plan

2.1 Test environment key and endpoints

2.2 Complete test plan.

2.3 Review partner UI and security

2.4 Review payment reconciliation report

3. Production certification

3.1 Production key and endpoints

3.2 Final checks

3.3 Perform production test, from payment all the way to settlement & report

Integration and Testing: Juan Carlos Vera, Solutions Architect: jvera@paymentsource.ca

Onboarding: Adam Cook, Manager, DirectPay: adamcook@paymentsource.ca

Operations: Chris Lawrence, VP of Operations: chris@paymentsource.ca