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Get started with Financial Line

This step-by-step guide will help you set up your interaction with Financial Line services, test all settings and start accepting payments from your customers.

Stage 1. Getting to know the merchant portal​

  1. Create an account​

    To connect to Financial Line and work with payments, you need to register in the merchant portal
    ➡️ Registration instructions.

  2. Add other members of your team​

    You can give your team access to the account right away. Access levels can be controlled using a set of roles that are already provided in the merchant portal ➡️ Adding users.

  3. Familiarize yourself with the test project and use its API keys​

    After registration, you will immediately have access to the test project and its authentication data - API keys. They are needed to set up and test payment before starting work on a live project
    ➡️ Test project.

Stage 2. Setting up the integration and making test payments​

Before accepting payment on your live project, make sure that the settings and processes are correct.

  1. Get onboarded​

    Contact our supports to complete data verification and determine the terms of cooperation
    ➡️ Financial Line Support.

  2. Configure the integration​

    Choose the required integration method and make the appropriate settings using the data of the test project ➡️ Integration options.

  3. Make test payments​

    Use test payment data and check different card payment scenarios ➡️ Test payment.

  4. Handle errors and failed payments​

    Make sure that API requests are formed correctly and that you receive correct responses about failed payments and errors that may occur when creating or making a payment.

  5. Make refund and void​

    Check how the refund (refund for split payments) and/or void functionality works (if you use two-step payment (two-step split payments)). You can test these features using the test payments you made earlier.

  6. Set up payment card verification (optional)​

    This feature allows you to make sure that the card specified by the payer is valid and its details are correct
    ➡️ Card verification.

Stage 3. Setting up webhooks​

Webhooks are utilized by Financial Line to transmit the information about various payment events such as the status of payments, successful completion of 3DS, charge or pre-authorization of payment, refund, payment capture or void when using two-step payment. Therefore, in order to receive this data, you need to integrate with the webhook service.

  1. Define the structure of webhooks​

    Familiarize yourself with the mandatory and optional parameters of webhooks and determine the ones that you need
    ➡️ Webhooks.

  2. Create your endpoint for the webhooks​

    Provide the public URL of your endpoint so that it can receive the payload from the webhooks.

  3. Receive and process notifications​

    Receive and process notifications with information about payments and individual transactions, as well as their status.

Stage 4. Work with reporting information​

  1. Get more information on payments​

    Receipts, information on certain transactions, orders, etc. ➡️ Receiving information about payments.

  2. Configure receiving of transaction registers (optional)​

    Receive transaction registers automatically via the API or via the scheduler for sending out transaction registers in the merchant portal. You determine the amount of data, the date and time of sending, and the format of the registers.

Stage 5. Go live​

After testing the payment process with the test data, it's time to connect the live project and make a few additional settings for further work.

  1. Initiate creating a live project​

    Reach out to Financial Line Support team to initiate the creation of a live project. On your side, replace the authentication data of the test project with the credentials for the live project.

  2. Improve account security​

    • Set up two-factor authentication (recommended).
    • Define a list of allowed IP addresses to interact with the API (optional).

  3. Set up a payment page (optional)​

    To accept payments, you can use a ready-made Financial Line checkout that can be designed in your corporate style.

  4. Conduct comprehensive testing​

    The final step of the integration is to verify that all stages and scenarios of your payment cycle work correctly.