Integration checklist

Quick Start Guide for Integration team

Follow the steps to start your Account and Balance management Onboarding and Integration:

1

Get in touch with the Pivot Team

Contact us to inform us that you are interested in using Pivot for your Platform. We'll help you determine whether our current Account and Balance management will fulfill your use case.

2

Scope and plan your Implementation

Your Pivot representative will work with you to design your implementation. We also will help you define capabilities that are a good fit for your use case.

3

Setup your Pivot Merchant Account

You will follow a similar process at our create account guidance through your Pivot representative.

4

Build your integration

When you already have your test account, you can start building Account and Balance management integration. Please refer to our developer resources for help with the implementation process.

5

Test your integration

After integration has been done and ready to test, you are responsible for testing what you built in our test environment.

6

Apply for a Live Account

After building and testing your integration, you are ready to go live. Please contact your Pivot representative once more to get a live account. We also recommend that you test your integration again using your live account