Go-live checklist

Use this checklist to take your integration live.

Simulate scenarios

There are some common paths you should make sure your integration handles successfully, for example, a customer cancelling their mandate or a payment failing due to lack of funds. We’ve created scenario simulators and provide test bank details you can use to replicate various states and responses.

Set up your live account

Go here to create your live GoCardless account. If you are working with a GoCardless Account Executive, they will help you with this step.

Create a live access token

Just as you did with your sandbox account, navigate to the Developers tab, then select Create followed by Create Access Token. Make sure the token has read/write permissions. Be sure to save it in a secure place or add it directly to your build.

Amend API endpoints from sandbox to live

You can easily update your existing integration to point to the live environment by changing the prefix of each endpoint from https://api-sandbox.gocardless.com to https://api.gocardless.com.

Set up a webhook listener  Recommended 

If you have read our guidance on Staying up to date with webhooks, add the endpoint to your live account following the same steps you completed for sandbox. You can find the guidance linked here to refresh your memory.

Test your connection

Check that you’re still able to successfully make a call to our API - choose a call that you’ve successfully tested in Sandbox.

Subscribe to GoCardless API status updates

You can subscribe to notifications about the API for both sandbox and live environments. This helps you stay proactively aware of any scheduled maintenance or downtime.

Next Steps

Looking to go live with a Partner integration?

Follow this link to find your go-live checklist.

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Explore add-ons

Prevent fraud with Protect+ and reduce failed payments with Success+.

FAQs

Any questions? Read through our most frequently asked questions.

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