Partners

Introduction Connect your merchants Getting your users verified Setting up mandates Sending money Webhooks for partners Integration Guide UX Guides & Resources Partners: Go-live checklist

Partners: Going Live with your integration

What’s next?

Having followed our guides and built & tested your integration, check out our best practices guide - it’ll take you through everything you need to build a great integration for your users, and is perfect for going through before you go live.

Go-live checklist

Before going live, a member of our GoCardless team will need to review your integration with a demonstration video. Your demo should provide a full walkthrough for the following key elements, using an additional sandbox account as if you were one of our mutual customers:

1. OAuth

Including sign-in view, sign-up view, pre-filling capabilities, account connection, and clear verification or pending status.

Sign-in view

Sign-up view

Are you pre-filling?  Recommended 

Are you displaying whether the account is connected?  Mandatory 

Oauth are you displaying the GoCardless account status?  Mandatory 

2. Mandates

Demonstrate either hosted payment pages or custom pages (which will require compliance review) and pre-filling of customer and bank details.

If you're using custom payment pages, submit this for review.

Are you pre-filling the customer details in the mandate?  Recommended 

Are you pre-filling the customer bank details in the mandate?  Recommended 

3. Payments

Show usage of Payments, Subscriptions, and Installments endpoints, including implemented Open Banking and combined Open Banking/Direct Debit functionalities and outbound payments.

Tell us which of the following endpoints have you implemented:

Have you implemented Open Banking?  Mandatory 

Have you combined Open banking & Direct Debit?  Mandatory 

Have you built Success+?  Mandatory 

Have you built Protect+?  Mandatory 

Have you integrated Outbound Payments?  Optional 

4. Refunds

Exhibit implemented refund capabilities. To enable refunds in sandbox, please provide the partnership team with the email address you used to create the account.

Have you implemented refund capabilities?  Mandatory 

5. Reconciliation

Statuses: Display how current Mandate and Payment statuses are shown, and confirm that payments/resources are marked as confirmed/successful upon receiving the payment_confirmed event.

Where do you display mandates current status?

Where do you display payments current status?

Do you mark payments/resources as confirmed/successful upon receiving payment_confirmed event?

Submit your App for review

Once you’ve fully tested your partner integration in the sandbox and recorded the demonstration video, you’ll need to have it reviewed by a member of the GoCardless team before you can start connecting merchants in the live environment.

Make sure you have done the following:

Please send this to partnerships@gocardless.com or your account manager. We'll aim to get back to you within 5 working days.

Finally, to drive usage of your integration, we’d suggest developing a landing page with the key benefits and a user guide, ensuring GoCardless is included in your FAQs and support materials, pointing users to it in welcome emails and regular communications.

Earning money from your integration

GoCardless offer a 10% revenue share of the transaction fees generated by your integration.

That means that for every transaction that your users take through your integration, you’ll receive a 10% share of the fees GoCardless collect.

Please note that if you have chosen to apply app fees to your integration, you cannot also have a revenue share.

For more information or to set up a revenue share, contact the partnerships team.