Pre-Go Live checklist: Payments and Domains

Updated

Use this checklist to make sure your payments, refunds, and domain settings are correctly configured before your marketplace goes live. Completing these steps will help ensure a smooth launch and prevent delays.

To-Do Before Go Live

  • Xero:  For the Xero set up, we first need to configure your settings in Operator portal Admin > CONFIGURATION > External Account Settings.  This information is in relation to your tax, and we will need you to provide your Account Code (the rest is optional).
  • After this, please browse here or here. 
    • In setup application select:
      • Private Application
      • Select the organization
      • Do not tick Enable Payroll API for this organisation

We will then generate an API Script, which you will need to enter into the  Public Key. 

Once you've done this, please kindly send us the Consumer key and the Consumer Secret.

  • Hyperwallet:  Once you have registered for Hyperwallet, you will need to send across your credentials, and the product team will add this to your configuration file. 
  • Testing: Before Go Live, we highly recommend you test a few orders by purchasing products through your platform. Purchase these products a few times through different payment gateways. For e-commerce, Marketplacer supports Braintree, Epayco, Adyen, Zip, and Other (External: Payment by Account). For billing, it supports Braintree, Adyen, Epayco, and manual options (e.g., Do not bill).
  • We also recommend you test a refund and ensure your Xero account is set up correctly.
  • DNS:  You'll also need to start thinking about changing your DNS records. Refer to this article to know more about DNS. 

Marketplacer To-Do

  • Provide you with the DNS records and Sendgrid white label records.
  • Site sweep and check that there are no broken links. 
  • Update any placeholder holder text. 
  • Remove the password (This is the last step before going live. Let us know when you're ready, and we will action it for you!)

Note: We do not recommend going live on a Friday, as there is less support available over the weekend. 

Post Go-live

Once the DNS changes have been completed, Marketplacer will amend the integration code from the  .marketplacer to update the domain. 

Note: This is only applicable if the site has an API integration. 

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