# Integration overview

Before the Go live...

- **Contractual agreements** have to be done,
- **Tests** and **Invoicing** must be checked & approved by Ratepay!


## Transaction flow

Transaction flow
## Test / Integration phase

### Logins / credentials

- Get test credentials from your Ratepay representative
- Set up your test environment
- [Give your team members access to ORCA test environment](/docs/orca/english_version/user_management/user_management)


### Additional setup

- Send to your Ratepay representative:
  - a logo with high resolution
  - color codes for Corporate identity look
  - customer service data (phone, e-mail, opening times)


This is needed for the correspondences, sent by Ratepay to buyers.

### Technical integration

#### Frontend

- Show Ratepay payment method(s) in your checkout (Optional: Logos can be found [here](/docs/logos/ratepay_logos/))
- Display [Ratepay's legal requirements in your checkout & GTC](/docs/legal/a_legal_requirements_for_the_integration/basic_integration)
- If not already requested in your checkout: Implement fields for...
  - B2C: Name of customer, addresses, e-mail, date of birth, telephone number
  - B2B: Company name, addresses, e-mail, VAT ID
  - Payment method "SEPA Direct Debit" or "Pay in 3 via Direct Debit": Bank account owner & IBAN
- Implement [Device Fingerprinting](/docs/developer/device_fingerprinting/device_fingerprinting/) for online shop orders
- For Pay in 3: Implement [technical](/docs/developer/api_integration/payment_1.8/payment_api_documentation/how_to_integrate_ratepay/pay_in_3/) & [legal requirements](/docs/legal/a_legal_requirements_for_the_integration/pay_in_3_integration/)
- For SEPA Direct Debit & Pay in 3 via Direct Debit:
  - [Request SEPA mandate from buyer](/docs/legal/a_legal_requirements_for_the_integration/sepa_integration/sepa_mandate_text)


#### Backend

- [Initialize transaction (PAYMENT_INIT)](/docs/developer/api_integration/payment_1.8/payment_api_documentation/the_ratepay_gateway_operations/place_order/payment_initialization/)
- [Perform transaction with buyer- & shopping basket data (PAYMENT_REQUEST)](/docs/developer/api_integration/payment_1.8/payment_api_documentation/the_ratepay_gateway_operations/place_order/payment_request/)
- Handle [successful transaction / errors / rejections](/docs/developer/api_integration/payment_1.8/payment_api_documentation/responses/quick_start_guide/) and show it in frontend
- Forward [transaction-id](/docs/developer/api_integration/payment_1.8/payment_api_documentation/api_explorer/head/transaction-id/) for followup operations & [descriptor](/docs/developer/api_integration/payment_1.8/payment_api_documentation/api_explorer/content/payment/descriptor/) for Invoicing to ERP
- Optional, when agreed with Ratepay: Seller [sends counter-confirmation for successful processing of transaction (PAYMENT_CONFIRM)](/docs/developer/api_integration/payment_1.8/payment_api_documentation/the_ratepay_gateway_operations/place_order/payment_confirmation/)
- Implement followup operations (e. g. in ERP):
  - [Send confirmation for delivery (CONFIRMATION_DELIVER)](/docs/developer/api_integration/payment_1.8/payment_api_documentation/the_ratepay_gateway_operations/follow_up_operations/confirmation_deliver/)
  - [Send changes in amount or items (PAYMENT_CHANGE)](/docs/developer/api_integration/payment_1.8/payment_api_documentation/the_ratepay_gateway_operations/follow_up_operations/payment_change/)


#### General

- [Do the Testing](/docs/developer/testing/testing)
- [Create or adjust the invoicing document for the buyer](/docs/legal/a_legal_requirements_for_the_integration/customer_correspondences/customer_correspondences)
- Optional & if contractually agreed: [Submit Regular Customers](/docs/reporting/regular_customers/regular_customers_introduction/)
- Optional & if contractually agreed: [Implement Transaction Status API](/docs/developer/transaction_status/introduction/)


## Live

### Logins / credentials

- Get live credentials from your Ratepay representative
- Set up your live environment
- [Give your team members access to ORCA live environment](/docs/orca/english_version/user_management/user_management)


### Finance

- [Settlement files](/docs/reporting/settlement/overview)
- [Clearing files](/docs/reporting/clearing/clearing_files)