# Integration overview

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⏱ 3 min
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👤 Merchant Onboarding Team (Marcel K.)
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

- Install & configure the Ratepay module for your shop system


#### 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 GTC](/docs/legal/a_legal_requirements_for_the_integration/basic_integration)


#### Backend

- Forward transaction-id for followup operations & descriptor for Invoicing to ERP
- 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)