{"_id":"5bdbcd9e187532003ead02c6","project":"59f79e3c584eb200345ceafc","version":{"_id":"5ba178b00a916500030c6a21","project":"59f79e3c584eb200345ceafc","__v":24,"forked_from":"59f79e3c584eb200345ceaff","createdAt":"2015-09-17T03:47:20.956Z","releaseDate":"2015-09-17T03:47:20.956Z","categories":["5ba178b00a916500030c69a2","5ba178b00a916500030c69a3","5ba178b00a916500030c69a4","5ba178b00a916500030c69a5","5ba178b00a916500030c69a6","5ba178b00a916500030c69a7","5ba178b00a916500030c69a8","5ba178b00a916500030c69a9","5ba178b00a916500030c69aa","5ba178b00a916500030c69ab","5ba178b00a916500030c69ac","5afb6888212c690003ae3d3b","5ba178b00a916500030c69ad","5ba178b00a916500030c69ae","5ba2dcbc99f53f0003b97e2c","5babd73fa0ab3e0003ead030","5bb4038be7222e000334dd97","5bb55954478c1300031a44c2","5bb665a1607307000327c81e","5bb6f90229a7fb0003a0650d","5bb7f9bc29a7fb0003a07ac1","5bba58bd7ba7710003bd901d","5bba6dac7ba7710003bd908d","5bba6e257ba7710003bd9090","5bbac87810189c0003e619ea","5bbb9d02b5862c00036266b2","5bbbadb6219c3e000376c2de","5bc417751d1b0000182bf7f6","5bc59e3b2a5b4f0044db5b97","5bc7bbce2262cc0041f6eff2","5bce6a3580a7250031199f34","5bcfac2c4082510019f2d91b","5bcfac3757bed90030e45d68","5bcfac45d305bc0049941539","5bd2a43548bb6f00289c8fad","5bd3a42a026ebe001f66259e","5bd9d5afffe003005b02f97b","5becb7ee85c6b300557662b6"],"is_deprecated":false,"is_hidden":false,"is_beta":true,"is_stable":false,"codename":"","version_clean":"3.2.0","version":"3.2"},"category":{"_id":"5ba178b00a916500030c69a2","__v":0,"project":"59f79e3c584eb200345ceafc","version":"5ba178b00a916500030c6a21","sync":{"url":"","isSync":false},"reference":false,"createdAt":"2015-02-18T03:20:58.779Z","from_sync":false,"order":0,"slug":"introduction","title":"Introduction"},"user":"5557e76e512c300d007730d1","__v":0,"parentDoc":null,"updates":[],"next":{"pages":[],"description":""},"createdAt":"2018-11-02T04:07:58.346Z","link_external":false,"link_url":"","sync_unique":"","hidden":false,"api":{"results":{"codes":[]},"settings":"","auth":"required","params":[],"url":""},"isReference":false,"order":1,"body":"After finalizing your contract, we will assign you a Platform Architect to help as you integrate. Slack channels are also provided for faster communication.\n \n**Basic Housekeeping:**\nHere is a guide to [create an account & setup billing](https://help.synapsefi.com/hc/en-us/articles/215602077-Creating-a-production-account). Please note that site visits are requested for MSBs and those operating in Crypto.\n \n**1.  Schedule an Intro Call with your Platform Architect**\nDuring this call, you will review timelines, integration plans and setup questions.\n \n**2.  Review your Spec Sheet**\nYour Platform Architect will draft a Spec Sheet based on your integration plans. This Spec Sheet will set controls for all API activity. Controls may be changed as needed.\n \n**3. Setup an API Walkthrough**\nSchedule an API Walkthrough with your engineering team to review questions about the API. We are available via your private Slack channel to answer questions as you integrate.\n \n**4. Schedule a Code Review**\nSchedule a code review before going live. We will send you a code review checklist to help you prepare.\n \n**5. Schedule a Compliance Review**\nSchedule a compliance review before (recommended) or right after going live. During this review we will check for notifications, disclosures and other compliance best practices. [Learn more here.](https://help.synapsefi.com/hc/en-us/articles/360005371894-Preparing-for-your-Compliance-Review)\n \n**6. Receive Production Keys**\nNow that your production keys are issued, prepare to go live.\n \n \n**Please Note:** We hold periodic technical and compliance reviews after you go live to ensure your integration is up to date. We also perform free pen-testing to ensure basic security best practices.","excerpt":"","slug":"steps-to-going-live","type":"basic","title":"Steps to Going Live"}

Steps to Going Live


After finalizing your contract, we will assign you a Platform Architect to help as you integrate. Slack channels are also provided for faster communication. **Basic Housekeeping:** Here is a guide to [create an account & setup billing](https://help.synapsefi.com/hc/en-us/articles/215602077-Creating-a-production-account). Please note that site visits are requested for MSBs and those operating in Crypto. **1. Schedule an Intro Call with your Platform Architect** During this call, you will review timelines, integration plans and setup questions. **2. Review your Spec Sheet** Your Platform Architect will draft a Spec Sheet based on your integration plans. This Spec Sheet will set controls for all API activity. Controls may be changed as needed. **3. Setup an API Walkthrough** Schedule an API Walkthrough with your engineering team to review questions about the API. We are available via your private Slack channel to answer questions as you integrate. **4. Schedule a Code Review** Schedule a code review before going live. We will send you a code review checklist to help you prepare. **5. Schedule a Compliance Review** Schedule a compliance review before (recommended) or right after going live. During this review we will check for notifications, disclosures and other compliance best practices. [Learn more here.](https://help.synapsefi.com/hc/en-us/articles/360005371894-Preparing-for-your-Compliance-Review) **6. Receive Production Keys** Now that your production keys are issued, prepare to go live. **Please Note:** We hold periodic technical and compliance reviews after you go live to ensure your integration is up to date. We also perform free pen-testing to ensure basic security best practices.