Before taking your application live in the Embedly production environment, it’s essential to complete several pre-going live activities. These steps ensure that your integration is secure, compliant, and fully tested, preventing issues when handling real data and transactions.

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Pre-Going Live Checklist

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1: Finalize API Integration in Staging

Before going live, ensure that your API integration is fully tested in the staging environment. The staging mirrors the production environment but uses mock data, allowing you to test without affecting live systems.
Run through all key API calls—like creating customers, creating wallets, processing payments, and querying data—to ensure your integration behaves as expected. Pay close attention to authentication, error handling, and data validation.
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2: Conduct Security Audits

Security is paramount when going live. Ensure your system meets industry-standard security practices, such as:
  • API Key management: Safeguard your API keys, using secure storage and regular rotation.
  • Authentication: Ensure secure authentication mechanisms are in place for users and administrators.
Failing to secure your integration can lead to data breaches, unauthorized access, and service disruptions. Perform regular security audits to safeguard sensitive information.
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3: Complete KYC and Compliance Requirements

Embedly requires all merchants to complete Know Your Business (KYB) and compliance checks before moving to production. Ensure that:
  • You have provided accurate information about the business and its representatives.
  • All required documents (such as government-issued IDs and business certificates) are uploaded.
  • Your business is compliant with regional regulations (e.g., GDPR, PCI DSS).
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4: Set Up Production API Key

Once you’ve tested your integration in the staging, it’s time to switch to the production environment. To do this, you’ll need to:
  • Retrieve your production API key from the Embedly Dashboard.
  • Update your application’s configuration to use the production base URL and keys.
Do not use staging keys in the production environment. Make sure to update your credentials to production API keys before going live.
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6: Enable Real-Time Monitoring and Alerts

When your application goes live, it’s critical to have real-time monitoring and alerts set up to track transactions and system health. Ensure that:
  • You’ve enabled alerts for errors, failed transactions, or system downtime.
  • You have transaction logging enabled to monitor API requests, response times, and errors.
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7: Prepare for Post-Go-Live Support

Ensure you have a support plan in place for post-launch activities. This includes:
  • User support: A strategy to handle customer inquiries and troubleshoot issues.
  • Technical support: A team ready to handle technical issues with API integration, authentication, or transaction processing.
  • Monitoring ongoing compliance: Ensure ongoing regulatory compliance and be ready to address new requirements.
Staying proactive about customer and technical support can prevent disruptions and help maintain user trust post-launch.

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Final Reminders

  • Testing in Staging: Always ensure your API works seamlessly in the staging before moving to production.
  • Security: Perform regular audits and use best practices for api key management.
  • Compliance: Complete all KYC requirements and ensure your business complies with local regulations.
  • Support Plan: Have a post-launch support strategy in place for both technical and customer support.
Once you’ve completed the steps above, you’re ready to go live with Embedly. Ensure you’ve carefully reviewed each step to guarantee a smooth and secure transition to the production environment.