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Launch checklist

  Less than to read

These are the recommended steps to take before launching your Sage Banking Service integration into production and live to customers. While they might not all be required for the minimal operation of your solution, these steps will help make your integration more robust, secure, efficient, and maintainable.

You can use the checkboxes to keep track of your progress.

Production ready


Posting transactions

Securing your solution

Go Live

Support process

We want to provide the best experience for our mutual customers choosing to use the Banking Service. As users are connecting through a Sage product, our support team will often be first to identify issues. A clear support proccess must be created to allow us to submit issues to you for escalation.

What’s next?

After you have completed sandbox testing, you are ready to move into production. Find out how to upgrade to beta with Stage 4. Go live and support.

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