Go-live checklist

Learn about testing your integration before deploying and going live.

This page includes details for setting up your environment and testing your integration to ensure everything works as planned.

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Order management functions

It's important to review your order management functions before entering the testing phase. Processing orders (capture, void, refund, and partial refund) in BigCommerce updates the order status in the Affirm dashboard. While you can process orders in the dashboard, we strongly recommend using BigCommerce to keep order status synced with Affirm rather than manually updating the Affirm dashboard. For more information on processing orders in BigCommerce, refer to their documentation.


:white-check-mark: Sandbox development

Before going live with your Affirm integration, we suggest testing your integration in your development environment connected to our sandbox. To use our sandbox, retrieve your sandbox API keys at https://sandbox.affirm.com/dashboard/#/apikeys for use during integration.

:white-check-mark: Connect to the live Affirm environment

1. Retrieve your live API keys at https://affirm.com/dashboard/#/apikeys.
2. In the Business Manager main page, go to Merchant Tools > Site Preferences > Custom Site Preferences > Affirm.
3. Enter the Affirm Public Key and Affirm Private Key you just retrieved from the Affirm merchant dashboard
4. In the Business Manager go to Administration > Operations > Services > Service Credentials -> Affirm.
5. Enter the Affirm Public Key and Affirm Private Key as the User name and Password.
6. Set Affirm Mode to Live.


:white-check-mark: Go-live

After you've connected to our live environment and we've tested your integration, you're ready to launch to your production environment and offer Affirm as a payment option to your customers.


Other helpful resources

Questions? Head over to our FAQs for answers to some common questions about your integration.

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