CIRCLE PAYMENT / DEVELOPERS
Plan the connection.
Build with clarity.
A starting checklist for the people, systems, and payment flows behind a successful integration.
1. Define the business and the payment flow.
Describe the product, the people using it, and the moment a payment needs to happen. Include whether your customers are individual merchants or sellers on a marketplace.
- Selling channels: online, in person, or both.
- Merchant locations, customer locations, and currency requirements.
- Typical transactions, fulfillment, refunds, and recurring-payment requirements if relevant.
2. Agree the solution and responsibilities.
Circle reviews the appropriate provider, account structure, and integration approach. Confirm which party handles onboarding, checkout, card data, payment results, customer questions, and settlement information.
- Hosted payment flow or an available API connection.
- Your platform’s role and the merchant’s responsibilities.
- Required POS, e-commerce, accounting, CRM, or inventory connections.
3. Get the correct technical access.
Request the documentation for the selected gateway or processor. Confirm how your team receives credentials, which test environment is available, and who authorizes production access. Share credentials only through the agreed secure process.
- Provider-specific API reference and authentication method.
- Test access, sample flows, and supported event notifications.
- Production permissions and the support escalation route.
4. Validate the whole lifecycle.
Plan more than the successful payment. Agree how your integration handles failed or canceled transactions, duplicate requests, refunds, delayed results, and reconciliation using the chosen provider’s documented behavior.
- Successful and unsuccessful payment outcomes.
- Refunds and order/payment status consistency.
- Merchant onboarding, reporting, and support readiness.
YOUR BUSINESS. BETTER CONNECTED.
Let’s connect the right pieces.
Tell us how your business works. We’ll help you find the payment and technology setup that fits.
Talk to Circle Payment