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Before going live with Pooler, ensure you’ve completed all the necessary steps to ensure a smooth production launch. This checklist covers everything from account verification to testing and monitoring.

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Pre-Launch Requirements

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Account Verification

1

Complete Business Registration

Provide all required business information in your dashboard:
  • Business name and registration details
  • Business address and contact information
  • Tax identification numbers (where applicable)
  • Business registration documents
2

Verify Business Details

Ensure all business information is accurate and matches your official registration documents.
3

Submit Compliance Documents

Upload required compliance documents:
  • Business registration certificate
  • Tax identification documents
  • Proof of address
  • Identity verification for authorized signatories
4

Complete KYB Process

Complete Know Your Customer (KYB) verification for your business and authorized users.

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Technical Preparation

1

Test Integration Thoroughly

Complete end-to-end testing in test mode:
  • Test all payout payment flows
  • Test recipient management
  • Test webhook delivery
  • Test error handling and edge cases
2

Implement Error Handling

Ensure your application handles:
  • API errors gracefully
  • Network timeouts
  • Payment failures
  • Webhook delivery failures
  • Rate limiting
3

Set Up Logging and Monitoring

Implement logging for:
  • All API requests and responses
  • Payment status changes
  • Webhook events
  • Error conditions
4

Configure Webhooks

Set up webhook endpoints to receive real-time notifications:
  • Payment status updates
  • Virtual account transactions
  • Error notifications
  • Test webhook delivery in test mode
5

Implement Idempotency

Use idempotency keys for all payment and recipient creation requests to prevent duplicate transactions.

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Security Checklist

1

Secure API Keys

  • Store API keys securely (use environment variables or secret management)
  • Never commit API keys to version control
  • Use different keys for test and production
  • Rotate keys regularly
  • Implement key rotation procedures
2

Enable HTTPS

Ensure all API calls are made over HTTPS (never HTTP).
3

Implement Webhook Signature Verification

Verify webhook signatures to ensure requests are from Pooler. See Webhook Signature Security for details.
4

Review Access Controls

Implement proper access controls:
  • Limit who can access API keys
  • Use least privilege principles
  • Monitor API key usage

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Financial Preparation

1

Understand Fee Structure

Review and understand:
  • Transaction fees
  • Currency conversion rates
  • Payment route costs
  • See Transaction Fees for details
2

Set Up Prefunded Float

If required, set up prefunded float account:
  • Understand float requirements
  • Complete float setup process
  • See Prefunded Float for details
3

Configure Payment Limits

Set appropriate payment limits based on your business needs and risk profile.
4

Plan for Reconciliation

Set up processes for:
  • Transaction reconciliation
  • Balance monitoring
  • Dispute handling

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Go-Live Process

1

Request Live Mode Activation

Contact support at tech@usepooler.com to request live mode activation. Include:
  • Your business account ID
  • Confirmation that all checklist items are complete
  • Expected transaction volumes
2

Review Account Status

Verify in dashboard that:
  • Account status shows “live” or “ready for live”
  • All compliance documents are approved
  • Payment limits are configured correctly
3

Switch to Live API Keys

Update your application to use live API keys:
  • Replace test API keys with live keys
  • Update base URL to production endpoint
  • Test with a small transaction first
4

Perform Smoke Tests

Run a series of small test transactions:
  • Create a test virtual account
  • Send a small test payment
  • Verify webhook delivery
  • Check transaction status

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Post-Launch Monitoring

1

Monitor Transaction Success Rate

Track:
  • Successful vs failed transactions
  • Average processing times
  • Error rates by type
2

Monitor Account Balance

Regularly check:
  • Account balance levels
  • Float requirements
  • Pending transactions
3

Set Up Alerts

Configure alerts for:
  • Low account balance
  • High failure rates
  • Webhook delivery failures
  • Unusual transaction patterns
4

Review Webhook Logs

Monitor webhook delivery:
  • Check delivery success rates
  • Review failed deliveries
  • Ensure all events are being processed
Start with small transaction volumes and gradually increase as you gain confidence in your integration.
Always test thoroughly in test mode before going live. Live transactions are real and irreversible.