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Certification Process Guide

Introduction​

The EPS certification process is simple and straightforward, consisting of customized tests based on your unique workflow and directed by one of our knowledgeable Technical Support Engineers (TSE). Using their experience and expertise, our TSEs focus on the most meaningful tests to ensure the quality of your integration in the quickest time possible.

Below are the details of the SmartPay Merchant Boarding certification process, to give you an overview of what to expect.

Getting Started​

Before requesting a certification, you will need to make sure you have the following items.

  • A detailed workflow showing all web methods being leveraged in your code through either a written step-by-step guide or a visual diagram
  • A brief write-up of your specific business use case, including what services you will be enabling for your customers
  • Certification request form filled out with the information listed above (located in the Downloads section)

Once you are ready to begin certification, contact the EPS Tech Integrations Team to request a certification into production and provide your completed certification request form. One of our TSEs will contact you with further instructions and will work with you to complete the certification.

Certification Process​

The following is a high-level process workflow that describes the overall integration and certification process.

  1. You will receive a response from a TSE to confirm the details of your certification request, and if further clarification or items are needed in order to proceed, the TSE will ask for those at this time.
  2. The TSE will build a customized testing plan based upon the information provided about your integration and will provide next steps for completing the testing.
  3. Once the testing plan is returned, the TSE will review the tests to confirm there are no issues.
    • If there are any issues or concerns, the TSE will send the findings back with notes as to why and what changes are needed to correct the issue.
    • When the changes have been updated, the TSE will review them again.
  4. When all workflows and testing scenarios have been validated and have passed, the TSE will send an API certification letter, including the details of what was tested and the test results.
  5. At this point, the integration will be considered complete. The TSE will hand you back over to your Implementation Coordinator for any final installation tasks and to obtain your production credentials.