Before you can onboard merchants and process live payments, your platform must be approved and configured with BlueSnap. This establishes your embedded payments program, confirms your business and operating model, supports compliance review, configures your account, and prepares your team for launch.
This guide describes how to set up your platform. For information about setting up merchants after your platform is approved and configured, refer to Merchant Onboarding.
The Onboarding Process
Go live with your platform in three steps:
Implementation timelines vary based on your integration scope, business model, and development resources. Some onboarding steps may happen concurrently or in a different order depending on your implementation plan.
1. Register Your Platform
Contact BlueSnap to get started. You will be asked to share details about your business and how you plan to use embedded payments, such as:
- Business and company details
- Contact information
- Description of your platform and use case
- Expected transaction volume and regions
- Bank account details for settlements
After your information is submitted, BlueSnap reviews your application and begins configuring your platform account for implementation and live processing.
2. Implement
During this phase, BlueSnap works with your product and development teams to guide implementation and prepare for launch. This includes defining your business model and configuring your account settings.
You’ll work with:
- An Implementation Engineer (technical integration)
- A Partner Manager (business and operational planning)
Planning may cover:
- Merchant application experience, including hosted, white-label hosted, or API-based onboarding
- Verification follow-up, including who collects and submits additional merchant documents
- Merchant relationship model, including merchant support, reporting access, and BlueSnap Merchant Portal access
- Pricing configuration
- Payment flows and payment methods
- Platform fees, split payments, and payout configuration
- Subscriptions, if applicable
- Fraud prevention, disputes, and chargebacks
- Testing, certification, and launch planning
3. Launch
Before launch, your implementation engineer reviews your integration to confirm that all required onboarding, payment, webhook, reporting, and operational flows are ready for production. After certification is complete, BlueSnap enables your platform for production use.
After launch, your partner manager continues to support your program with:
- Performance reviews and optimization recommendations
- Guidance on product updates, regulatory changes, and payment network rule or fee updates
- Support for high-volume periods and key events
Next Steps
After your platform onboarding process begins, continue with:
- Merchant Onboarding to set up your application and onboard merchants.
- Merchant Verification & Setup to handle additional document requests and testing.
- Processing Payments to handle payments for your merchants.