You've built your integration, and now it's time to take it from backstage to the spotlight. Let's walk through the process of testing and going live with your Kuda Business API integration.
User Acceptance Testing (UAT)
Before we roll out the red carpet, we need to make sure everything's working perfectly. That's where User Acceptance Testing comes in.
Complete initial testing: Ensure you've tested each service and are getting the right responses.
Initiate UAT: Reach out to the Kuda team to start the UAT process. This collaborative testing ensures you've successfully integrated and tested all API behaviors.
Run through test cases: Work with the Kuda team to methodically test each scenario. We'll be looking for any hiccups or unexpected behavior.
Document and fix issues: If we spot any issues, we'll document them and work together to squash those bugs.
Final approval: Once all tests pass with flying colors and you're satisfied with the outcome, we'll give you the thumbs up to proceed to the next stage.
Remember, thorough testing now means fewer headaches later!
Preparing for Go-Live
Going live is like launching a rocket - you need to run through your pre-flight checklist to ensure a smooth liftoff. Here's what you need to tick off:
Ensure you have a Kuda Business account. If not, get one here
Read, accept, and sign all agreements and documents related to your integration. You can access these at our Sign-offs & Agreements page
Change your "dummy" trade-name to your internal app trade-name and update your webhook URL (this is crucial for generating virtual accounts)
Complete the UAT with the Kuda support team
Perform sanity checks on your system before toggling to Live
Obtain live credentials (more on this in the next section)
Update all API endpoints to point to the live environment
Set up monitoring and alerting systems
Prepare your customer support team for potential queries
Obtaining and Managing Live Credentials
Time to swap out those training wheels for the real deal. Here's how to get your live credentials:
Access your developer profile: Visit your Business API section on the web app to get your new credentials.
Switch to Production URL: Update your integration to use the live API endpoints.
Generate a new API key: Create a fresh API key for the live environment.
Get a bearer token: Obtain a new bearer token for authentication in the live environment.
Test live environment:
Call the LIVE bank list service
Test all financial and non-financial attributes
Secure storage: Store your live API key in a secure location. Remember, this is the key to your kingdom - guard it well!
Update your systems: Replace all instances of your test API key and URLs with the new live ones.
Note: When you switch between environments, your credentials change. Always check your account profile for the latest credentials and ensure you've updated all instances in your integration.
Common Issues and Troubleshooting During Go-Live
Even with the best preparation, sometimes things don't go according to plan. Here are some common hurdles and how to leap over them:
Connection issues:
Double-check that you're using the correct live API endpoints.
Verify your internet connection and firewall settings.
Authentication errors:
Ensure you're using the live API key, not the test one.
Check that your bearer token is valid and hasn't expired.
Unexpected responses:
Compare the response format with the API documentation.
Check if there have been any recent API updates.
Performance issues:
Monitor your API call volume and check if you're approaching any rate limits.
Optimize your integration to reduce unnecessary API calls.
Data discrepancies:
Verify that all test data has been cleared from your systems.
Double-check the data you're sending in your requests.
Remember, if you encounter any issues you can't resolve, don't hesitate to reach out to our support team. We're here to ensure your go-live is a success!
Going live is an exciting milestone in your Kuda Business API journey. With careful preparation and testing, you'll be up and running smoothly in no time. If you need more detailed information on any of these steps, check out our comprehensive API documentation or get in touch with your account manager. Here's to a successful launch!