Go-live checklist

Use this checklist when you are ready to move your PayMongo integration from test mode to live mode. It covers the milestones that apply to every integration, with links to detailed product-group checklists where the work lives.

Who this checklist is for

Anyone preparing to launch a PayMongo integration. Whether you built the integration through the Dashboard, an e-commerce plugin, or the API, the items below apply. The deep step-by-step setup lives in the product-group checklists linked from each item.

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Before you start: You need an active PayMongo account. If you do not have one yet, sign up first.

Launch milestones

Confirm sign-up, KYC, and KYB are complete

Sign up at the PayMongo Dashboard. KYC and KYB are part of the sign-up flow and you cannot skip them. KYC covers identity verification (email and SMS verification, a liveness check, government ID submission, and face match verification). KYB covers your Business profile (legal and trade name, industry, business address, TIN, tax classification, and the supporting entity documents per your entity type).
Confirm your payment channel choice

Decide how customers reach checkout: Hosted Checkout, Payment Links, Payment Pages, Storefront, or an e-commerce plugin (Shopify, WooCommerce, Magento). You can use more than one. For the full channel setup, see the Payment Channels go-live checklist.
Confirm your Payment Acceptance capabilities

QR Ph is active by default once your account is activated. For other methods (Cards, GCash, GrabPay, Maya, ShopeePay, BNPL, direct online banking, Google Pay), open Settings → Payment Methods and activate each one you will use. Some methods are self-service. Others need a manual request: email [email protected] if a method you need is not self-service. See Account capabilities. For per-method integration steps, see the Payment Acceptance go-live checklist.
Confirm your payouts are set up

Acceptance proceeds land in your PayMongo Wallet by default. To move funds to a bank account or e-wallet, confirm your wallet status is Enabled (not Closed-loop) under Money Movement → Wallets. Then set up a Workflow in the Dashboard to auto-forward payouts to your chosen destination. For the full payout setup, see the Money Movement go-live checklist.
Confirm your webhook handler is ready

Webhooks deliver async status updates from PayMongo to your application. You need them for payment status, refund status, payout status, and dispute notifications. If you skip webhooks, you have no reliable way to know when an event happens server-side. For the full webhook setup, see the Developer Tools go-live checklist.
Confirm your API keys are secured

If your integration uses the API, move your public and secret keys into environment variables or a secrets manager. Do not commit them to source control. Use separate keys for test and live environments. For full API security steps, see the Developer Tools go-live checklist.
Confirm a live mode smoke test passes

Switch to live mode and run one small real payment through each channel you offer. Refund yourself after. Confirm the payment shows in the Dashboard and the corresponding webhook event arrives at your endpoint.

Next steps

Each milestone above links to a product-group checklist with the full step-by-step setup. Pick the ones that match your integration: