We want to make sure your users first experience is flawless. Part of ensuring that experience relies on our ability to test the end to end integration, involving all of the PayRecs connections.
The best way to accomplish this, is by setting up a Test Profile in Q2. Many FI's already have this for previous integrations. If you don't have this already, we highly recommend it.
The requirements for this test profile are as follows:
Must have at least 1 DDA with $10 or more in balance - we'll be performing a test transaction. This will not be processed and we can rollback the transaction before days end. Don't worry, we'll be doing this first test with you on a shared call and won't ever run this without your permission.
User credentials shared with PayRecs - please provide a dedicated PayRecs login and password to a new or existing user. The login name can be something like "PayRecsTest."
MFA - If your institution requires MFA (Secure access target/code), we can provide you with a number and/or a Symantec VIP token if that is enabled at your institution.
Q2 Entitlement/Permissions - the user that you provide us must have:
Entitlement to the DDA on the profile (View, WIthdraw, Deposit)
Funds Transfer enabled with sufficient limits, no dual action or authorization token enabled
PayRecs Feature enabled
One the test profile and user have been created, provide us with:
Login User ID
Password
CustomerID (See below)
