# Onboarding Checklist
source: https://developer.mastercard.com/transaction-notifications/documentation/tutorials-and-guides/onboarding-checklist/index.md

This guide outlines the process and requirements for moving your Transaction Notifications integration from Sandbox to Production. The end-to-end process follows this sequence:

1. **Sandbox Testing Complete** : Validate consent enrollment and transaction notification testing in Sandbox. For more information, see [Testing](https://developer.mastercard.com/transaction-notifications/documentation/testing/index.md).

2. **Request Trial Access** : Submit a production interest request for Trial access. For more information, see [Access the Trial Tier](https://developer.mastercard.com/transaction-notifications/documentation/tutorials-and-guides/onboarding-checklist/index.md#access-the-trial-tier).

3. **Review and Approval**: Mastercard reviews and approves the request based on prerequisites and agreements.

4. **Trial Testing** : Complete Trial onboarding and testing using the Production base URL: `https://api.mastercard.com/openapis`. For more information, see [Testing](https://developer.mastercard.com/transaction-notifications/documentation/testing/index.md).

   Note: Access provided under the Trial tier is time-bound and automatically expires after six months. To maintain uninterrupted access beyond this period, you must transition to the Commercial tier.

   <br />

5. **Request Commercial Access** : Submit a Commercial access request and required artifacts. For more information, see [Access the Commercial Tier](https://developer.mastercard.com/transaction-notifications/documentation/tutorials-and-guides/onboarding-checklist/index.md#access-the-commercial-tier).

6. **Review and Approval**: Mastercard reviews and approves the request based on prerequisites and agreements.

7. **Commercial Testing** : Complete Commercial onboarding and testing. For more information, see [Testing](https://developer.mastercard.com/transaction-notifications/documentation/testing/index.md).

8. **Go Live**.

## Stage Entry and Exit Criteria {#stage-entry-and-exit-criteria}

For details on available plans, see [Available Plans](https://developer.mastercard.com/transaction-notifications/documentation/plans/index.md).

| Stage      | Entry Criteria                                                                                                    | Exit Criteria                                                                                                                                              |
|:-----------|:------------------------------------------------------------------------------------------------------------------|:-----------------------------------------------------------------------------------------------------------------------------------------------------------|
| Sandbox    | Mastercard Developers account and project created.                                                                | Consent and Transaction Notifications sandbox testing completed and Trial request artifacts submitted.                                                     |
| Trial      | * Successful sandbox testing * Approved use case * Webhook details provided and approved * Signed basic agreement | Trial testing completed and Commercial request artifacts submitted. **Note:** Access provided under the Trial tier automatically expires after six months. |
| Commercial | Successful trial testing, approved use case, signed Commercial Agreement.                                         |                                                                                                                                                            |

## Request Production Access {#request-production-access}

Use this section to prepare the request artifacts to transition from Sandbox to Trial and then Commercial plans.

### Access the Trial Tier {#access-the-trial-tier}

After Sandbox testing is complete, request Trial access by sending an email to [transaction.notifications@mastercard.com](mailto:transaction.notifications@mastercard.com).
Include the following artifacts:

* Project details from Mastercard Developers
* Confirmed and approved use case details
* Successful Sandbox testing results
* Signed Basic Agreement

### Access the Commercial Tier {#access-the-commercial-tier}

After Trial testing is complete, request Commercial access by sending an email to [transaction.notifications@mastercard.com](mailto:transaction.notifications@mastercard.com).
Include the following artifacts:

* Project details from Mastercard Developers
* Confirmed and approved use case details
* Successful Trial testing results
* Signed Commercial Agreement

### Provide Service Details {#provide-service-details}

After requesting Production access, provide the service details that Mastercard uses to configure your project. Consult your Mastercard representative about the service detail parameters before you submit the request to streamline the process.

1. Select **Request Production access** from the **Details \> Summary** page.

   ![Select Request Production access](https://static.developer.mastercard.com/content/transaction-notifications/documentation/tutorials-and-guides/images/request-production-access-new.png "Select Request Production access")
2. Select the APIs you want to enable for production access: **Consents** and **Transaction Notifications**.

   ![Select APIs for production access](https://static.developer.mastercard.com/content/transaction-notifications/documentation/tutorials-and-guides/images/select-apis-production-access.png "Select APIs for production access")
3. Complete the **Service details** form for your project.

   ![Transaction Notifications service details form](https://static.developer.mastercard.com/content/transaction-notifications/documentation/tutorials-and-guides/images/service-details-form.png "Service details form")

The following table explains each service detail parameter.

| Parameter                                                               | Description                                                                                                                                                                                                                                                                                                                                          |
|:------------------------------------------------------------------------|:-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|
| How will you enroll cards in Production?                                | Select the enrollment type that matches your agreed card enrollment flow: * **Individual enrollment** --- each cardholder enrolls their card and provides consent individually using the Consents API or Consents UI. * **Bulk Upload** --- consents have already been obtained from cardholders, and cards are enrolled in bulk using the Bulk API. |
| Individual enrollment authentication                                    | Visible only when **Individual enrollment** is selected above. Select the authentication method used during individual enrollment. Defaults to **ASI** (Account Status Inquiry) **and 3DS** (3-D Secure). **ASI only** or **3DS only** require approval from your Mastercard representative.                                                         |
| Product type                                                            | The products that are allowed to be enrolled. Enrollment of products that are not selected is rejected with the error `card.type.blocked`. Allowed values: Commercial Credit, Commercial Debit, Commercial Prepaid, Consumer Credit, Consumer Debit, Consumer Prepaid.                                                                               |
| Webhook selector                                                        | The webhook selector you have chosen. For more information, see [Configure Multiple Webhooks](https://developer.mastercard.com/transaction-notifications/documentation/tutorials-and-guides/webhook/index.md#configure-multiple-webhooks).                                                                                                           |
| Transaction notifications webhook URL                                   | The URL endpoint to which authorization notifications are delivered.                                                                                                                                                                                                                                                                                 |
| Clearing notifications webhook URL                                      | **\[Only for customers using clearing notifications\]** The URL endpoint to which clearing notifications are delivered.                                                                                                                                                                                                                              |
| Do you need to add additional webhook URLs?                             | Select **Yes** if you want to provide additional webhook selectors and their associated webhook URLs.                                                                                                                                                                                                                                                |
| Do you want to enable payload encryption for transaction notifications? | Select **Yes** if you require additional encryption of the payload.                                                                                                                                                                                                                                                                                  |
| Transaction notifications filters                                       | Additional agreed transaction notification filters. Authorization messages of the selected types are not delivered to your webhook: * No ASI * No Declines * No tokenization (for example, Apple Pay enrollment messages)                                                                                                                            |
| Additional data elements                                                | Additional agreed data elements provided in transaction notifications to your webhook. Adding data elements requires prior agreement with your Mastercard representative.                                                                                                                                                                            |

4. Update your service details later, if needed.

   After your request is approved, you can update your service details at any time by navigating to **Details \> Summary \> Transaction Notifications \> Manage \> View Details**, as shown below.

   ![Transaction Notifications service details update](https://static.developer.mastercard.com/content/transaction-notifications/documentation/tutorials-and-guides/images/service-details-update-view.png "Service details update")

   Select **Edit** in the top right of the page to modify your details.

   ![Transaction Notifications service details edit](https://static.developer.mastercard.com/content/transaction-notifications/documentation/tutorials-and-guides/images/service-details-update-edit.png "Service details edit")
   Note: Consult your Mastercard representative about any changes before you update to streamline approval.

## Expected Timeframes {#expected-timeframes}

|           Stage           |                       Expected Timeframe                        |
|---------------------------|-----------------------------------------------------------------|
| Access to Trial tier      | Within 20 business days of receipt of all required information. |
| Access to Commercial tier | Within 20 business days of receipt of all required information. |

## Escalation Paths {#escalation-paths}

If your production access request is delayed or you need assistance at any stage:

* **Primary Support:** Contact the Transaction Notifications team at [transaction.notifications@mastercard.com](mailto:transaction.notifications@mastercard.com).
* **General API Support:** Contact [APISupport@mastercard.com](mailto:APISupport@mastercard.com).
* **Your Mastercard Representative:** If you have an assigned Account Manager, contact them directly for priority escalation.

Include your **project name** , **CID**, and a description of the issue when reaching out.