# 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

## 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.