Clients go live in 5 to 9 weeks, counted from the kickoff call. You are live on the day your first real consumer payment processes through Tratta. Start with Getting Started, which lists what your team does before kickoff.
Every client moves through the same five milestones.
| Milestone | What happens | What we need from you | How you know it is done |
|---|---|---|---|
| Discovery | We agree on what launches first. | Name your implementation owner. | Your launch scope is written down and your owner is named. |
| Sandbox setup | We build your setup in the sandbox and draft the import for your data file. | Sign in to the sandbox yourself and send a sample export. | You can sign in on your own, and your sample file passes our checks. |
| Go-live readiness | Your daily file starts importing automatically and your merchant accounts are approved. | Review and approve what your consumers will see. | Three automated imports in a row succeed, you have approved the consumer experience, and your merchant accounts are approved. |
| Production ready | We move your setup from the sandbox to production and test your merchant accounts. | Confirm your launch date and launch team in writing. | Your production file is imported and your launch date is confirmed in writing. |
| Launched | Real consumers start paying. | Nothing extra. | Your first real consumer payment processes through Tratta. |
Each kind of client also gets a short addendum covering what differs for them:
Your account executive sends a handoff email that introduces your onboarding contact, who has already been briefed on what you bought and why. Your onboarding contact runs your sessions and is your first stop for any question. Payment processing is set up with a merchant services contact on a separate track. Before launch you meet your account manager, who stays with you after. Compliance questions get a same-day acknowledgment and a checked answer.
The Tratta Onboarding Team
Client Onboarding Guide: What to Expect