The 5 to 9 weeks to go-live count from your kickoff call, so finish as much of this list as you can before it. Every item done beforehand leaves more of the kickoff for your setup.
You will get an email invitation to the sandbox at sandbox-app.tratta.io. Accept it and sign in before the call; it saves the first minutes of the kickoff. Then invite your colleagues under Settings > User Management.
Your implementation owner runs onboarding on your side. They make decisions, follow up with your team, and bring in your technical and compliance people when a step needs them.
If we do not hear otherwise, the person who received this onboarding link is your implementation owner. To name someone else, tell your onboarding contact.
We send you the columns we need and set up an FTP folder for your files. You send a sample export from your system with a few rows. Your column names do not have to match ours; we map your file.
Tell us where consumer payments should settle and how many bank accounts will receive them. Each receiving account is part of merchant setup, so we need the count early.
Merchant documents and legal policies are the slowest items to pull together, so start both in your first week. Your merchant services contact sends the document list.
Your compliance team signs off before you launch. Tell us who on your compliance side should join the sessions, or send us your compliance requirements and we will work from those.