# Partner Integration Checklist

Before going live, verify that the following steps are complete:

1. **API access** – Create credentials, test all endpoints in the sandbox, and configure automatic token renewal.
2. **Customer onboarding** – Implement required Journeys for KYC/KYB, account opening signing as well as fund unit transfers and allocation plans.
3. **Order & cash handling** – Integrate the full order flow (create, monitor, cancel) and map settlement events to your customer experience.
4. **Webhooks & subscriptions** – Set up callbacks or WebSocket connections to receive live updates.
5. **Reconciliation & reporting** – Retrieve up-to-date balances, transactions and statements directly from Fondo's API for display in your own interface or for downstream reporting, without maintaining a separate ledger.