background

Complete onboarding checklist

Tags:configurationonboardingchecklistguidesetupvalidate

Setting up your Twikey environment is an essential step in streamlining your payment processes and ensuring a seamless experience for both you and your customers. Twikey offers a range of powerful tools and features that can be tailored to your specific needs, but proper configuration is key to maximizing its potential.

In this guide, we'll walk you through a checklist to help you configure your Twikey environment efficiently and effectively. From initial account setup to customizing payment flows, we'll cover the essential steps to ensure your Twikey integration aligns perfectly with your business goals.

Let's delve into the details to make sure your Twikey environment is perfectly configured to meet your needs.

Download & print the checklist and work your way through.
Deliver the processed checklist to Twikey for a final check.
If for some reason something is not configured as it should be, please read our support articles or contact our support.

PREREQUISITES

  • Verify if you have a valid creditor contract
  • Verify if you have a valid Payment Service Provider (PSP) contract (if applicable)

ACCOUNT

  • Enable 2 factor authentication for more security (recommended)
  • Verify your company information details (the company email is used for informing you about all changes in the environment)
  • Verify your selected company options (changes by Twikey support only)
  • Verify your invoicing/billing details

USERS

  • Verify if all necessary users are created with their corresponding roles
  • Verify your emergency contact (recommended)

PAYMENT HUB

  • Verify if all necessary gateways are activated

BRANDING

  • Verify your domain name(s) (xxx.twikey.com - used in online flows - changes by Twikey support only)
  • Verify your company logo(s) (used in e-mail and online flows)
  • Verify your PDF logo(s) (used on the agreements)
  • Verify your style settings (used in online flows)

PROFILES

  • Verify if all necessary profiles are created (types/accounts/brands/languages,...)

GENERAL

  • Activate your preferred languages
  • Verify your type of agreements
  • Verify your creditor ID
  • Verify the prefix of your agreements
  • Verify the agent of the profile(s)
  • Verify the state of the profile(s)
  • Verify if the necessary profiles are linked to each other (in case a profile type 'contract' is activated)

PAYMENTS (if applicable)

  • Verify your account number (IBAN) and activated bank connection
  • Verify your payment branding
  • Verify your standard payment plan (if applicable)
  • Verify your failed payment strategy settings — Twikey sets up a standard base configuration for you at go-live (retry for soft failures, payment link for hard failures, mandate suspension for technical failures). Review whether this matches your business needs and adjust if necessary. See Transaction failed — what now? for the standard setup and Setting up a failure management scheme to customise it.

INVOICES (if applicable)

  • Verify your invoices options
  • Verify your invoices payment page options

INTERACTION

  • Verify your 'Thank You' page settings
  • Verify your 'From' email
  • Verify your 'Support' email

EMAILS

  • (De-)activate your preferred mail templates
  • Verify the mail text and language per mail template
  • Verify the recipients of each mail template

SMS (only applicable when activated by Twikey support)

  • Verify your SMS text per type

OPTIONS

  • Verify your agreement settings
  • Verify your customer's settings

SIGNING

  • Verify your signing options (changes only by Twikey support)

ATTRIBUTES (if applicable)

  • Verify your attributes and the settings per attribute

IMPORT EXISTING AGREEMENTS (if applicable)

  • Verify whether you need to import existing agreements
  • Verify if the imported data is correct

API (only applicable in case of technical integrations with other parties)

  • Verify if your API key(s) is/are activated
  • Verify your API options (admin/scope)
  • Verify and test your webhook URL

INTEGRATIONS

MAIL SETTINGS

  • In case of Twikey SMTP - Check SPF & DKIM configuration and perform a test to save the settings
  • In case of own SMTP - Check your credentials and perform a test to save the settings

BANK

  • Verify if you have an activated bank gateway within Twikey (if applicable)

PAYMENT SOLUTIONS

  • Verify if your Payment Service Provider has been activated (multiple by Twikey support only)
  • Verify your payment methods within your PSP
  • Verify your Direct Debit settings within your PSP (if applicable)

DUTCH INTEGRATIONS (only applicable for Dutch customers)

  • Verify if Digitaal Incassomachtigen (DIM) is activated on the applicable profile(s)
  • Verify if Ideal by bank is activated (if applicable)

OTHER INTEGRATIONS

  • Verify if your preferred integration(s) is/are activated (email/accounting package/add-on)
  • Verify if the configuration of the 3rd party integration(s) is correctly configured
  • Perform a test on each activated integration
  • Activate the free bank-switching service (only applicable for BE customers)

TEST & VALIDATE

  • Execute a validation test to ensure all requirements are met
Last Update: 2026-03-16