3. Go-live Checklist
Know how to transfer Live Payments to Linked Accounts using Route Module on the WooCommerce PG Plugin.
You can perform an end-to-end simulation of funds flow in the Test Mode. Once you are confident that the integration is working as expected, switch to Live Mode to accept live payments and transfer them to Linked Accounts.
To accept live payments and transfer funds to Linked Accounts:
- .
- .
You should create Linked Accounts in Live Mode to transfer live payments.
Watch this video to create a Linked Account in Live Mode.
Watch Out!
For Mutual Funds Distributors (MFDs), Linked Accounts with their Asset Management Company (AMC) details are automatically created after they get access to the Route. MFDs do not need to create any Linked Accounts from the Dashboard. Please get in touch with our
for any help on creating Linked Accounts.To create a Linked Account:
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Log in to the Dashboard and click the Route menu.
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Click Accounts tab, and then click + Add Account.
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Enter the Account Name and Account Email in the Add Account pop-up page.
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If you want to enable the Dashboard access for the Linked Account, turn on the toggle bar.
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Click Add.
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On the KYC Form pop-up page, enter Business Details and Bank Account Details, and then click Submit Form.
You have successfully created Linked Accounts.
Watch this video to generate an API Key in Live Mode.
To generate an API Key in Live Mode:
- Log in to the Dashboard and switch to Live Mode on the menu.
- Navigate to Account & Settings → API Keys → Generate Key to generate the API Key for Live Mode.
- Download the keys and save them securely.
- Replace the Test API Key with the Live Key in the WordPress Dashboard and accept actual payments.
You have successfully generated your API keys in Live Mode. Use this pair of Key_ID
and Key_Secret
to accept payments from your customers and route them to the involved third parties using
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