PSP integration timelines: the dependencies that matter
Merchant access, payment methods, callbacks and testing define a PSP rollout. Learn what to include in the implementation scope.
The timeline starts with a usable provider contract
A PSP connection includes more than a deposit button. The broker needs the merchant service enabled, credentials for the right environment, a documented payment flow and a way to confirm the final transaction state. Those dependencies shape the schedule.
Define the flow before implementation
Confirm the countries, currencies and methods the merchant account can actually use. Decide whether the CRM redirects to a hosted checkout, how the client returns to the portal and which reference connects the provider transaction to the wallet request.
Deposits, card refunds and payouts are separate flows. A provider supporting one of them does not establish that all three are included in the merchant contract or connector scope.
Demonstrate the important states
| Scenario | Expected result to verify |
|---|---|
| Successful deposit | Confirmed provider amount maps to the correct wallet request |
| Client leaves checkout | Request remains traceable and can be checked later |
| Repeated callback | The same payment does not create a second credit |
| Amount or currency differs | The exception follows the agreed review process |
| Withdrawal or refund | Staff can see its request, decision and final provider status |
Agree responsibilities
The provider supplies access and enables the merchant services. The broker confirms the commercial account and operational rules. BrokerTech configures the agreed connector and tests the CRM flows with the required provider access.
Existing connectors and a new integration have different implementation work. Professional CRM includes 3 PSP integrations. Additional provider work and third-party fees are confirmed in the proposal. A universal delivery promise would hide the dependencies that matter to your launch.
Connect payments to the wider operation
Review KYC gates, withdrawal approvals, card verification, notifications and reconciliation alongside the connector. Bring the provider documentation and required methods to a demo, or review the CRM.