Going Live

Overview

Complete this checklist to verify that you've configured and implemented all Pelcro core components correctly before going live with your business.

Outcome: A fully validated Pelcro environment—setup, migrated data, accounting, and key user flows—ready for production use.

Prerequisites:

• Review all Platform guides, relevant Integrations guides, and Accounting & Taxes guides.
• Ensure your customer service team has reviewed the Preparing Your Support Team section.
• Complete setting up your site.

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Contact us at [email protected] if you have any questions or concerns.

1. Validate your Setup

• Complete the steps for setting up your site.
• Review permission levels for all your team members as site collaborators.
• Structure your products, plans, and coupons in a way that makes it easy for you and your team to easily manage and track.
• Ensure you've tested and validated all relevant integrations which will be in-use with Pelcro.

2. Validate your Migrated Data

Ensure that data is migrated into the Pelcro platform accurately by doing the following steps:

• Validate that the total customers and active subscriptions are migrated into Pelcro is the same as in your previous system
• Ensure all open/past due invoices are migrated into Pelcro
• Test a small sample of customers (20-50) and compare it to the previous system
• Ensure customer password reset emails have been triggered during the migration.
• Ensure that all valid credit cards associated with active subscriptions are migrated into Stripe and associated with the customer accounts in Pelcro

3. Validate your Accounting

• Review your Stripe account settings and ensure they are set to your corresponding requirements.
• Make sure to review and understand the accounting documentation outlined here.
• Ensure you are collecting taxes the right way according to the rules and regulations of the countries and regions you operate in.
• Configure the desired flow when an invoice goes unpaid. You can configure this in your Pelcro settings or in your Stripe settings.

4. Validate Key Flows & Functionalities

• Conduct a full end-to-end quality assurance process on all user flows and functionalities

• Test customer creation: Creating a customer via the user interface should result in customers being reflected in your Pelcro account. This ensures that you have the right configuration in the deployment scripts.

• Test credit card payments

  • In a production account, you will have to use a real credit card to test. Below are two different options:
    • You can either charge your credit card and refund it
    • Create a 100% discount coupon and use it with your credit card
  • In a Staging account (only available to enterprise clients), you can use any of the test credit cards which are applicable to each payment gateway.