Partner Certification Checklist

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Overview

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Core Capabilities (Required for All Partners)

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Tax Calculations

• Calculate tax on new orders/transactions
  • Integration calls Kintsugi API with order details
  • Receives accurate tax amounts for all line items
  • Returns tax to customer at checkout/invoicing
• Handle order modifications correctly
  • Updates tax when order details change
  • Recalculates when shipping address changes
  • Handles item additions/removals
• Process refunds with proper tax handling
  • Calculates tax refund amounts correctly
  • Supports full and partial refunds
  • Reports refunds back to Kintsugi

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Transaction Syncing

• Sync committed transactions only
  • Only send transactions after payment is received/committed
  • Do not send quotes, estimates, or abandoned carts
  • Include all required transaction metadata
• Report transaction lifecycle events
  • Order creation (after commitment)
  • Order fulfillment
  • Refunds/cancellations
  • Order modifications (if supported)
• Maintain transaction accuracy
  • Line items match actual order contents
  • Amounts are accurate (subtotal, tax, total)
  • Timestamps reflect actual transaction dates

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Address Validation & Handling

• Send complete address information
  • Street address, city, state, postal code, country
  • Follow Kintsugi address format requirements
  • Handle multi-line addresses correctly
• Handle address validation responses
  • Display clear errors when address is invalid
  • Implement fallback behavior for mismatches
  • Support address correction flows
• Test address edge cases
  • State/zip mismatches
  • City/zip mismatches
  • Incomplete addresses
  • International addresses (if supported)

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Platform-Specific Requirements

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For Billing/Subscription Platforms

• Handle quote-to-cash lifecycle
  • No transaction sync during quote phase
  • Transaction sync only after invoice is paid/committed
  • Support invoice state transitions
• Support credit notes
  • Calculate tax on credit notes
  • Report credit notes to Kintsugi
  • Handle partial credit notes
• Support debit notes (if applicable)
  • Calculate tax on debit notes
  • Proper debit note reporting
• Handle ad-hoc charges
  • Tax calculation for one-time charges
  • Sync ad-hoc charges as transactions
• Support consolidated invoices (if applicable)
  • Proper tax calculation on rolled-up invoices
  • Accurate transaction reporting

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For E-commerce/Shopping Carts

• Calculate tax at checkout
  • Real-time tax calculation during checkout flow
  • Update tax when cart changes
  • Handle multi-item carts correctly
• Handle abandoned carts appropriately
  • Do not sync abandoned carts as transactions
  • Only sync after payment is complete
• Support order status changes
  • Track order through lifecycle (pending → paid → fulfilled)
  • Report status changes to Kintsugi

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For ERP/Accounting Software

• Distinguish quotes from invoices
  • Do not sync quotes as committed transactions
  • Only sync invoices that are paid/finalized
  • Handle quote-to-invoice conversion
• Support multi-entity scenarios (if applicable)
  • Tax calculation per entity
  • Proper entity identification in API calls
• Handle complex approval workflows
  • Only sync after approval/commitment
  • Track workflow states correctly

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For OMS/IMS Systems

• Handle multi-warehouse scenarios
  • Accurate origin address for tax sourcing
  • Proper ship-from location handling
• Support drop-ship scenarios (if applicable)
  • Correct tax calculation for drop-ship orders
  • Accurate vendor/shipper location data
• Multi-channel order aggregation
  • Consistent tax handling across channels
  • Proper source tracking per channel

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API Integration Best Practices

• Authentication & Security
  • Secure API key storage
  • HTTPS for all API calls
  • Follow OAuth best practices (if applicable)
• Error Handling
  • Gracefully handle API errors
  • Display clear error messages to users
  • Implement retry logic for transient failures
  • Log errors for troubleshooting
• Performance & Reliability
  • Appropriate timeout values
  • Rate limit awareness and handling
  • Batch operations where appropriate
  • Caching strategies (if applicable)
• Data Quality
  • Validate data before sending to API
  • Send complete required fields
  • Use correct data types and formats
  • Include relevant metadata

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Testing & Validation

• Test in Kintsugi sandbox environment
  • Complete integration testing before production
  • Test all supported transaction types
  • Validate error handling scenarios
• Test edge cases
  • High-value transactions
  • Zero-dollar transactions (if applicable)
  • International addresses (if supported)
  • Multi-currency (if applicable)
• Perform end-to-end testing
  • Full order lifecycle from creation to refund
  • Verify data accuracy in Kintsugi dashboard
  • Confirm reporting accuracy
• Document test results
  • Maintain test case documentation
  • Share test results with Solutions Engineering
  • Document any known limitations

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Documentation & Support

• Provide integration documentation
  • Setup instructions for mutual customers
  • Configuration requirements
  • Troubleshooting guide
• Maintain support resources
  • Contact information for integration support
  • Known issues and workarounds
  • Update documentation with changes

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Next Steps

1. Review this checklist with your development team
2. Schedule kickoff call with Kintsugi Solutions Engineering
3. Build integration following our API documentation
4. Complete validation testing with Solutions Engineering team
5. Receive certification and launch!