# Launch checklist

Use this list of recommended steps to help you get ready to go live with Moov.

We've compiled a list of steps for getting ready to launch your integration with Moov. Depending on the specifics of your money movement use case, some of the steps may not be necessary. If you have questions particular to your integration, reach out to [Moov](https://support.moov.io/).

To be approved for a production account to move real money, you'll need to sign a contract and set up a fee plan with Moov. [Contact us](/content/contact/index.html) for more information and to get the verification process started.

## Get your Moov account

When you sign up for a Dashboard account, you'll immediately start out with a test account. You can start inviting team members to your account and interact with Moov's platform in test mode.

- [Sign up](https://dashboard.moov.io/signup) for a Dashboard account
- Create test [accounts](/guides/dashboard/accounts/) in the dashboard and [transfer funds](/guides/dashboard/transfers/all-transfers/)
- Optional: Give administrator or developer [permissions](/guides/dashboard/settings/members/#roles) to your team members and invite them

## Configure your account

- Generate [API keys](/guides/get-started/api-keys/) in production (note that your test mode API keys will not work in production)
- Create [webhooks](/guides/webhooks/) to subscribe to event notifications

## Authenticate

If you're using Moov.js or any client-side integration, you'll need to follow these steps as a part of the OAuth2 authentication flow:

- Specify [scopes](/api/authentication/scopes/)
- Generate an [access token](/api/authentication/access-tokens/create/)

For server-to-server integrations, you can simply use your public API key and secret API key with Basic authentication:

- Set the Authorization header to Basic where `credentials` is the Base64 encoding of public key and private key joined by a single colon :

## Set up users

Every individual or business you're sending or receiving payments with will need an account connected.

- [Create accounts](/guides/accounts/create-accounts/) for users/merchants. We suggest using our [hosted onboarding](/guides/accounts/hosted-onboarding/) process when available.
- Link cards with the [card link Drop](/moovjs/drops/card-link/) or [via the Moov API*](/api/sources/cards/create/).
- Link and verify [bank accounts](/guides/sources/bank-accounts/) via the API
  
  - Optional: Set up instant account verification with [Plaid](/guides/sources/bank-accounts/verification/plaid/) or [MX](/guides/sources/bank-accounts/verification/mx/)
- Understand which [payment methods](/guides/money-movement/payment-methods/) you'll use

*In order to link cards directly through the API, you must provide Moov an attestation of PCI compliance.

## Create Transfers

Test Mode allows you to integrate with all of Moov's API and features without moving real money.

- Create [transfers](/guides/money-movement/)
  
  - Fund a [wallet](/guides/money-movement/wallets/funding/)
  - Push funds to a [card](/guides/money-movement/send-payments/push-to-card/)
  - Sends funds to an [bank account instantly](/guides/money-movement/send-payments/instant-payments/)
  - Transfer [Account to Account](/guides/money-movement/send-payments/send-funds/)
- Handle [transfer responses](/guides/money-movement/events-and-statuses/#transfer-responses)

## Move to production

In order to move real money you must switch to production. To move to production, you need to complete your business profile, add business representatives, and submit underwriting information to Moov.

- Review the [requirements for production](/guides/accounts/requirements/)
- Switch to [production mode](/guides/get-started/production-mode/) in the upper left hand corner of the Dashboard
- Set [business representatives](/guides/accounts/requirements/business-representatives/) and submit required [underwriting](/guides/accounts/requirements/underwriting/) documents to Moov
- Optional: [Migrate data](/guides/get-started/data-migrations/) into Moov