Get started with SDK.finance subscription-based software

Updated on 30 May 2024

We highly recommend that you provide us with detailed information about your product requirements before moving forward. We will then match them with the appropriate APIs and present them to you in a table format. Once you’ve decided to use the SDK.finance, find below an overview of the steps to take.

Sign the agreement

To start, let’s sign the agreement outlining the terms and conditions of our collaboration, including data security, service-level commitments, and support guarantees:

  1. Send us the email address of the individual who possesses the legal authority to sign contracts. You can do so in response to the email sent by SDK.finance.
  2. Once received, we will send the agreement to the specified email address. Feel free to review all legal documents at your convenience.
  3. Sign the contract through DocuSign.

Pay the setup fee

Once the contract is signed, we will send you the link to pay the upfront one-time setup fee covering the cost of configuring the SDK.finance application instance for your business and connecting it to the databases. 

Please note that this fee is non-refundable. Check out the pricing page for details.

Application setup 

After you sign the agreement and pay the setup fee, a Customer Success Manager will be assigned to address your questions and requests.

To initiate the setup process, kindly provide the following essential information:

  1. Brand logo URL for the email template.
  2. Sub-domain names for the Frontend and Back-office (admin) components.
  3. Wildcard SSL certificate (We are official resellers of SSL certificates and domains. If you need help or don’t have a provider for this service, we can offer to acquire and sell you a certificate seamlessly as part of the setup process).
  4. Certificate chain and Certificate key for the domain.
  5. SES credentials for sending emails or SMTP credentials.
  6. Private VPS ID and owner ID.
  7. PostgreSQL credentials (Host, login, password).
  8. MongoDB credentials (Host, login, password).
  9. List of planned currencies to be used, if applicable.
  10. SNS credentials for sending SMS, if applicable.

Your cooperation in furnishing these details will facilitate a smooth and efficient setup process.

Database setup

The main database which should be set up by your team following this guide. Your database will be hosted on a dedicated cloud server accessible solely by your team. 

If you don’t have specialized staff, our team can handle the setup process and give you access. Once it is ready, our team will establish the peering connection between the application and the database.

After the setup of the system is complete, you can start using the development infrastructure.

Going live

When you are ready to go live, we will clone the tested version of your infrastructure. So you will end up with two environments: one for development and testing purposes and one for production.