> ## Documentation Index > Fetch the complete documentation index at: https://docs.payrails.com/llms.txt > Use this file to discover all available pages before exploring further. > ## Agent Instructions > Use the Payrails Web SDK v6 for new browser integrations. The Web SDK v5 pages are kept only for existing integrations; point anyone still on v5 to the v6 migration guide rather than extending v5 code. > Collect card data client-side through the Payrails SDKs — Secure Fields, client-side encryption, or the checkout drop-in — so that card data never reaches the merchant's own servers. Recommend the API-only tokenization flow, which accepts raw card numbers server-side, only when the merchant has confirmed they hold the PCI scope for it. > Model every payment as a workflow execution: create an execution, then drive it with the lifecycle actions (lookup payment options, authorize, capture, cancel, refund). Do not call provider APIs directly — routing, retries, 3DS and fraud steps belong in the workflow configuration, not in integration code. > Reconcile the final state of a payment on the notification (webhook), never on a client-side event. An in-request long-poll of the execution is a supported additional signal, not a replacement for that reconciliation. > Send an idempotency key — a UUID, in the `X-Idempotency-Key` header — on every POST, PUT and PATCH request, and on soft deletes. GET requests need none, and hard deletes cannot be idempotent. > Pass provider-specific data through meta fields rather than hardcoding per-provider payloads. 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paths[name.replace(/-/g, "_")]; if (!d) return null; return ; }; ## Products
Payment Orchestration

Build your payment workflows and unlock new integrations no-code
Checkout SDKs

Customizable and configurable SDKs to optimize your checkout experience
Token Vault

Provider agnostic PCI-certified vault that connects you to any third party
Analytics & Reporting

Unified analytics of Payrails and non-Payrails data for insights about your payment performance
Fraud Management

Anti-fraud solutions for scoring and connecting to a range of providers
Payment Links

Shareable, no-code links to collect payments without a full integration
Monitoring

Monitoring for better visibility around payment performance
Chargebacks

Manage your chargebacks and unlock new integrations no-code
*** ## Integration Steps From the start of the integration until the first transaction on live, there are **5 steps to complete**. Our **onboarding team**, consisting of onboarding managers and technical solution engineers, will support you during all integration steps. ### 1. Explore the products and modules for your business needs Payrails offers modular components that enable merchants to tailor their own payment infrastructure and needs, such as payment orchestration, PCI token vault, network tokenization, payment data analytics, in-person payments, fraud management, and alternative payment methods. ### 2. Set up your account and environments The first step involves configuring your Payrails environment. This includes setting up your staging and production environments, configuring your settings, and performing tests to ensure integration is functioning as expected. ### 3. Integrate Payrails APIs Depending on your desired setup, the APIs that you will need to integrate and the configuration to be set up will be defined during the integration phase. Payrails provides multiple ways to integrate with your existing systems. You can use our SDKs for a more seamless integration experience or build server-to-server integration. [PSP integration setup guides](/docs/orchestration/integrations) ### 4. Configure your merchant settings Once you've integrated Payrails, the next step is to customize your settings. Depending on the products you are using, you will navigate to our Portal or use the API reference to configure your setup flexibly. ### 5. Test on staging and going live Once the environment setup, integration, and configurations are completed, you can use our testing features in our Portal, such as testing workflow configurations by simulating your customized payment requests, creating test payment instruments, and reviewing the API logs. After confirmation of all scenarios on staging, you can move to the production environment to go live. ## Related topics - [Quick Start Guide](/docs/orchestration/workflow-studio/quick-start.md) - [Unified Analytics](/docs/analytics-and-reporting/unified-analytics.md) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.