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tech-Mar-22-2022-10-05-21-15-PM
Tap to Pay on iPhone + Autobooks

Step-by-step instructions to Launch
Tap to Pay on iPhone

Enhance your Autobooks product suite with this dynamic add-on module. Here, you'll discover a comprehensive guide detailing the essential tasks tailored for financial institutions like yours. Follow these instructions to enable the Tap to Pay feature for your small business customers/members.

Resources you’ll need
To launch Tap to Pay on iPhone, you’ll need certain resources aligned internally to complete the full set of tasks. Make sure to secure at a minimum:

  1. Project leader that can determine Go Live dates, secure employee resources for various tasks.
  2. Testing or Quality Assurance resources.
  3. Training and Marketing resource(s).

General Project Overview

Here’s a high-level process overview of the launch project.
We’ll break down your tasks in detail later.

*
Step One

NCR builds app with Tap to Pay

Step Two

NCR pushes app to your App Store Connect account

Step Three

FI tests new app and Tap to Pay feature

Step Four

NCR submits app to App Store for approval

Step Five

NCR publishes app to App Store on Launch date

*

FI Project Checklist Overview

in Timeline Order

Download Checklist Doc

Task

Task Owner

Dependencies/Notes

1.

Sign NCR Tap to Pay agreement provided by your NCR Sales Engineer; schedule project kickoff with NCR.

Key Stakeholder

2.

Request Proximity Reader Entitlement from Apple 

FI Apple Account Holder

3.

Confirm Tap to Pay Launch Date

Project Leader

4.

Schedule employees to watch Tap to Pay Webinar; create marketing strategy/plan

FI Training and Marketing Resource

5.

Test Tap to Pay within mobile app in Test Flight

Testing/QA

6.

Confirm final go live date

Project Leader

7.

FI grants approval for Mobile Banking app provider to submit App with Tap to Pay to App Store

Project Leader

8.

Publish approved app to the App Store on agreed Launch Date

Project Leader

Additional Step Details and Links

2. Request Proximity Reader Entitlement from Apple

Task owner: FI Apple Account Holder

Tap to Pay requires your financial institution to seek permission from Apple to access an Apple device's proximity reader (the technology within a device that can read chip-enabled and Apple Wallet devices for payments). Download a PDF of how to request entitlements here. To request entitlements:

  1. Log into developer.apple.com with the Apple ID used to create your developer account with Apple (that's important).
  2. Make sure the membership details of your financial institution are up to date within the account (Address, DUNS, etc.). For the website field, enter your public-facing website URL.
  3. Go to https://developer.apple.com/contact/request/tap-to-pay-on-iphone/.
  4. Complete the form with "Autobooks+NCR" as the PSP. Complete the other form fields as follows:
    1. None
    2. None
    3. Employees within my organization
    4. United States
    5. Submit
  5. Notify Autobooks when the form is submitted. We will inform Apple to expedite the approval.
    Note: please wait 24 hours for Apple's response before escalating any concerns to implementations@autobooks.co.
3. Confirm Tap to Pay Launch Timeline

Task owner: Project Leader

To launch Tap to Pay on iPhone, you’ll need certain resources aligned internally to complete the full set of tasks. Make sure to secure at a minimum:

  1. Project leader that can determine Go Live dates, secure employee resources for various tasks.
  2. Testing or Quality Assurance resources.
  3. Your resource that manages publishing of online banking apps to the App Store.
  4. Training and Marketing resource(s).
4. Schedule employees to view Tap to Pay webinar;
Create marketing strategy/plan
(Recommended, not Required)

Task owner: FI Training and Marketing Resource

Training:

Autobooks provides two options for training your staff on Tap to Pay.

  1. Autobooks provides video training on demand! View our Tap to Pay training webinar here.

  2. Train the team yourself using our Tap to Pay training kit supplement.

Training questions can be directed to Autobooks at Training@autobooks.co

Marketing:

Autobooks provides all the marketing assets you’ll need to promote Tap to Pay to your customer base. Review our marketing assets here.

5. Test Tap to Pay within mobile app in Test Flight

Task owner: Testing/QA

In order for your testing team to interact with your updated mobile app in Test Flight:

  1. Your mobile banking provider will submit the updated app with Tap to Pay on iPhone included to TestFlight, then notify you when testing may start.

  2. Your NCR Project Manager will provide a testing guide checklist.

    You may find the Tap to Pay Support Center articles helpful while troubleshooting.

     

7. FI grants approval for NCR to submit App with Tap to Pay to App Store

Task owner: Project Leader

Once testing is complete, indicate to both NCR and Autobooks that the mobile app may be submitted to the App Store for final approval. Please send approval to Autobooks via implementations@autobooks.co

8. Publish approved app to the App Store on agreed Launch Date

Task owner: Project Leader

The last (and most important step) is for your mobile app to be published within the App Store:

  1. Apple will approve the mobile app submission from your mobile banking app provider.

  2. Your mobile banking app provider will notify you (and Autobooks) that your mobile app is ready to be published to the App Store. Your NCR Project Manager will perform the final step to publish the app.

  3. Your NCR Project Manager will notify Autobooks that your app has been published. Once published, we ask that you also confirm your final publish date with Autobooks.