# Overview

## Integration Overview

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{% step %}

### Define at which point in your funnel and how you will use IDPay

* Will you use IDPay at the top of your fraud prevention funnel? Then integrate via Webview or SDK in your Checkout;
* Will you use IDPay to recover transactions denied by your fraud prevention system? Integrate it into a flow via WhatsApp;
* Short on time and/or resources to implement IDPay fully integrated? Use the product manually in your analysis table operation and ensure you recover your sales.

{% hint style="danger" %}
To ensure better conversion, create the transaction **only after** completing any pre-authentication or validation that could finalize the operation before the IDPay experience.
{% endhint %}

{% endstep %}

{% step %}

### **Authenticate yourself**

The first step to using the Unico IDPay product is Authentication. You must have a service account and perform OAuth2 authentication to obtain a valid access token.

&#x20;Learn more in [<mark style="color:blue;">**Authentication**</mark>](/unico-idpay/en/integration/authentication.md).

{% endstep %}

{% step %}

### Customize your experience

Before creating transactions for your customer, make sure the IDPay experience reflects your business.

[<mark style="color:blue;">**Customize the experience**</mark>](/unico-idpay/en/integration/controlling-the-experience.md) your way: use your logo with your branding, personalize the CTAs, and adjust the colors. Ensure that IDPay speaks the same 'language' as your business ;).

{% endstep %}

{% step %}

### Create a transaction

* Will you follow the integrated flow?
  * [<mark style="color:blue;">**Create a transaction**</mark>](/unico-idpay/en/integration/apis/api-reference/payment-transactions.md) using our APIs;
  * Open the IDPay experience in your application or send a WhatsApp message to your customer.
* Will you follow the manual flow?
  * Create a transaction directly through the portal;
  * Send the link to your customer via the channel of your choice.

{% endstep %}

{% step %}

### Wait for the Webhook notification

To optimize your integration, use our [<mark style="color:blue;">**Webhook**</mark>](/unico-idpay/en/integration/webhook.md) and know when the result of your process is complete.

{% endstep %}

{% step %}

### **Check the transaction result**

Done. With the transaction completed, check the validation result and <mark style="color:green;">**decide**</mark> whether to approve or decline the transaction.
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