Dokumentation

1Shopify Integration

PLEASE NOTE: To integrate wallee into your Shopify, a few more steps are required instead of just one click. Please follow this step-by-step documentation on how to successfully integrate to your Shopify shop.

Shopify is a Canadian e-commerce company headquartered in Ottawa, Ontario, that develops computer software for online stores and retail point-of-sale systems. We built an integration into Shopify’s Payment gateway that allows you process transactions in your preferred payment method in your Shopify store. Please follow the detailed steps on how to integrate wallee payments into your Shopify backend.

2Connect Your Shopify Store using the Setup Assistant

The easiest way to connect your Shopify store is to use our Setup Assistant that you can access directly from your space. Alternatively you can launch the Boarding Assistant also here.

Create Integration
Figure 1. The easiest way to connect your Shopify Store is to use the Setup Assistant which will install the app and connect the platform to your store.

The Setup Assistant will then connect your Shopify Store to the platform. All you need to do now is to install the desired payment gateways as described further below in the section Adding the Payment Gateway.

3Connect Your Shopify Store Manually

If you do not want to use the Setup Assistant please follow the next steps described below.

3.1Activate the Shopify Feature

It is possible that the Shopify menu is not available within your wallee space. In this case, please navigate to the Features menu, where the features can be found listed, and activate the Shopify feature Space > Features. Move the slider to activate the feature. Click configure to configure your myshopify shop.

3.2Create a Shopify Integration

Either you have come from clicking the configure button from the previous step or you will need to navigate to Space > Shopify and create your integration. Make sure the name you set is the name used in the Shopify admin URL: [shopName].myshopify.com.

3.3Shopify Shop Identifer and Security Token

In the Setup Assistant, as a next step you are presented with the Shopify credentials. Please store these details, as they are only shown once. You will need them to be able to configure the individual gateways in your Shopify backend. Alternatively, open a new window in order to continue with the following steps, keeping the window with the credentials open for reference.

Create Integration
Figure 2. Your Shopify credentials will be displayed only once! Please store them in order to be able to configure your gateways in Shopify.

3.4Generate New Shopify Security Token

In case you have to generate new credentials for your already existing integration, please navigate to Space > Shopify where you will find an overview of active Shopify integrations. Click on the Shopify shop you wish to generate a new token for, under the Credentials section, click on the Generate New Token button to create new credentials.

Note
You can only have three active tokens. You will be prompted to delete one token, should you wish to generate a fourth token.
Add Gateway
Figure 3. Add the gateway to your Shopify Store

3.5Install the Shopify App

Click on the Install Shopify App button in your Shopify integration we just created. This will forward you to your Shopify backend where you are prompted to install wallee as a sales channel, following a reroute back to wallee after you have granted the permission in your Shopify backend. Now you are able to use the integration.

The Shopify App makes sure that the transaction state in your store and in wallee are in sync and that the line items are transmitted.

4Adding the Payment Gateway

This step is very important! Whether you connect your store using the Setup Assistant or manually, you will need to install the different payment gateways of the payment methods you wish to offer in your Shopify store. Shopify only accepts a few pre-installed gateways for each country. In order for you to be able to process your desired brand, you will need to install the different payment methods.

Payment Pre-selection in your Shopify Checkout
Figure 4. This screenshot shows the payment pre-selection where the payment methods are shown individually in your checkout.

In the connectors menu under Payment>Configuration, you will find your payment methods you would need to add as a gateway. Navigate to your Shopify integration, under the section Payment Gateway you can click on Install Gateways. For your comfort, we have also listed them below. The link takes you you to the login page of Shopify, where you can then install the payment gateway in your admin panel.

Clicking the link will prompt you to login to your store where you will asked if you want to add the payment method in your store. Click the add button in order to proceed. Take note of the name of gateway you are installing, as this will be the one who will need to configure in your Shopify backend.

Once the Gateway has been confirmed it is visible in your Shopify Store Settings > Payment providers in the section Third-party providers or Alternative payment methods.

Add Gateway
Figure 5. Add the gateway to your Shopify Store. Take note of the name of the gateway you are installing so that you can configure the correct one later.

Adding the payment method individually to your Shopify store will result in the display of the payment type in the pre-selection in your checkout.

4.1Add Identifier and Security Token

You can find your installed gateway in your Shopify store under Settings > Payment providers in the section Third-party providers or Alternative payment methods. Using the credentials you set aside earlier from your Shopify integration, copy them into the corresponding configuration fields for Shop Identifier and the Security Token for every payment method you wish to display in your checkout.

Add Gateway
Figure 6. Select the gateway and enter the credentials from your Shopify integration into the corresponding fields.

5Payment Processing

We provide two different ways how the payment processing is done:

  • With the default Integrated Payment Form, the entry of payment details happens in your checkout after the order is confirmed by your customer. There is not redirection to the payment page.

  • With the Payment Page Integration the customer is redirected after the order is confirmed to the payment page to finalize the payment.

Find out more how those two modes can be enabled:

5.1Integrated Payment Form

The default integration is the integrated payment form, where the customer will enter the credit card details in a form that is in your Shopify checkout. This allows best in class user experience.

Note
For this to work you have to make sure that the app proxy path /apps/checkout/ is not taken by another app. Otherwise, please disable the other plugin. Do not hesitate to get in touch with us should the problem persist.

The integrated payment form will be embedded in the payment form directly in your Shopify checkout.

Integrated Payment Form
Figure 7. The integrated payment, as seen above, will display in the payment form directly in your Shopify Checkout.

Should this feature not be the default feature, you can activate this in your integration page in wallee by simply clicking on the slider to activate the embedded payment form: /space/select?target=/integration/shopify/list[Space > Shopify].

Settings of the Integrated Payment Form
Figure 8. The integrated payment form will display the payment form directly in your Shopify Checkout.

If you are using CloudFlare in your store:

To load the integrated payment form in Shopify, we use a so called App Proxy, which means that Shopify connects to our server and where we then return the payment form. For this we use CloudFlare in the background. If you are also using CloudFlare in your store, CloudFlare believes that the traffic is routed twice by CloudFlare, which is not allowed and will lead to issues.

To solve the issue you can apply one of the following solutions:

  • Disable CloudFlare for your Shopify shop.

  • Disable the 'Integrated Payment Form' in the Shopify integration in your wallee space.

  • Disable URL redirects in Shopify. URL redirects are used to redirect traffic from one web page to another. This can be done under the domain settings within your Shopify store.

5.2Payment Page (redirection)

In this scenario your customer will be redirected to the payment page of the processor to process the payments. This is the alternative integration if you set the Integrated Payment Form to off.

6Configure Your Processor

In order to accept payments over the configured gateway, you have to make sure that you configured your processor, payment method and connector correctly. Manuals on how the payment processor needs to be configured can be found on the Processor List.

7State Graph

The Payment Process is completely standardized for every payment method you can process. This gives you the ability to simply add a payment method or processor without changes inside of your Shopify configuration. An overview about the states and the payment processes can be found in the Payment Documentation.

In the following section we provide you an overview about how the transaction states are mapped into the Shopify state graph for orders.

7.1State mapping of Shopify orders

The diagram below shows the state machine of Shopify for orders, including additional information for the state transitions.

state-graph
Figure 9. Transaction state graph of a Shopify transaction.

8Transaction Management

You can capture, cancel and refund transactions directly from within the Shopify backend. Please note if you refund, void or capture transactions within wallee, the events will NOT be synchronized into Shopify.

8.1Complete (Capture) an Order (in Shopify)

You have the possibility for your transactions to have the payment only authorized after the order is placed. Inside the connector configuration you have the option, if the payment method supports it, to define whether the payment should be completed immediately or deferred.

To complete a transaction in Shopify, open the order and click on the Capture Payment button.

This will finalize the order and it can no longer be changed.

Note
When the completion is pending in wallee, the order will stay in the authorized state in Shopify.
capture-transaction
Figure 10. Capture a Transaction.

Deferred Payment Completion

Some retailers only want to authorize transactions and start the fulfillment process once all items are shippable.

This is possible, however, certain processes should be followed. If you have configured payment completion to be deferred, you should capture the transaction before you initiate the shipment, as it can happen that a completion fails. If you want to be sure that you do not ship items for which you have not been paid for, you should postpone the shipment until the fulfill state is reached. The transaction will move into the Authorized state in wallee and in Shopify after creation. If you want to start the fulfillment process, make sure you initiate the completion process as described above. Once the completion is successful, the order will switch to the Fulfill state in wallee and to the Paid state in Shopify. You can now start the fulfillment process.

8.2Void a transaction (in Shopify)

In order to void a transaction, click on the More actions button and then on the Cancel order button.

Note
You can only void transactions that are not yet completed.
void-transaction
Figure 11. Void a Transaction.

8.3Refund a transaction (in Shopify)

You have the possibility to refund already completed transactions. In order to do so, open the captured order. By clicking on Refund the window for refunds will show.

refund-transaction
Figure 12. Refund a Transaction.
Note
Ensure yourself that the connector which processed this payment supports the refund feature. In order to check that have a look at the processor list and check the connector of a processor.
feature-refund
Figure 13. See the example of an AMEX connector that supports Refunds.

You can make refunds based on product quantity. In order to do so, enter the number of products you wish to refund to your customer.

refund-transaction
Figure 14. Refund a Transaction.

You can carry out as many individual refunds as you wish until you have reached the quantity of the original order.

Note
It can take some time until you see the refund in Shopify. Refunds will only be visible once they have been processed successfully by your processor, and if refunds are supported by that processor.

8.4On Hold Orders (in Shopify)

If a delivery has not been done, the state of the order will be in Authorized. This happens when the transaction has not reached the fulfill state in wallee yet.

There are essentially two reasons why this can happen:

  • The transaction is not completed. If this the case, you would have to complete the transaction as described above.

  • We are unable to tell you if you can fulfill the order. The delivery decision is usually made automatically. If this does not happen within the defined time frame, we will generate a manual task which you should observe and follow the instructions.

You can find more information about manual tasks in our Manual Task Documentation.

9Matching Shopify Transactions in your Processor

Matching your Shopify orders with the payments in your processors is not so straight forward and requires more attention. The main problem is that by the time we have to create the transaction at the processor, wallee does not have the Shopify Transaction and Order Name to give as a reference. This is why we have to transmit the Checkout ID.

You are able to match the transactions via the Shopify Transaction List in your space. The list provides you with the mapping of Checkout ID which equals the merchantReference in your processor and the OrderName which is visible in your Shopify store.

shopify-transaction-list
Figure 15. The Shopify transaction table provides you the mapping for the orderName and checkoutId.
Note
It is necessary that you install our app to have these details. You can also export this list by clicking on the export icon at the top of the table.

10One Click Payments with Shopify

The application supports the option to securely store the payment information of your customer. This will increase your conversion for customers re-visiting your store as they do not have to re-enter their payment information.

10.1Activate the One-Click Mode

In order to create a token you will have to configure your payment method as described in the Tokenization Documentation.

shopify-transaction-list
Figure 16. Let your customers choose from a previously stored token.

10.2Configure Shopify Account Creation

As the token is tied to a customerId, the stored token will only be visible for the merchant who has created an account in your Shopify store. This is why you will have to make sure that the creation of accounts is enabled. If you want to make sure that the customer token will be displayed, we even suggest to enforce the account creation in Shopify.

Navigate in your Shopfiy backend to Settings > Checkout and set the account selection to Accounts are required or Accounts are optional.