Dokumentation

1Shopify Integration

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.

PLEASE NOTE: Shopify has made some changes to their platform. To process payments you need to install the new Shopify payment app.

The following features are no longer available with the new integration:

  • Shopify Subscriptions

  • Integrated Payment Form

  • Refunds, Completions and Voids should only be triggered from the Shopify backend

2Connect Your Shopify Store

To integrate wallee into your Shopify, you have to install the Shopify payment app of your desired payment method.

You can connect your Shopify store through our Setup Assistant that you can access directly from your space. Alternatively you can launch the Boarding Assistant also here.

Create Integration
Figure 1. Use the Setup Assistant to install the payment app and connect the platform to your store.

You can also navigate to your Shopify Integrations, and connect your Shopify store there. Please follow the following steps to complete the installation:

  1. Click Connect Shopify store.

  2. Choose the prefered payment app and enter your store’s name.

  3. You will be redirected to Shopify to install the payment app.

  4. Configure and activate the payment app in Shopify.

You can find the payment app also in the list of Shopify’s payment providers when you navigate to your store’s Settings.

payment-provider
Figure 2. The wallee payment app in Shopify’s list of payment providers.

3Payment Processing

The customer will be redirected to the payment page of the processor to finalize the payment, after the order is confirmed .

4Configure 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.

5State 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.

5.1State 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 3. Transaction state graph of a Shopify transaction.

6Transaction 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.

6.1Complete (Capture) an Order (in Shopify)

You have the possibility for your transactions to have the payment only authorized after the order is placed. In Shopify Settings > Payments you have the option, to define whether the payment should be completed immediately or deferred.

payment-capture
Figure 4. Choose your preferred payment capture method.

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 5. 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.

Warning
The completion of the transaction is only available to be made from Shopify shop side. Please avoid performing the completion of the transaction from wallee.io in order to prevent inconsistency.

6.2Void 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 6. Void a Transaction.
Warning
The void of the transaction is only available to be made from Shopify shop side. Please avoid performing the void of the transaction from wallee.io in order to prevent inconsistency.

6.3Refund 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 7. 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 8. 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 9. 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.
Warning
The refund of the transaction is only available to be made from Shopify shop side. Please avoid performing refunds from wallee.io in order to prevent inconsistency.

6.4On 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.