Shopify

[ { "title":"Testing", "link":"https://docs.solidgate.com/payments/testing/", "text":"Simulate payments to test your integration before launching in production.", "imgSrc":"https://solidgate.com/wp-content/uploads/2022/06/icon-customizable.svg" } , { "title":"Create your payment form", "link":"https://docs.solidgate.com/payments/integrate/payment-form/create-your-payment-form/", "text":"Understand how to integrate the payment form into your product.", "imgSrc":"https://solidgate.com/wp-content/uploads/2022/06/icon-payments.svg" } , { "title":"Billing", "link":"https://docs.solidgate.com/billing/", "text":"Smart billing solutions designed for diverse business models.", "imgSrc":"https://solidgate.com/wp-content/uploads/2022/06/icon-global.svg" } ]

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Shopify
Process payments and boost sales on Shopify with Solidgate

Shopify Website is a leading e-commerce platform that allows businesses to easily set up and manage online stores. With its flexible features and customizable designs, Shopify helps businesses scale and improve customer engagement.

Solidgate provides businesses with seamless payment solutions that enhance customer’s experience and help to grow your business on Shopify. Whether you want to have upsell opportunities or process payments with Solidgate on Shopify, Solidgate ensures secure transactions and smooth order management.


Shopify offsite payments app
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Accepting payments on your Shopify store is easy with the Solidgate Payments App.

Before you begin, make sure you have:

  • Solidgate account
    You have an active account with access to Solidgate HUB.
  • Processing channels setup
    You have your merchant-live and merchant-sandbox channels configured in Solidgate with your website domain set to your Shopify store’s domain.

Integrate
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Step 1. Install app
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To install the Solidgate app

  1. Follow the Shopify App Store Website link to open the Solidgate app.
  2. Click on Install.
    Your Shopify admin account opens.
  3. Follow the prompts to proceed with the installation.

After installation, connect the app to your Shopify store.

Step 2. Set up app in HUB
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To set up the app in HUB

  1. Verify the live and sandbox channels automatically selected by Solidgate.
  2. Click on Return to Shopify to continue the configuration process.
You are then redirected to the Solidgate Payments App page.

Step 3. Activate app
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To activate the app

  1. In Shopify, go to Settings > Payments.
  2. Find Solidgate Payments App.
  3. Click on Activate and follow the prompts to complete activation.

Once done, processing live transactions or test payments using your sandbox channel becomes available.

You can always find the Solidgate app on Shopify by navigating to Settings > Payments and searching for Solidgate Payments App.

Step 4. Test integration
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To test transactions and ensure the setup works correctly

  1. In Shopify, go to Settings > Payments.
  2. Navigate to Solidgate Payments App > Manage.
  3. Activate Test mode.
  4. Add products to the cart on your Shopify store where the app is configured.
  5. Complete checkout to automatically return to the Solidgate Payments App page.
  6. Verify that transactions from your sandbox channel are processed correctly in Test mode by reviewing orders in the Shopify and Solidgate HUB accounts.

Step 5. Go live
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To start accepting real payments

  1. In Shopify, go to Settings > Payments.
  2. Navigate to Solidgate Payments App > Manage.
  3. Deactivate Test mode.

With the Solidgate payment app installed, tested, and activated, you can now accept payments securely from your Shopify store. The transactions are now processed in real time using your merchant-live channel.

Issue refund
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To maintain the refund status consistency, process refunds directly in the Shopify admin account.

Please be aware that refunds processed through Solidgate HUB do not sync properly with your Shopify store records.

If you need assistance with the app integration, contact your account manager or the Solidgate support team.


Shopify upsell flow
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The payment process unfolds as follows:

  1. The customer enters their card data and completes the payment through Solidgate.
  2. After the purchase, the customer is offered an upsell of predefined physical goods, such as t-shirts or books.
  3. The customer agrees to the upsell, you process the payment using a Solidgate token.
  4. Upon successful payment, the customer is redirected to a predefined permalink. This permalink is passed within the success URL and displays the predefined physical goods and further instructions for the customer.
  5. The customer places an order for the upsell goods.
  6. You receive a webhook notification from Shopify informing you about the new order.
  7. You send a request to mark the order as paid, completing the transaction process.

Integrate
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To establish the integration you need to set up the manual payment method, create cart permalink, and add a webhook endpoint for notifications.

Step 1. Manual payment method
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To set up the manual payment method

  1. In Shopify, go to Settings > Payments.
  2. In the Manual payment methods section, select Add manual payment method.
  3. Click on Create custom payment method.
  4. Set a name for the new method, such as Already paid, if you use Solidgate for processing payments.

Create and customize a cart permalink that redirects customers to a page displaying purchased items and instructions.


To create a cart permalink

  1. Follow the Shopify instructions Reference .
  2. Customize your link on the Shopify side if required.

Step 3. Webhook endpoint for notifications
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Set up a webhook endpoint to receive notifications when an order is created.


To add a webhook endpoint

  1. Follow the Shopify instructions Reference .
  2. Test your webhooks on the Shopify side to make sure that they work as expected.

API configuration
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Creating a transaction via API for a customer’s order ensures the order status updates from Pending to Paid via API. Please refer to the Shopify documentation Reference and follow the steps provided below for receiving an access token.

Step 1. Create app
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To create an app

  1. In Shopify account, click on Settings.
  2. From the navigation panel, select Apps and sales channels.
  3. Go to Develop apps.
  4. Click on Allow custom app development and select Create an app.
  5. Enter the app name and click on Create app.

Step 2. Configure admin API scopes
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To configure scopes

  1. On the app configuration page, select Configure admin API scopes.
  2. In the list of scopes, find Order editing scope.
  3. Check the boxes next to this scope and any other scopes you want to access via API.
  4. Click on Save to apply the selected scopes.

Step 3. Get API credentials
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To get credentials

  1. Navigate to the API credentials tab.
  2. Select Install app to get an access token.
  3. Make sure to save the token, as it is shown only once.

Once you complete the steps, you can send the API request to change the order status from Pending to Paid.

Upsell flow example
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Upsell flow example

By employing this flow and adopting Solidgate for payment processing, you can seamlessly integrate Shopify to present upsell opportunities.

Download the Shopify integration guide.
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