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Use e-commerce plugins to integrate your software providers with Solidgate for payment collection

Solidgate offers connectors to popular software providers to facilitate seamless, fast, and up-to-date integration, allowing businesses to manage online transactions efficiently.

WHMCS

WHMCS Website is an automation platform that simplifies and automates all aspects of running an online web hosting and domain registration business.

The integration process between Solidgate and the WHMCS platform involves file upload, connection setup, and settings configuration.

Integrate WHMCS

To establish the integration

  1. Upload the following files from the provided archive into the /modules/gateways/ directory of your WHMCS system:
    • /modules/gateways/solidgate
    • /modules/gateways/solidgate.php
    • /modules/gateways/solidgategw
    • /modules/gateways/solidgategw.php
  2. Then move all files from the /modules/gateways/ into the /modules/gateways/callback/ directory.
  3. Navigate to the WHMCS Apps & Integration menu and choose Payments.
  4. On the Payments page, select:
    • Solidgate for form-based payments
    • Solidgate (Merchant) to support stored card payments
  5. To proceed with the configuration steps, click on Manage in the displayed window.
  6. On the configuration page, add the required Guide
    Learn to authenticate API requests and fix validation errors effectively.
    credentials
    :
    • Public key - the public key of your channel keys.
    • Secret key - the secret key for signature generation. It is provided at the moment of merchant registration.
  7. If needed, enable 3D payments and confirm your settings to save them.

WooCommerce

WooCommerce Website , the leading e-shop platform, caters to online stores of all sizes. With its cost-effective approach and quick setup using budget-friendly templates and plugins, it allows for easy customization to meet specific requirements. For seamless WooCommerce integration, we provide a separate module.

You need to set the webhook endpoint in Solidgate HUB , import the module into your WordPress, add your Guide
Learn to authenticate API requests and fix validation errors effectively.
API and Webhook keys
, and start processing payments.

Initially, we send you the module in a .zip file, and then you need to import the module on your side and configure it to receive payments.

Integrate WooCommerce

Configuring the module and specifying the webhook endpoint are necessary steps for WooCommerce integration.

Webhook endpoint

To set the webhook endpoint

  1. Navigate to Hub > Developers > Channels, and select the —Āhannel for which you wish to set the endpoint.
  2. Click on Add New.
  3. Choose Events - Updated Card Order, and set the Webhook Endpoint URL according to the following format your_site/?wc-api=solid_hook&type=order.updated.

Solidgate module

To set up the module

  1. From your WordPress dashboard, choose Plugins > Add New.
  2. Click on Upload Plugin at the top of the page.
  3. Upload the Solidgate .zip file, install it, and activate it.
  4. In the WooCommerce dashboard, go to Plugins > Installed Plugins to view the currently installed plugins.
  5. Click on Settings under the plugin and open the Payments section.
  6. Click on the Visa/Mastercard method and provide the following information on the configuration page:
    • Title - payment method name visible to customers
    • Merchant - merchant name displayed on the payment page
    • Description - method description for customers
    • Public Key - your API public key api_pk
    • Secret Key - your API secret key api_sk
    • Webhook Public Key - your webhook public key wh_pk
    • Webhook Secret Key - your webhook secret key wh_sk
  7. Click on Save changes to complete the configuration.

Issue refund

Refunds are part of any e-commerce business and proper refund handling can ensure customer satisfaction, maintain trust in the brand, and improve financial performance. In addition to providing a lot of features for products, orders, or payments, WooCommerce also allows managing refunds. You can issue a refund via the WooCommerce Website platform directly or via the Solidgate HUB

To issue a refund via WooCommerce

  1. On the WooCommerce side, click on Orders.
  2. Find the needed order and select it to view details.
  3. Scroll down to find the order information and click on the Refund button.
  4. Fill in the refund amount and click on Refund via Visa/Mastercard.

To issue a refund via Solidgate

  1. Go to Hub > Payments > Orders.
  2. Find the needed order by using the order_id or email that can be found at WooCommerce > Order Details > Order Notes.
  3. Open the order and make a refund by clicking on the Refund button.

Payment page

The Solidgate Payment Page empowers the integration and automatically populates information from the checkout page and products in the cart, including the order name, list of products with their quantities, and the Merchant field configured in the module settings.

Upon completion, the customer is redirected to the Solidgate Payment Page, which displays the following details:

  1. Merchant
  2. Order name in the cart
  3. Products list with quantity for each

PayPal

To configure the display of the PayPal button, follow the settings process described in the module setup step of the WooCommerce integration and add PayPal to the Custom payment methods field.

Shopify

Discover the effective solution to enhance revenue and provide additional value to customers through Solidgate and Shopify billing, offering easy upsell flows and quick implementation for maximizing revenue potential.

Process breakdown

  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 Shopify

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

Manual payment method

To set up the manual payment method

  1. Go to your Shopify account and click on Settings.
  2. In the left navigation panel, select Payments.
  3. In the Manual payment methods section, select Add manual payment method.
  4. Click on Create custom payment method and set the name for the new method such as I have 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 provided here.
  2. Customize your link on the Shopify side if required.

Webhook endpoint for notifications

Set up a webhook endpoint to receive notifications when an order is created.

To add a webhook endpoint

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

API configuration for order transaction

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 and follow the steps provided below for receiving an access token.

To receive an access token

  1. In your Shopify account, click on Settings.
    • Choose Apps and sales channels.
    • Go to Develop apps.
    • Click on Allow custom app development and select Create an app.
    • Enter the app name and click on Create app.
  2. Configure admin API scopes.
    • Choose Order editing scope.
      You can also choose any other scopes you want to access via API.
    • Click on Save to apply the selected scopes.
  3. Receive API credentials.
    • Navigate to the API credentials tab.
    • Select Install app to get an access token.
    • 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

By employing this flow and adopting Solidgate for payment processing, you can seamlessly integrate Shopify to present upsell opportunities. This has the potential to boost your revenue by offering additional physical goods to customers who accept the upsell.

You can also take our guide with you by following the link.