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Shopify
How to onboard with Shopify
Features
Shopify is a world-leading e-commerce platform that provides solutions for both large and small merchants to create and manage their online stores efficiently.
As a member of the Qliro family, Shopify provides Qliro's innovative checkout with a wide range of payment methods, including cards, Swish, Vipps, MobilePay and Trustly. Qliro's technical integration with Shopify is optimized to minimize the number of steps in the payment process and ensure high conversion and operational reliability.
| Feature | Description | Support |
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Upsell
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Download any Upsell app from Shopify app store to get started
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✅ Supported
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| Subscription | Applicable for Shopify payments only | ❌ |
| Shipping | Provided by Shopify | ❌ |
| Risk mitigation | Supported on a order level (not item) | ✅ Supported |
| Order management | One capture per orderPartial cancel and return supported | ✅ Supported |
| Support for Multiple currency | One store, several currency | ✅ Supported |
| Settlement |
Can be done in 3 ways.
1. Shopify own integration with ERP
2. Directly in your bookkeeping system through ERP connectors: Synka+, Automatisera mera and Junipeer
3. Download report from Qliro Merchant Web
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✅ Supported |
Our Offering
You can customise your checkout journey to adjust to your business. Choose to have full Qliro checkout as a payment method, or devide it to "pay now" or Pay later " options. If you want to devide payment option even further, you can choose to add each payment method as seperat apps
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Apps
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Discription
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With this app you enable both pay now and Qliro pay later in your Shopify checkout
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With Qliro pay now, you can offer your customers the ability to pay directly at the time of purchase. By offering multiple payment options such as cards, Swish, or bank transfer, you provide your customers with flexibility and the opportunity to choose the payment method that suits them best.
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With Qliro pay later you will have Qliro credit as a seperat option. Your customers can choose between 14 days invoice, fixed payment and flexible payment and monthly invoice
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Have Swish as a seperate payment method in you checkout. Swish allows your customers to make real-time payments, providing you, as the merchant, with immediate confirmation of completed purchases
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Have Vipps payment in your checkout. Vipps is a leading mobile payment solution in Norway,it allows your customers to make quick and easy payments directly from their smartphones.
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Have Mobile pay app as a seperate payment method in your checkout. MobilePay allows your customers to make purchases quickly and easily directly from their mobile phones.
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With Qliro Trustly app you will enable a secure, real-time bank transfer solution in your checkout that allows your customers to pay directly from their bank accounts.
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This is an optional app as payment apps are working regardless of extension app.
Add Extension app to enhance your customer journey in your Shopify store. See more information below.
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Extension app
If you want to enhance the customer experience, download the Qliro extension app, toghether with your chosen payment app (optional) . With this You can choose how payment options are presented, in which countries your app should be visible and adjust languages. The app also makes it easier to add widget banners to your product page to promote payment methods or campaigns.
Features
- Support for Local currency
- Support for VAT rate and order Items
- Rename Payment Method and adjust the language per market
- Easier to add banner widget to promote payment method and campaigns
- Qliro direct payment first - placement of Qliro pay now option will be placed first in the checkout
- Choose which countries Qliro should be visible or hidden
- Enable test mode (if your are missing test enviroment)
Checkout Flows
Visulised below is how the Swish and Trustly flow
Swish
Trustly
Set up your store
Before getting started you will recieve test credentials to aceess Qliro test environment. The API key will securly sent via 1password (Password management system). When your store is set up, you will recive the credentials to prod.
Follow this 4 steps to go live with your store !!!
1. Download the app
Choose what apps you want to download for your store by clicking to the links above. After downloading the app, click on install, to finish the installement
Note: The payments app can not yet listed in the Shopify app store as they are new APP.:s The extention app is available from Shopify.
2. Configure
After you have installed your payment app you will start with configuring the payment app. There are 3 different sections you need to configure
Step 1: Start with adding the test credentials to enable transactions to Qliro stage environment. If you want to proceed with testing without finishing step 2 and 3 (and add them later), push the save button.
You can always return to this App configuration page by navigating to Shopify Settings > Payments then select your Qliro payment app. Choose More Actions button at the top right corner and then choose Manage.
Step 2: Add legal documents that will be visible in the Qliro checkout
Step 3: Customize the look and feel of your qliro checkout
Click "activate app in Shopify" to continue.
Note that you only need to do the configurations above once. If you decide to add several payment apps (ex Swish, Vipps, Mobile pay),you will add Step 1, 2 and 3 in the first app. The following apps will be set up with the same configuration.
Note that you only need to do the configurations above once. If you decide to add several payment apps (ex Swish, Vipps, Mobile pay),you will add Step 1, 2 and 3 in the first app. The following apps will be set up with the same configuration.
Connect with Shopify
In this step you need to connect your Qliro payment with Shopify and choose logos. This needs to be done with all payment apps that you want in your Shopify checkout.
Step 1 “When you are done with setting up the payment app click on “Connect app in Shopify", this will navigate you to Shopify admin tool.
Step 2 Choose what payment logos you want to connect to your payment app. The logos will be visible in the checkout for this app.
NOTE that all logos will be enabled per default, so disable the logos that are not applicable for your payment app
Step 3 Scrole down to the bottom of the page and push the activate button. This will connect your Qliro payment app to Shopify. Make sure to keep your test mode toggled on until you are ready to go live.
3. Start testning
Before you start testing your store in Shopify, make sure the following are checked:
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Make sure you have added "test API key" in " test enviroment field" in your payment app configuration page
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You have test mode enabled in Shopify (default)
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You have test data from Qliro to conduct the test
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Have access to Merchant Web (Qliro order & finance management system) https://merchantweb.stage.merchant.qliro.com/ to verify orders in Qliro
You have demo store in your Shopify
You are ready for testing!
- Go to your demo store and create and order by use our testdata
- Confirm that orders has been created properly : in Qliro Merchant web
- Test order management in Shopify admin tool
- Done !
You don´t have a demo store in Shopify
If you are missning seperate test environment and only have production, there is a risk that your customer can access your checkout when conduction tests and their purchase will end up in our test enviroment. To avoid this we have enabled a feature in our extension app that only makes your payment app visible for chosen user.
- Download the extention app together with your payment app (see links above)
- In your extension app, click on the "testing" tab
- Choose what payment app you want to test
- Add the email address for the test user
- Save configuration.
When you start to test, the Qliro payment methods will only be visible for the test users (emails) that you added. Once you have added the chosen email in your checkout , payment app will appear in Shopify checkout.
IMPORTANT! Dont forget to remove the emails users from extension app before going live to enable the the payment apps for all users.
You are ready for testing!
- Create orders from your Shopify checkout using our test data
- Confirm that orders have been created properly: in Qliro Merchant web
- Test order management in the Shopify admin tool
- Done !
Test data
To be able to test your new Shopify set up you need test data. With the test data you can simulate various transactions in the test environment and validate key functionalities. We provide both customer data from different Nordic countires with different order status and payment data to test Card and Trustly
Find our test data here
4. GO Live!
If you are happy with your test, it's time to set your store to production.
Step 1: Go to Settings > Credentials and fill in the API Key and API secret and click on Save your configuration.
Step 2 : Go to your Shopify Admin and click Settings > Payments then choose Qliro payment app, scroll to bottom of the page and uncheck Test Mode
Make sure you have removed test user under "testning tab".
Your are LIVE !
Frequenty asked questions
Under this section, the most common question will be answer for Shopify Integration
1. What apps do I need for enable payment in my store?
Choose one payment app that is applicable for your store. You can choose to have full checkout, or devide it to pay now or pay later. You can also to choose each payment method as a seperte app.
2. How Do I test in Shopify ?
See section above about testing. First you need to make sure you have test mode enabled in Shopify admin (default). This will direct all orders to Qliro test environment.
If you have a shopify test environment, you can create orders from your demoshop and confirm the orders in both Shopify backoffice and in Qliro Merchant web. user our test data (see link above)
If you are missing test environement, then you can choose to enable Qliro apps only for certain users, to test the flow. Use you extension app, and add test user emails and which app you want to test. Now you can start testing !! After adding the user emails in the Shopify checkout, your Qliro payment apps will appear as a payment option.
Don´t forget to remove the test user and apps from Extension app before going live.
3. Can I see the vat rate and items?
To add items to you invoice with vat rate you need to download the extension app. In the app you can follow the step by step intruction on how to add Webhooks from Shopify, to fetch the item and vat information.
4. Can I have more then one base currency per store?
You can only have one base currency per store through in Shopify. IF you want to add several currencies you have two options:
1. You can set up several stores in Shopify, one for each currency
2. You can download extension app, and add webhooks, to fetch the local currency to Qliro. In this set up you can go live with several currency in one store if you have Shopify Markets enabled.
Good things to have in mind: Local currency will not be visible in Shopify admin, only in Qliro Merchant web. If you want fetch order data to external ERP system (like fortnox, Visma, Specter) you need to Qliros connections - through Synka+, Automatisera or Junipeer (and not through Shopify)
5. How can I do settlement?
There are 3 different ways to work with settlement in the QLiro - Shopify setup.
1. You can use you connection direct from Shopify - to a ERP (ex, Shopify-Fortnox). This set up is applicable for you if you are live with one base currency per store
2. You can download settlement reports directly from our Merchant Web (our order managtement system).
3. You can use our (qliros) connectors to Fortnox, Visma, Specter. We are connected to ERP:s through Automatisera Mera, Synka + and Junipeer.
If you are fetching local currency from Shopify to Qliro (live with more then one curreny per sttore), then you need to either use alt 1 or alt 2 for your settlement.