Introduction #
Shopify is an e-commerce platform that provides you with an interface to support selling your products online.
Shopify allows you to create, edit, and publish your e-commerce website using templates that are easy to use. Shopify also allows you to fully customize your website, online store, and blog. There is a full set of features that can support your selling needs, including creating Shopping Cart, Store Management, Marketing & SEO, and managing the Store Front.
Before you start #
Before integrating to Shopify, please ensure that all the requirements above are completed:
- Shopify store, no specific plans required.
- Register to Payex to get your User ID and Secret for Shopify Integration
Installation #
Follow these easy steps to start accepting payments on your Shopify store using Payex.
- Go to your Shopify account > Click “Settings” > Click “Payments” > Click “+ Add payment method“
![screenshot 2024 04 05 114154 1](/wp-content/uploads/2024/04/screenshot-2024-04-05-114154-1.png)
- Click “Search by provider” and click on Payex > Click the right arrow icon “>” Click “Install“
![screenshot 2024 04 05 114515](/wp-content/uploads/2024/04/screenshot-2024-04-05-114515.png)
![screenshot 2024 04 05 114741](/wp-content/uploads/2024/04/screenshot-2024-04-05-114741.png)
- You will be directed to the “Install app” page on Shopify > Click “Install“
![screenshot 2024 02 08 183550](/wp-content/uploads/2024/02/screenshot-2024-02-08-183550.png)
- You will be directed to the Payex “Complete Setup” page > Enter your Payex Username email and Secret > Click “Submit“
❓Refer here on steps to retrieve your username and secret from your Payex merchant portal
![screenshot 2024 02 08 183257](/wp-content/uploads/2024/02/screenshot-2024-02-08-183257.png)
- Upon completion of installation you will be directed to Shopify settings with Payex payment > Click “Activate“
- Toggle right or left to select type of payment you wish to activate / deactivate for your Shopify payment journey
- You may also choose to simulate successful and failed transactions on test mode
![screenshot 2024 02 08 184932](/wp-content/uploads/2024/02/screenshot-2024-02-08-184932.png)
- Upon clicking “Activate“, you will see a pop up “Payex Activated”
- You will also see Payex labeled as “Active” in green
![screenshot 2024 02 08 191526](/wp-content/uploads/2024/02/screenshot-2024-02-08-191526.png)
- Click “Payments” and you will see Payex showing under your Shopify Payment page with status “Active” in green
![screenshot 2024 02 08 191826](/wp-content/uploads/2024/02/screenshot-2024-02-08-191826.png)
- You will also receive an email from Shopify that Payex has been activated as a payment provider.
![screenshot 2024 02 08 193313](/wp-content/uploads/2024/02/screenshot-2024-02-08-193313.png)