Table of Contents
- Overview
- Prerequisites
- Installing Shopify on a Merchant Account
- Reporting
- Frequently Asked Questions
- Video Tutorial
Overview
Our Shopify plug-in connects the merchant's online store to the merchant's payment gateway, ensuring smooth and secure transactions. It acts as a bridge, transmitting transaction details to the payment gateway for processing. The plug-in ensures compatibility and establishes a secure connection through encryption protocols. It updates order statuses and enables tracking, refunds, and sales reports within their Shopify dashboard. We have made it super simple for merchants to connect their online stores.
Prerequisites
Partners - to enable the 'Shopify' service for a merchant account, you will need to log in to your Partner Portal → head over to 'List Accounts' → click on the merchant name → scroll down to 'Value-added Services' → click on the 'Update Services' button. You may choose to activate or offer the service to the merchant. Click the 'Submit' button to save any of your changes.
To enable the 'Shopify' service for multiple merchant accounts, please go to our "How do I Mass Enable a Value-Added Service?" in our Mass Enablement article.
Navigating to the Shopify Page
Merchants - in the Merchant Portal, on the left side panel → click on 'Marketplace Apps' → 'Shopify'.
Note - If you activate the service for the merchant, then as the affiliate you agree to the fees on behalf of the merchant. If you offer the service, then the merchant will need to log in to their merchant portal and accept the fees before they can begin using the plug-in.
Installing Shopify on a Merchant Account
Merchants can install the Shopify App directly from the Marketplace Apps via their Merchant Portal.
The merchant can click on Marketplace Apps → App Store.
To install:
- Login to the Merchant portal → Marketplace Apps → Shopify.
- Click on the Install button.
- The link will take the merchant to the Shopify app where you will see Safe Web Services.
- Click Install.
The merchant will be presented with a pop-up showing that the app needs access to:- view personal data
- view and edit store data
- Click Install.
- The merchant will be redirected to the merchant portal to log in.
- Login to the portal.
- A pending page will appear to confirm the details.
- Click Confirm.
- The merchant will be redirected to Shopify to confirm the store details.
- The merchant will be redirected to Shopify to confirm the store details.
- Click Activate at the bottom.
Yay! The installation is complete and the merchant can now log in to the merchant portal to confirm this by going to Marketplace Apps → Shopify and looking for the Created On date.
Reporting
Merchants would typically spend their time in Shopify but can use our reporting feature using the Transaction Snapshot → Group By : Transaction Source and Shopify will appear as a source.
Frequently Asked Questions
What is the reason for sunsetting the old Shopify Integration? Shopify is migrating payment provider integrations to a new platform. The new integration will be activated via the Merchant Portal.
What is different with the new App? The new app is integrated into Shopify’s newest Payments Platform and provides the same level of performance so your shoppers will not notice a change during the checkout process.
What is NMI’s role in payment security by being integrated with Shopify? NMI is responsible for securely collecting payment information, adhering to laws and PCI requirements, processing payments as specified by Shopify, redirecting buyers back to Shopify, and settling transactions within five days.
How do I view transaction history and void or refund a transaction? Please login to your Shopify Account to void and or refund transactions. The transaction history can be viewed through Shopify's platform or the Merchant Portal.
What is the Shopper experience? Is this an inline checkout flow or a redirect flow? It's an inline checkout flow. It's the same Shopper experience, with NMI supporting the transaction processing on the backend.
Are there any limitations on payment methods? NMI offers Visa, Mastercard, Maestro, American Express, JCB, Discover, and Diners Club card payments. Apple Pay and Google Pay are supported through Shopify and will be offered if the Merchant has those enabled in their Shopify setup.
Per Shopify regulations, we aren't able to route digital wallet transactions through NMI.
Are there any limitations on regions?
This initial launch is limited to the US and other non SCA/3DS required countries.
Does Shopify support any other services on the gateway?
Apple Pay/Google Pay is supported via Shopify, but not directly us. To clarify, wallets can't be used if we are the chosen payment provider. Recurring and 3DS payments are not supported at this time.
Does Shopify integrate with any of our terminals?
Shopify has their own devices for in person payments and we do not support them at this time.
Does our integration support other currencies besides USD?
The merchant can process other currencies if their account is set up to accept them.
Video Tutorial