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1. Introduction

Our Shopify plug-in comes with regular updates and full integration support, guaranteeing a versatile out-of-the-box solution to accept online payments easily:

  • Supports Hosted Checkout Page integration mode
  • Offers the following payment methods on our platform:
    American Express iDEAL MasterCard WeChatPay
    Bancontact Illicado Mealvouchers
    Bizum Intersolve Multibanco
    Carte Bancaire JCB SEPA Direct Debit
    Diners Club Maestro Visa
  • Accepts payment operations (Refunds, authorisations, captures etc.) directly from your Shopify Back Office

Keep an eye on our Release Notes to stay informed about updates and new features (i.e. payment methods, services, integration modes) we have added to this plugin!

Check out our documentation to learn how to link your store with our platform to profit from all these features!

Download plugin

2. Create account

To process transactions with this plugin, you need an account on our platform.

This plugin works with both our test and live environment. A test account is a great way to get familiar with both the plugin and our platform. Once you want to go live, create a production account or contact us!

3. Install plugin

The first step to use the plugin is the installation process. Before you proceed, make sure your infrastructure meets these system requirements:

Item Description
Plugin package 

Download the plugin

Direct credentials
Shopify

No specific requirements, compatible with every store

PCI compliancy

SAQ A (14) 

The plugin’s in-built features ensure this security level, but you still need to get the certificate from your acquirer

Once done, follow these steps:

  1. Login to the Shopify Back Office. Go to Settings > Payments
  2. Click on the "Add payment methods" button. Enter "Worldline Online payments" in the "Search by provider" tab in the search mask
  3. Click on "Activate". In "Account status", click on "Connect" to configure the plugin

Shopify-1.png
The image above shows where to add the plugin to your Shopify store.

4. Configure Plugin

After the installation, you need to configure the plugin to link your store to our platform.

Configure basic settings

  1. Login to the Shopify Back Office. Go to Stores > Worldline Online Payments > Login
  2. Go to Settings > Payments. In Supported payment methods, search for the "Worldline Online Payments" section. Click on Manage to configure the following settings:
    Property Description/Actions
    Activate/Deactivate
    Worldline Online Payments

    Click on the "Activate/Deactivate Worldline Online Payments” button to enable/disable the plugin

    Click on "Save” to confirm your settings

    Test mode

    (De-)Flag "Enable test mode" to link your shop to the respective environment. Depending on your selection, the shop module will send the transaction requests to the test or production environment

    Click on "Save" to confirm your settings

    Make sure to
    • Not mix up data from test/production and vice versa when configuring "Merchant Credentials" fields
    • Deflag "Enable test mode" as soon as you have finalised your tests
    Settings > Merchant Credentials > Account status > Manage

    Enter the following credentials in these fields:

    Merchant Credentials

    • "Production/Test Merchant Id": Enter your PSPID from our platform that you want to use for transaction processing
    • "Production/Test Api Key": Enter the test/live API Key of your test or live PSPID. Read our dedicated guide to learn how to generate one
    • "Production/Test Api Secret": Enter the test/live API Secret of your test or live PSPID. Read our dedicated guide to learn how to generate one

    Webhook Settings

    • "Webhooks Key": Enter the webhooks Key of your test/live PSPID from the Merchant Portal as described in our dedicated guide
    • "Webhooks Key Secret": Enter the webhooks Secret of your test/live PSPID from the Merchant Portal as described in our dedicated guide

    Webhook URL

    • "Webhooks URL": Copy this URL into the Endpoint URLs fields in the Merchant Portal as described in our dedicated guide

    Payment Service Provider

    • "Payment Service Provider API URL": Enter our LIVE endpoint URL payment.direct.worldline-solutions.com
    • "Payment Service Provider Test API URL": Enter our TEST endpoint URL payment.preprod.direct.worldline-solutions.com

    Hosted Checkout Variant

    • "Hosted Checkout Variant": Enter the file name of your template to adapt our payment page to the look and feel of your shop. Learn here how to create templates

    Click on "Save” to confirm your settings

    Shopify-2.1.png
    The image above shows where to configure the plugin in the Shopify Back Office.

Make sure to
  • Not mix up data from test/production and vice versa when configuring "Merchant Credentials" fields
  • Deflag "Enable test mode" as soon as you have finalised your tests

Configure payment methods

  1. Login to the Shopify Back Office. Go to Stores > Worldline Online Payments > Login
  2. Go to Settings > Payments. Configure the following settings:
    Property Description/Actions
    Add payment methods When installing the plugin, all payment methods the plugin supports and that are active in your account
    are made available automatically
    Payment capture

    Define whether to process the transactions as authorisation mode or as direct sale by clicking on the "Payment capture" button. Select one of the following options:


    Click on "Save" to confirm your settings

    If "Payment capture" is set to "Manually capture payment for orders", beware of the following:

    Shopify-3.png
    The image above shows where to configure authorisation/direct sale mode in the Shopify Back Office.

5. Manage payments

We have designed the plugin to follow-up on your orders automatically and autonomously, freeing you from the administration involved. Learn here how to use our plugin effectively to make your business thrive!

Perform maintenance operations

Captures, refunds and cancellations of authorisations are standard processes (maintenance operations) in your everyday business logic. Learn here how to perform these operations directly in the Shopify Back Office:

  1. Login to the Shopify Back Office and go to Orders. Click on the order in the table
  2. In the order overview, depending on the order’s status, the following buttons are available:
    Order status Available buttons
    statusOutput.statusCode=5 / Authorized
    • "Capture payment": Capture the authorised amount to receive the funds for the order
    • More actions > Cancel order: Cancel the authorised amount
    statusOutput.statusCode=9 / Paid
    • More actions > Cancel order: Reimburse the funds for the order

Perform test transactions

Use our platform’s test environment to make sure your plugin works as intended. We offer test data sets on both our dedicated test cases page and in the "Testing" tab for individual payment methods. Target our test environment as described in chapter "Configure plugin".

Make sure to target our live environment as soon as you have finalised your tests