Shopify

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

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.

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. To learn how to create templates, see our dedicated chapter in the Hosted Checkout Page guide. Click on "Save” to confirm your settings.

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: "Automatically capture payment for orders": The amount has been ordered to be paid out in one go. Use this mode to receive the money before shipping the order There are no further actions required to capture the transaction. Successful transactions will have status="CAPTURED" / statusOutput.statusCategory="COMPLETED" / statusOutput.statusCode=9 In the Shopify Back office, the status will be "Paid". "Manually capture payment for orders": The amount is only blocked on your customer's card. Successful transactions will have status="PENDING_CAPTURE" / statusOutput.statusCategory="PENDING_MERCHANT" / statusOutput.statusCode=5 (Use this mode when you wish to capture a transaction only after shipping the order). In the Shopify Back office, the status will be "Authorized". Click on "Save" to confirm your settings. If "Payment capture" is set to "Manually capture payment for orders", beware of the following: Make sure that you capture authorised transaction later. Only then will the transaction have status="CAPTURED" / statusOutput.statusCategory="COMPLETED" / statusOutput.statusCode=9, for which you receive the actual payment for the transaction. Capture transaction in the Shopify Back Office via the Order module.

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 which could help your business to 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 our dedicated Test cases page. Target our test environment as described in the "Configure Plugin" section.