Shopify

In this guide, we explain how to set up the official Payrexx plugin for Shopify and link it to your Shopify store.

General

Shopify is an e-commerce platform that enables businesses to create and manage online stores without the need for extensive technical knowledge.

Please note that integration with Shopify is only available in the "Standard" and "Premium" plans. For more information

Features

  • ❌ Multicurrency support

  • ✅ Payment method icons in checkout

  • ❌ Cart transmission

  • ✅ Webhook status synchronization

  • ✅ Look & Feel configuration

  • ❌ Individual payment method configuration

  • ✅ Processing refunds within Shopify

Supported payment methods

The following payment methods are supported by the Shopify plugin:

Pricing information

For payments processed through Shopify, a fee of 0.35 % per transaction applies, in addition to the Payrexx transaction fees. Additionally, Shopify charges transaction fees depending on the Shopify plan selected.

Setup

In this section, you will learn how to install the plugin and configure it on both Payrexx and Shopify pages.

Video tutorial on plugin installation

Installation

  1. Open the plugin installation link or click on the link on the presentation page in the App Store.

  2. Select the store you want to install the app to.

  3. Click "Install" in the upper-right corner to initialize the installation process.

Installation initialization
  1. Next, you will see an overview of the Payrexx Payment App. The app requires certain access rights. Click on the "Install" button if you agree with the app accessing this data.

Payrexx payment app overview
  1. Following the installation, you will be redirected to the configuration page (on the Payrexx side) of the plugin. For authentication, you will need to enter the following information from the Payrexx dashboard or your platform's dashboard:

    Save the values by clicking the "Save" button in the bottom right-hand corner. * The instance name is the name of your Payrexx account. You will find it at the beginning of the URL when you are logged into your account: INSTANCE.payrexx.com.

Configuration of the Shopify plugin settings
  1. If the entered data is correct, you will be redirected to the next configuration page. Here, you can choose which payment methods you want to make available in your shop. These settings will only affect the display of payment methods at your shop's checkout. The display of payment methods in the payment gateway is configured in the Payrexx dashboard (see point 7).

Configuration of payment methods
  1. Open the payment provider and payment method settings of your Payrexx account. Only select the payment methods that have already been selected in Shopify (point 6). If this is not the case, you may see more payment methods in the payment gateway than at the checkout in the shop.

  2. Click the "Activate" button to complete the integration. In this article, you will find an example of how payment methods can be configured within the Payrexx account for Payrexx Pay and Payrexx Pay Plus.

Configuration of Payrexx

Make sure you're logged in to your Payrexx account before you begin. If you don’t have a Payrexx account yet, you can register now.

  1. Navigate to API & Plugins and add a new Shopify integration from the e-commerce section.

View of the Payrexx dashboard: e-commerce integrations
  1. Enter your Shopify store URL (ending with myshopify.com) and activate the new integration. You will need the Payrexx "API Key" and "Instance Name" during the plugin configuration step.

View of the Payrexx dashboard: Shopify configuration

Configuration of Shopify

During installation, you will be guided through all configuration steps. If you wish to update settings at a later time, you can do so at the following locations:

Payment Method Configuration: Settings > Payments > Payrexx

Plugin Configuration: Settings > Payments > Payrexx > More Actions > Manage

Open the Shopify plugin configuration

Refunds

Refunds should only be issued via the Shopify Admin Dashboard. This ensures that the information is synchronized between both platforms. If you issue a refund in the Payrexx merchant backend, it will be processed correctly but will not be transmitted to Shopify.

Manual Order Creation

If you wish to manually create an order for a customer, the recommended method is Purchase on Invoice. However, since this payment method is not supported by the Shopify plugin, you must create the respective order not in Shopify, but in the Payrexx merchant administration.

Order Process from the Customer's Perspective

The following sequence outlines the ordering and payment of a product in a Shopify store with an integrated payment solution from Payrexx:

  • The customer selects a product and adds it to the shopping cart:

Adding a product to the shopping cart in Shopify
  • After entering the address details and reviewing the shopping cart, the customer proceeds to checkout:

Entering customer data and initiating the payment process
  • The customer is redirected to Payrexx and selects the preferred payment method from the list; in this example, Visa:

Selecting the desired payment method
  • The customer enters their email address and card details and completes the order:

Initiating the payment

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