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Installation Guide for Bold Checkout

Laurel
Laurel
  • Updated

Bold has created a custom Platform Connector which allows you to connect your store to Bold Checkout while on Magento 1. 

To connect Bold Checkout, you will need to create an account in Bold Account Center, and add the files to your store as an extension.

This article will walk you through the setup process, step-by-step.

 

 

Prerequisites

Before you connect your Magento 1 store with Bold Checkout, ensure you have the following:

  • A Magento account.
  • A payment gateway associated with the store.
  • An SFTP client with a connection to your store's Magento 1 server.

 

 

Configure firewall settings

Many merchants have firewalls in place that restrict incoming and outgoing network traffic, allowing only a predefined set of IP addresses. The nature of a platform connector requires Bold to make calls to your server. For Bold's integrations to function, Bold domains must be able to make requests to your application.

To ensure proper operation, you must configure your firewall settings to allow requests from the following domains for Bold applications:

  • https://api.boldcommerce.com
  • https://checkout.boldcommerce.com
  • https://magento-1-connector.boldapps.net

Bold's applications are hosted on Google Cloud Platform. If you prefer to configure your firewall to allow requests from a comprehensive list of IP addresses instead of domains, Google's official IP ranges are compatible with our applications.

 

 

Setup

1. Create an account in Bold Account Center

To create an account and connect your store in Bold Account Center, please follow the steps below.

  1. Navigate to the Bold Account Center Login Page.
  2. Select Create account.

    Create account

  3. Complete the Name, Organization name, Email, and Password fields.

    Note: The organization name will represent your company. You can add multiple stores under your organization in Account Center.

    Information submission page

  4. Select Next.
  5. From the dropdown menu under Platform, select Magento 1.
  6. Enter your Store URL, and select your store Currency.
  7. Select Add store.

    Note: When adding your store address, you will need to use the default URL.

    Magento 1 details

  8. A message will appear to confirm you've successfully added your first store. You can go to the Account Center Launchpad, or invite users to manage your store. For more information please visit, Invite or Deactivate a user in Account Center. 

    Success message

 

2. Create an API access token in Account Center

  1. From within Account Center, expand the left-hand menu and select API access tokens.

    Expanded left-hand menu

  2. Select Create API access token.
  3. Enter the API access token name and select the scopes as shown in the screenshot below.

    M1 Scopes

  4. Select Create.

    Note: You will now be provided with the Shared Secret and API access token. This API access token will disappear once the dialogue box closes. Save this information in a secure place.

  5. Select Done.

 

3. Install Bold Checkout

  1. Within Bold Account Center, and navigate to Launchpad.
  2. In the Available Bold apps section, click Add under Bold Checkout.
  3. Click Accept and Continue to agree to the terms of service and privacy policy.

Once complete, you are redirected to the Bold Checkout admin.

 

4. Configure Bold Checkout

  1. From within Bold Checkout, navigate to Payment options > payment gateways.
    • To add a development gateway intended for testing, slide the toggle to the right to enable Development mode. Bold recommends first connecting a payment gateway in development mode so that you can ensure everything is set up correctly.

      Note: You will need to use a real credit card even when using a payment gateway in development mode. If you need to bypass this step, please reach out to our Customer Success team.

    • To add a production payment gateway, toggle off Development mode, and set up a supported payment gateway in the Connect a payment gateway section. Bold recommends using either the PayPal Commerce Platform (PPCP) or Braintree payment gateways as you will not be charged Bold Checkout fees when using these platforms.

      Payment gateways

 

5. Add the Platform Connector in Bold Account Center

  1. Within Bold Account Center, navigate to Launchpad, and select the Integrations tab.

    Integrations tab in Account Center Launchpad.png

  2. Click the Add button on the Platform Connector for Magento 1 card.

    Note: If you have more than one store in Bold Account Center, a drop-down appears for you to select the desired store. 

  3. Review the required scope permissions, and click Approve to accept them.

 

6. Add the Bold Checkout integration to your Magento 1 store

  1. Download the Checkout and CheckoutIntegration directories from GitHub.
  2. Copy the files to the app/code/community location in your store's directory.
  3. Navigate to the root directory (the parent directory of /app) and execute the following commands: 
    cp ./app/code/community/Bold/Checkout/etc/Bold_Checkout.xml ./app/etc/modules/ 
    cp ./app/code/community/Bold/CheckoutIntegration/etc/Bold_CheckoutIntegration.xml ./app/etc/modules/ 
    cp -r ./app/code/community/Bold/Checkout/design/* ./app/design/ 
    cp -r ./app/code/community/Bold/Checkout/locale/* ./app/locale/ 
    cp -r ./app/code/community/Bold/CheckoutIntegration/design/* ./app/design/
  4. Navigate to your store's Magento 1 Admin Panel.
  5. Clear the cache by following the steps below.
    • Navigate to System > Cache Management.
    • Click the Flush Magento Cache button.

      Flush Magento Cache

    • Click the Flush Cache Storage button, and then click Ok on the confirmation pop-up message.
  6. Navigate to System > Configuration, and click Checkout in the Sales section of the left-hand menu.
  7. In the Current Configuration Scope drop-down menu, select Main Website.

    Main Website

  8. Expand the Bold Checkout Integration drop-down.
    • Select Yes in the Enable Bold Checkout section.
    • Populate the API Token using the API access token that you created within Bold Account Center in step 4 above.
  9. Click the Save Config button in the top-right corner of the page.
  10. Expand the Bold Checkout Integration Advanced Settings drop-down, and edit any setting in this section if necessary.

    Bold Checkout Advanced Integration settings

  11. Click the Save Config button in the top-right corner of the page.
  12. Expand the Bold Checkout Platform Connector Integrations drop-down and click Authorize.

    Authorize button

 

7. Place a test order

To ensure everything is set up correctly, you can place a test order using development mode, using your associated gateway's test card. Once development mode is off, you can also test your Magento store configuration using real payment data.

Follow the steps below to place a test order in development mode.

  1. From within Bold Checkout, navigate to Payment Options > Payment Gateways.
  2. Toggle Development mode on.
  3. Navigate to your Magento 1 storefront, select an item, and proceed to checkout.
  4. Use your payment gateway's associated test credit card to complete the order.
  5. Once your order successfully completes, return to the Payment Gateways page in the Bold Checkout admin and turn Developer mode off.