Connect a Payment Gateway to Bold Cashier

Overview

Bold Cashier offers integrations with different payment gateways to connect through the app. This step is required, as it will allow you to safely and securely capture your customers payment information.

Each payment gateway has various benefits, and we strongly suggest investigating each gateway further to see which will best support your business. This includes the possibility of your customers using pre-paid credit cards, converting currencies, or fraud detection.

 


 

Supported Payment Gateways

Below is the list of payment gateways that are currently integrated with Bold Cashier.

To see which payment gateways will work best for your country, please see Gateways by Country (links to Spreedly).

Note: Some payment gateways are unable to integrate with Bold Multi-Currency or Bold Subscriptions. If you are planning on integrating these apps with Cashier, please review this with your payment gateway provider, or contact our Merchant Success team for assistance.

When setting up payment gateways, there may be a prompt that appears to enter a credit card. This will be the card that transaction fees apply to.

To manually add a credit card for transaction fees, please follow these steps:

  1. Within the Cashier admin, navigate to Account > Stored Credit Card.
  2. Select the pencil icon to edit your credit card.
  3. Enter your credit card information.
  4. Select Save.

The below list will also include the required credentials, and where to find them within your payment gateway.

 


 

Stripe is our preferred payment gateway provider. With Stripe, your store will be able to accept credit cards and Walletpay (Apple Pay and Google Pay).

Stripe will allow you to create an account to start accepting payments right away. However, your account may be subject to review. If you are selling products/services from one of Stripe's restricted businesses, then your account may be removed/disabled. It is very important to review this before completing this integration.

Note: Stripe is available for merchants in Austria, Australia, Belgium, Bulgaria, Brazil, Canada, Switzerland, Cyprus, Czech Republic, Germany, Denmark, Estonia, Spain, Finland, France, United Kingdom, Greece, Hong Kong, Ireland, Italy, Japan, Lithuania, Luxembourg, Latvia, Malta, Mexico, Netherlands, Norway, New Zealand, Poland, Portugal, Romania, Sweden, Singapore, Slovenia, Slovakia, and the United States.

To see if this payment processor is right for your store, please visit Stripe's website.

 


 

Connect Stripe to Cashier

To integrate Bold Cashier & Stripe with one another, please navigate to Payment Options, then Payment Gateways from within our app. Selecting the Connect button beside Stripe will allow you to enter your account information, and complete this integration.

Once your Stripe account is connected and live to your store, selecting the ellipsis beside the payment gateway account will allow you to enable Wallet Pay.

Cashier_Payment_Gateway_Ellipsis.png

 


 

Credentials

When connecting to Stripe, you will need to log in with your username and password.

For more information on Stripe and enabling Walletpay, please visit our Payment Gateways Integration article.

 


 

SCA Compliance

SCA enables 3DS 2.0 so European Merchants can be compliant with the SCA directive. 

To setup SCA within Bold Cashier, please follow these steps:

  1. Within the Cashier app, select Payment Gateways.
  2. Select Edit on Stripe.
  3. Enable the 3D Secure Toggle.
  4. Select Save.

Braintree can take 7-10 business days to approve your account. Once your Braintree account has been approved, you will have the option to have a PayPal button appear in the checkout of your store. This option is only available if the Braintree PayPal gateway is selected when setting this up.

Note: Braintree is available for merchants in the United States, Canada, Andorra, Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Gibraltar, Germany, Greece, Guernsey, Hungary, Iceland, Isle of Man, Ireland, Italy, Jersey, Latvia, Liechtenstein, Lithuania, Luxembourg, Malta, Monaco, Netherlands, Norway, Poland, Portugal, Romania, San Marino, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey, United Kingdom, Singapore, Hong Kong, Malaysia, Australia, and New Zealand.

To see if this payment processor is right for your store, please visit Braintree's website.

 


 

Connect Braintree to Cashier

Note: This integration with BrainTree Paypal does not support Paypal Express or One-Click checkout.

To integrate Bold Cashier & BrainTree with one another, please navigate to Payment Options, then Payment Gateways from within our app. Selecting the Alternative payment gateways option will allow you to select Braintree. Once this is selected, the required information can be found within your BrainTree account, here:

  • Merchant ID: Gear > Business > Merchant Accounts
  • Public Key: Gear > API > Keys > API Keys
  • Private Key: Gear > API > Keys > API Keys > View
  • Tokenization Key: Gear > API > Keys > Tokenization Keys
  • Merchant Account ID: Gear > Business > Merchant Accounts

Once your Braintree account has been approved, you will have the option to have the Paypal button appear in the checkout of your store. This can only be selected if the Payment Gateway for BrainTree Paypal has been selected.

To ensure this option is selected, sign in to your Braintree admin and navigate to Business > Merchant Accounts. From here, see if the associated merchant account has Paypal as an accepted payment method.

 


 

Using BrainTree with Multi-Currency

Bold Multi-Currency can be integrated with Bold Cashier to provide you with the ability to accept payments in multiple foreign currencies on one Shopify store. BrainTree also allows you to accept multiple currencies through one BrainTree account. 

Note: This integration requires cashier to be enabled on your store in order for these foreign currency payments to be accepted.

To set up this integration between Multi-Currency and BrainTree through Cashier, please follow these steps:

  1. Log in to your BrainTree account.
  2. Select the gear icon in the top right corner, then select Business.
  3. Copy your Merchant Account ID, then select + New Merchant Account.
  4. Select or deselect Accept Paypal (optional).
  5. Select your currency.
  6. Select Save.
  7. Repeat these steps until all your desired currencies are added.
  8. Select API, then Generate New API Key.
  9. Under "Private Key", select View. Copy your private key.
  10. From Shopify's admin, select Apps.
  11. Select Bold Cashier. Navigate to Payment Options, then Payment Gateways.
  12. Select Connect on either the "Braintree Credit Card", or "Braintree Paypal" option.
  13. Enter your Braintree Credentials, then select Save.

 


 

SCA Compliance

SCA enables 3DS 2.0 so European Merchants can be compliant with the SCA directive. 

To setup SCA within Bold Cashier, please follow these steps:

  1. Within the Cashier app, select Payment Gateways.
  2. Select Edit on Braintree.
  3. Enable the 3D Secure Toggle.
  4. Select Save.

Adyen is a payment gateway that is popular on multiple different platforms and in many different countries. 

Note: Adyen is available for merchants in Austria, Australia, Belgium, Bulgaria, Brazil, Switzerland, Cyprus, Czech Republic, Germany, Denmark, Estonia, Spain, Finland, France, United Kingdom, Gibraltar, Greece, Hong Kong, Hungary, Ireland, Iceland, Italy, Liechtenstein, Lithuania, Luxembourg, Latvia, Monaco, Malta, Mexico, Netherlands, Norway, Poland, Portugal, Romania, Sweden, Singapore, Slovakia, Slovenia, and the United States.

To see if this payment processor is right for your store, please visit Adyen's website.

 


 

Connect Adyen to Cashier

To set up Ayden as a payment gateway, navigate to Payment Options, > Payment Gateways then select Alternative payment gateways. Once in this area, select Connect beside Adyen.

Once this is selected, you will have to add your credentials to Bold Cashier. These can be found within your Adyen account, here:

  • Merchant Key: Account > Merchant Accounts > Account Code
  • API Key: Account > Users > Click on ws@Company.[companyname] > Generate new API Key > Copy the key > Save API Key 

Payment Capture

For this integration to work, the manual payment capture must be turned on. To enable this on your store, please follow these steps:

  1. Log in to your Adyen Customer Area with your merchant-level account.
  2. Go to Account, then Settings.
  3. In the Capture Delay drop-down menu, select manual.
  4. Select Submit.

This will allow Cashier to create Authorizations, and then capture them. A capture will happen seconds after the authorization, unless you have delayed payment capture enabled. With delayed payment capture, the payment will be capture when the order is fulfilled, or you manually capture the payment.

Note: After saving, the newly generated API Key will not be visible anymore. Your old API Key will also expire 24 hours after you save the new one.

Please contact Adyen's support team if you have any additional questions regarding their service.

Bold Cashier uses the Customer Information Manager API to integrate with Authorize.net. This feature will need to be enabled in Authorize.Net to be able to use this gateway with Cashier.

Note: Authorize.Net is available for merchants in Australia, Canada, and the United States

To see if this payment processor is right for your store, please visit Authorize.Net's website.

Some features of Authorize.Net's advanced fraud detection suite may not work with the transactions going through Cashier. For example, AVS (address verification system), and/or CVV validation. 

Please contact Authorize.Net's support team if you have any additional questions regarding their service.


Credentials

Here are the credentials required for Authorize.net, and where to find them:

  • API Login ID: Account > API Credentials & Key
  • Transaction Key: Account > API Credentials & Key
  • Client Key: Account > Manage Public Client Key

If you have additional questions regarding Bambora, please contact their support team.

Note: Bambora is available for merchants in Canada, and the United States.

To see if this payment processor is right for your store, please visit Bambora's website.


Credentials

Here are the credentials required for Bambora North America, and where to find them:

  • Merchant ID: Administration > Company Info
  • API Key: Administration > Account Settings > Order Settings
  • Username: Use your Account Username
  • Password: Use your Account Password

If you have any additional questions about Checkout V2, please contact their support team.

Note: Checkout is available for merchants in Andorra, the United Arab Emirates, Argentina, Austria, Australia, Belgium, Bulgaria, Bahrain, Brazil, Switzerland, Chile, China, Columbia, Cyprus, Czech Republic, Germany, Denmark, Estonia, Egypt, Spain, Finland, France, United Kingdom, Greece, Hong Kong, Croatia, Hungary, Ireland, Iceland, Italy, Jordan, Japan, Kuwait, Liechtenstein, Lithuania, Luxembourg, Latvia, Monaco, Malta, Mexico, Malaysia, Netherlands, Norway, New Zealand, Oman, Peru, Poland, Portugal, Qatar, Romania, Saudi Arabia, Sweden, Singapore, Slovenia, Slovakia, San Marino, Turkey, and the United States.

To see if this payment processor is right for your store, please visit Checkout's website.


Credentials

Here are the credentials required for Checkout V2, and where to find them:

  • Secret Key: Settings > Channels > API Keys

If you have any additional questions about Cybersource, please contact their support team.

Note: Cybersource is available for merchants in Canada, the United States, the United Arab Emirates, Brazil, China, Denmark, Finland, France, Germany, India, Japan, Mexico, Norway, Sweden, United Kingdom, Singapore, Lebanon, and Pakistan.

To see if this payment processor is right for your store, please visit Cybersource's website.


Credentials

Here are the credentials required for CyberSource, and where to find them:

  • CyberSource user name: CyberSource account username
  • Your transaction key: Payment Configuration > Key Management > Generate Key > Transaction Processing > SOAP

If you have any additional questions about Elavon, please contact their support team.

Note: Elavon is available for merchants in Canada, the United States, Puerto Rico, Germany, Ireland, Norway, Poland, Luxembourg, Belgium, Netherlands, and Mexico.

To see if this payment processor is right for your store, please visit Elavon's website.


Credentials

Here are the credentials required for Elavon, and where to find them:

  • Merchant ID: Refer to top left of page after logging in (six numerical characters called Account ID).
  • User ID: Usually alpha characters/letters supplied to you by Customer Activation and Training at Elavon.
  • PIN: 64 characters long, supplied to you by Customer Activation and Training at Elavon.

If you have any additional questions about Fat Zebra, please contact their support team.

Note: Fat Zebra is available for merchants in Australia.

To see if this payment processor is right for your store, please visit Fat Zebra's website.


Credentials

Here are the credentials required for FatZebra, and where to find them:

  • Your Fat Zebra Username: This is different from your account login ID.
  • API Token: Please reach out to Fat Zebra support if you need assistance getting your API token.

If you have any additional questions about the Mastercard Internet Gateway Service (MiGS) or their error codes, please contact their support team.

Note: MiGS is available for merchants in Australia, United Arab Emirates, Bangladesh, Brunei Darussalam, Egypt, Hong Kong, Indonesia, Jordan, Kuwait, Lebanon, Sri Lanka, Mauritius, Maldives, Malaysia, New Zealand, Oman, Philippines, Qatar, Saudi Arabia, Singapore, Trinidad, Tobago, and Viet Nam.

To see if this payment processor is right for your store, please visit Mastercard's website.

To use MiGS, you will need to change the payment method from a single sale transaction, to the authorize/capture payment method.

Note: MiGS has rebranded to Mastercard Payment Gateway Services (MPGS). The newer version of MPGS' payment gateway portal is not supported with Bold Cashier.


Credentials

Here are the credentials required for Mastercard Internet Gateway Service, and where to find them:

  • Your Merchant ID & Access Code: MiGS uses a merchant ID and access code for payment processing. These credentials are needed to accept payments. The bank that creates the merchant account will provide you with these credentials. If you've signed up for the payment gateway through a bank, and have not received credentials, please follow up with a representative from that bank and they will be able to assist you.
  • AMA User AMA User Password: Merchants must use Advanced Merchant Administration (AMA) and must be set up with the appropriate AMA privileges to run transactions. You can contact your bank to ensure or request this feature is added to your account.

Note: If your store is currently using Multi-Currency and Cashier together, Moneris will be unable to accept any currencies other than CAD or USD, depending on which is currently set up within your account.

Please contact Moneris' support team if you have any additional questions regarding their service.

Note: Moneris is available for merchants in Canada.

To see if this payment processor is right for your store, please visit Moneris' website.


Credentials

Here are the credentials required for Moneris:

  • Store ID
  • API Token

Note: Please reach out to Moneris if you need help finding these credentials.

Please contact PayFlow Pro's support team if you have any additional questions regarding their service.

When pairing Payflow Pro to Cashier, you will need to whitelist the following IP addresses in Payflow Pro to be able to integrate them together. Visit PayPal's website for more information on whitelisting IP addresses.

  • 167.88.149.182
  • 18.211.189.236
  • 54.204.55.35
  • 52.35.240.234
  • 52.32.57.169
  • 35.157.167.236
  • 52.58.96.97
  • 18.203.12.142
  • 63.35.156.43

Note: Payflow Pro is available for merchants in the United States, Canada, New Zealand, and Australia.

To see if this payment processor is right for your store, please visit Payflow Pro's website.


Credentials

Credentials can be found in your PayPal Business Account under My Account > Profile > Request API credentials under "Account Information". Select Set up PayFlow Pro API Access under "Option 2".

  • Vendor: Username you use to log in to your account - Often same as User.
  • Partner: Partner or Merchant/Vendor ID. This is often the reseller where the PayFlow Pro account was obtained from. This will almost always be PayPal.
  • Password: Your account password.
  • User: User account ID - often same as Login.

Qualpay is currently incompatible with Bold Subscriptions. This is important to note if you currently have both Bold Commerce apps installed to your store.

Please contact QualPay's support team if you have any additional questions regarding their service.


Credentials

Here are the credentials required for Qualpay and where to find them:

  • Merchant ID: Administration > API Security Keys > Key Detail > Merchant ID
  • API Key: Administration : API Security Keys > Create Security Key > Add Label > Manage Permissions > Set Permissions to Payment Gateway API and Customer Vault API > Get Key > Copy It

If you have any additional questions regarding QuickPay or their error codes, please contact their support team.

Note: QuickPay V10 is available for merchants in Germany, Denmark, Spain, Finland, France, Faroe Islands, United Kingdom, Iceland, Norway, and Sweden.

To see if this payment processor is right for your store, please visit QuickPay's website. 


Credentials

Here are the credentials required for QuickPay V10, and where to find them:

  • API Key: Settings > Integration > API Key

You will need to whitelist the following IP addresses in SagePay to be able to use it with Cashier. Visit SagePay's website for more information on whitelisting IP addresses.

  • 167.88.149.182
  • 18.211.189.236
  • 54.204.55.35
  • 52.35.240.234
  • 52.32.57.169
  • 35.157.167.236
  • 52.58.96.97
  • 18.203.12.142
  • 63.35.156.43

Note: Sage Pay is available for merchants in the United Kingdom, and Ireland.

To see if this payment processor is right for your store, please visit Sage Pay's website.


Credentials

Here are the credentials required for Sage Pay, and where to find them:

  • Your Vendor Name: Vendor name will be provided to you by SagePay

If you have any additional questions regarding USAePay, please contact their support team.

Note: USAePay is available for merchants in Denmark, Sweden, and Norway.

To see if this payment processor is right for your store, please visit ePay's website.


Credentials

Here are the credentials required for USA ePay and where to find them:

  • Source Key: Sources and Keys > Add API Key > Apply

If you have any additional questions regarding Worldpay, please contact their support team.

Note: WorldPay is available for merchants in Hong Kong, United Kingdom, Australia, Andorra, Argentina, Belgium, Brazil, Canada, Switzerland, China, Colombia, Costa Rica, Cyprus, Czech Republic, Germany, Denmark, Spain, Finland, France, Gibraltar, Greece, Hungary, Ireland, India, Italy, Japan, Liechtenstein, Luxembourg, Monaco, Malta, Malaysia, Mexico, Netherlands, Norway, New Zealand, Panama, Peru, Poland, Portugal, Sweden, Singapore, and the Holy See.

To see if this payment processor is right for your store, please visit WorldPay's website.


Credentials

Here are the credentials required for WorldPay and where to find them:

  • Login: Account Login (may also be referred to as Merchant ID)
  • Password: Account Password (may also be referred to as XML Password).

Please contact WorldPay's support team directly if you have any additional questions regarding their service.

 


 

Connecting your Payment Gateway to Cashier

To set up a payment gateway on your store, please follow these steps:

  1. Within Shopify's admin, select Apps.
  2. Select Bold Cashier.
  3. Select Payment Options, then Payment Gateways.
  4. Select Connect Gateway.
  5. Select Connect next to your preferred gateway.

    Note: Some payment gateways may redirect you to their site to complete the set-up process.

  6. Add the required Payment Gateway information (such as username, password, API token, etc)
  7. Select OK.

 


 

FAQs

With Bold Cashier, Paypal is able to be accepted in the checkout while connected to the Braintree payment gateway. Walletpay is only able to be accepted when connected to Stripe or Adyen.

For more information on accepting Walletpay & Paypal on your store, please visit our Third Party Integrations with Bold Cashier article.

Currently, all payment gateways that are able to be used within Bold Subscriptions V1 are listed above. If you are looking to request an integration with a payment gateway not listed, please connect with our Partners Team to inquire if the integration could be built into your store.

Yes! You are able to change the bank account that is linked within your payment processor. This change will not affect how Bold Cashier works on your store, and you will not have to make any adjustments within our app specifically.

To make this adjustment, please log into your account with the payment processor and update your bank details there.

 

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