Third Party Integrations with Bold Cashier

Bold Cashier can use Facebook Pixel to track how your customers interact with your store. Facebook Pixel is able to collect data to help you plan our ad campaigns, and acquire new customers to your store.

For more information and setup instructions, please visit Facebook Pixel & Cashier Integration.

Bold Cashier can use Google Analytics to track your customers journey throughout your store. This helpful eCommerce tool helps you understand where your customers are leaving your store, and where you may need to make changes to improve conversion.

For more information and setup instructions, please visit Google Analytics & Bold Cashier.

Google Tag Manager is a tool that allows you to use tracking scripts and gather analytics on your website without having to modify the site's code.

Bold Cashier allows you to use Google Tag Manager to expand on your analytics for your checkout process. You're about to track your customer's journey through your site to ensure their checkouts are completed.

For more information and setup instructions, please visit Google Tag Manager & Bold Cashier Integration.

Bold Cashier integrates with Kickbooster to seamlessly track referrals made to your store. The app will record any of the referral purchases that are made through Cashier.

Out of the box, these two apps will work together without any additional steps. However, Kickbooster allows you to display a post-purchase pop-up to your customers that encourages them to refer others to your site.

Note: Please visit Kickbooster's Help Center for more information on the app.

1. From the Shopify admin, select Apps.
2. Select Bold Cashier.
3. Select Settings, then Analytics.
4. Navigate to the Custom Script section and select Enable custom script.
5. Copy and paste the following code within this section:
   

   (function() {
     var s = document.createElement('script');
     s.type = 'text/javascript';
     s.async = true;
     s.src = "https://kickbooster.me/shopify/post-purchase.js?shop=" + encodeURIComponent(platform_id);
     var x = document.getElementsByTagName('script')[0];
     x.parentNode.insertBefore(s, x);
   })();

6. Select Save.

The Klaviyo integration with Bold Cashier gives you more flexibility with your abandoned carts, allowing you to set up email flows with different notifications.

Klaviyo is a powerful marketing tool that can send emails to your customers based on specific criteria. You can view certain metrics that your customers hit, and automate an email flow based on those metrics.

To get started with this integration, you will need a Klaviyo account in order to generate the emails that are sent to your customers. Once this is complete, please follow this guide to getting started:

Enable Merchant Scripts within Cashier

This integration uses the Merchant Scripts feature within our app and Klaviyo.

1. From the Shopify admin, select Apps.
2. Select Bold Cashier.
3. Select Marketplace.
4. Select Install on the Merchant Scripts option.
5. Select Allow.

Copy Klaviyo's API Key

In order to send information from Cashier to Klaviyo, you'll need to copy over your API key from inside your Klaviyo admin.

1. Navigate to Klaviyo's login page.
2. Enter your account information and select Log in.
3. Select the account icon in the top right corner.
4. Select Account.
5. Select Settings, then API Keys.
6. Copy and paste your public API key into a notepad or similar software.

Paste API Key into Cashier

The API key you copied from Klaviyo now needs to be placed within Cashier's admin.

1. Navigate back to Cashier's admin and select Marketplace.
2. Select Configure on the Merchant Scripts option.
3. Copy and paste the following code into the Cashier Startup Script: cashier_startup.html
   ×

   Cashier Startup Script

   Copy and paste the code below into the Cashier Startup Script section.

   Close
4. Replace "*YOUR COMPANY ID*" with your copied API key.

   Note: Make sure there is no space between the equal sign and your API key.

   

5. Enable the Embed startup script option.
6. Copy and paste the following code into the Order Completed Script: cashier_klaviyo_order_complete.html
   ×

   Order Completed Script

   Copy and paste the code below into the Order Completed Script section.

   Close
7. Replace "*YOUR COMPANY ID*" with your copied API key.

   Note: Make sure there is no space between the equal sign and your API key.

8. Enable the Embed order complete script option.
9. Select Save.

Setup Email Flows in Klaviyo

The two metrics that Cashier tracks are Started Checkout (when the customer has entered their email address) and Order Completed (when the customer has completed their checkout process).

When creating your email flows, we recommend that you do not use Shopify's metrics to create your abandoned cart flow. This can cause issues with how and when these notifications are sent to your customers.

Using this integration means that you must use the Started Checkout and Order Completed metrics.

1. Select Flows.
2. Select Create Flow.
3. Create your abandoned cart flow.
   Note: Please visit Create a Flow on Klaviyo's help center for more information on how to setup an email flow.

Setup Abandoned Cart Emails in Klaviyo

When integrating Cashier, Bold Subscriptions and Klaviyo, you can setup and enable abandoned cart emails to increase your subscription conversions.

Note: The Started Checkout and Order Completed metrics will only appear after you've processed an order through Cashier with the Klaviyo integration completed.

Please follow all steps for integrating Klaviyo with Cashier before completing these steps.

1. From the Flows tab within Klaviyo, find your Shopify Abandoned Cart Flow, and select the Edit Flow dropdown.

   

2. Select Clone.

   

3. Within the Clone Flow pop-up, change the trigger from Checkout Started to Started Checkout.

   

4. Select Clone Flow.

Add a Resume Checkout Button in Klaviyo

A resume checkout button allows your customers to go back to the checkout with their previous cart information.

The button also saves any properties that are applied to the cart (For example, if an integration changes the price, currency, or creates a subscription, the customer will still have those changes).

1. From within Klaviyo's admin, select Flows, then Abandoned Cart.
2. Select the ellipsis on Email 1, then Edit.
3. Select Edit Content, then Return to your cart.

   Note: You can edit the complete your purchase hyperlink to navigate back to your customer's abandoned cart. Select complete your purchase and repeat the previous steps to do so.

4. Copy and paste the following code over top of the Link URL:
   

   {{ event.ResumeUrl }}

5. Select Save.

Limitations

At this time, stores will be unable to show product images within Klaviyo's email templates.

The prices for products are not currently displayed in a traditional pricing format. They will appear in the cents value. (IE. $200.00 will appear as 20000).

Klaviyo is only able to trigger emails for the started checkout when customers enter their email address, and when an order is completed.

The following apps may change or affect information that is sent through Klaviyo:

Bold Subscriptions

If a subscription product is an abandoned cart, it will keep its subscription information if the customer chooses to resume their checkout.

Bold Multi-Currency

If a customer abandons their cart in a foreign currency, the currency that the customer selected will be the one the checkout will be using when they resume their session.

Bold Custom Pricing

The Customer must be logged in to their checkout session. Their discounted pricing will then display in the checkout.

Bold Upsell

If their cart meets the requirements for an After Checkout offer, Upsell will display that offer to the customer.

Bold Cashier is integrated with LeadDyno to provide your store with the ability to create an affiliate marketing program. Cashier will then pass this information over to LeadDyno to associate your referral purchases with the correct referrer.

This integration requires that the LeadDyno app be added to your store in order to create your referral settings.

To enable this integration, open the Bold Cashier app and navigate to Marketplace > Install on LeadDyno Affiliate Marketing.

Bold Cashier is integrated with SMSBump to provide you with the ability to send marketing texts to customers that choose to receive them. SMSBump can send personalized text marketing, abandoned cart reminders, order ship notifications, and more.

Enabling this integration displays a checkbox in Cashier's checkout that allows your customers to opt into receiving sms notifications from your site. You're also able to view stats on how many customers converted from the notifications.

Note: You must be on the SMSBump plan ($34.99/monthly) or higher in order to use this integration. You can upgrade your plan tier within SMSBump by selecting Upgrade under the Plan section.

Setup

1. From the Shopify admin, select Apps.
2. Select SMS Marketing and Automation by SMSBump.
3. Select Integrations.
4. Select Bold Cashier.
5. Select Configure SMSBump in Bold Cashier.

   Note: You'll be redirected to Cashier's admin in a new browser tab.

6. Select Allow.

When this step-by-step is complete, you will need to enable the Abandoned Cart automation from within SMSBump if you would want to send messages for this action.

This flow can be enabled by navigating to Automations > Create new automation > Event > Bold Cashier Abandoned Checkout.

Bold Cashier's integration with Facebook and Twitter allows your customers to promote your site by posting their purchase on these platforms. In return for their advertising, you're able to offer them a discount for their order.

To set this up on your store, open Bold Cashier and navigate to Marketplace > Select Enable on the Tweet for Discount option. From here you can set up your discount exactly how you would like, and Save.

Bold Cashier integrates with Google Autocomplete to provide your customers with the flexibility to checkout faster than ever.

Autocomplete uses Google's API technology to find addresses relevant to what the customer is typing in your checkout. 

1. Log into the Google API Console.
2. Select Select a project.
3. Select your project. If you do not have a project yet, you would instead select Create Project.
4. Enter a Project name.
   
5. Select Browse to choose a location.
6. Select the location, then choose Select.
7. Select Create.
8. Look for the Google Places API Web Service and Google Maps Javascript API.

   

   If the APIs are not listed, they can be enabled with the next steps:

9. Select Enable API's and Services.
10. Search for Places API, and select it.
    
11. Select Enable.
12. Search for Google Maps Javascript API.
13. Select the Google Maps Javascript API, and Enable.
14. Select Credentials. If there are no credentials, you will need to create one.
15. Select API Key.

    

16. Select the API Key Name.
17. Under Key restriction, review what is selected:
18. If HTTP referrers (websites) is selected, enter cashier.boldcommerce.com in the Accept requests from these HTTP referrers (websites) field.
19. Select Save.
20. Select the API key, and Copy it.
21. Open the Bold Cashier app through Shopify.
22. Select Settings, then General Settings.
23. Navigate to the Google Autocomplete section.
24. Enter the API key, and select Save.

Troubleshooting

Bold Cashier integrates with Loqate to add an address autocomplete to your stores checkout. This will allow your customers to quickly choose their address as they begin typing it in.

This integration cannot be used on the same checkout as Google Autocomplete. Loqate also is unable to validate the addresses being entered.

To integrate these two apps, add your Loqate API Key to Bold Cashier by navigating to Settings > General Settings. From here, you will be able to select Connect next to Loqate.

Limitations

Stores are unable to utilize both Google Autocomplete and Loqate in the same checkout.

The features within Loqate are unable to validate an address, as they will just allow the fields within the checkout to be filled in automatically. A customer can then edit the address manually after making their selection.

Bold Commerce only supports Loqate's 'address autocomplete' for the shipping and billing addresses. We are unable to support additional features such as the phone number or email validation.

Setup

1. Ensure your Loqate account is created and set up.
2. From your dashboard, select Add service +.
3. Select API Key.
4. Write down or take note of your API key. You will be inputting this key in Step 7.
5. From within our Cashier app, select Settings > General Settings.
6. Under the Address Autocomplete section, select Connect next to Loqate.
7. Enter your Loqate API key from Step 4.
8. Select Save.

Route is an app that offers shipping protection for your customers post-purchase. This includes features such as real-time package tracking, and modern customer communication tools. This integration is all built in, without needing coding or development to complete.

1. From within Bold Cashier, select Marketplace.
2. Select Install on the Route option.
3. Enter your .myshopify.com URL.
4. Select Install.
5. Select Allow to configure Route settings.

If your store already uses Route, it will need to be activated via our app. Please follow these steps to complete this:

1. Uninstall the Route app from the Shopify app store.
2. Install the Route plugin from the Bold Cashier marketplace.

This will ensure that the Route widget displays on the checkout page of your store, and the cost for Route shipping protection is listed under the "fees" section.

Once this purchase is completed, the order will be created within Route. Once the order is marked as fulfilled, the shipment will be created via the Route app!

Bold Cashier is integrated with Shop Circle Loyalty Points to allow your customers to earn points by:

• Purchasing products
• Sharing your store on Twitter or Facebook
• Referring new customers
• Signing up
• Joining tiers when they reach point milestones

These points can be redeemed to pay for their purchases while using the Bold Cashier checkout. Your customers can redeem their points for more than one product at a time, towards a single product within an order, or to cover shipping costs.

Functionality

Enabling this integration will add a widget to the Cashier checkout where your customer can select how much of their points they would like to use.

You can also use the discount codes that get created through Loyalty Points in the Cashier Checkout if you install the Shopify Discount Connector. 

Your customers will earn points when making purchases in the Bold Cashier Checkout.

Limitations

If your store is integrated with other Bold apps as well as Shop Circle Loyalty Points & Cashier, there may be some limitations to this functionality.

Bold Subscriptions

With Bold Subscriptions, your customers can redeem their points for the first Subscription purchase. All subsequent orders will be charged to your customers credit card, and they will be unable to make further purchases with their points.

When a subscription is purchased on your store, your customers will be unable to earn points on that product. Points can only be earned on your standard one-time purchase items.

Bold Multi-Currency

Bold Multi-Currency is an app that helps with converting your store prices to the different currencies that your customer's need. Loyalty points will only be able to convert points correctly in your store's default currency. The points are unable to be adjusted other currencies in Bold Multi-Currency.

Bold Upsell

Points can be earned and used on original purchases. When using points for purchases, your customers will be unable to earn or use their points for any items added via the "Upsell after Checkout" feature.

1. From the Shopify admin, select Apps.
2. Select Bold Cashier.
3. Select Marketplace.
4. Select Enable on the Loyalty Points option.

Bold Cashier is integrated with NoFraud to provide you with fraud detection services within its checkout. NoFraud offers powerful, automated fraud detection services to approve transactions that would normally be declined by other detection services.

Cashier will pass the following information into the Shopify order attributes to determine whether the order is safe or not: Customer's IP address, Credit card BIN, CVV result, AVS result.

The exact attribute names and values will differ based on the payment gateway used for the order. All payment gateways will pass the customer's IP address to Shopify's order attributes. Only Stripe, Authorize.Net, Opayo (formerly SagePay) and BrainTree will pass the credit card BIN, CVV results, and AVS result.

Bold Cashier is integrated with QuadPay to provide your customers with the flexibility to split their orders into payments. This works as a complimentary option to your current payment gateway provider. This integration requires a QuadPay account to properly function.

QuadPay's payment button will display in Cashier's checkout, and process the order through QuadPay's payment service (similar to PayPal) if they choose the option to split their order cost.

To enable this integration, open the Bold Cashier app and navigate to Marketplace. Select Install on the QuadPay option.

Sezzle is a service that allows your customers to split their payments into 4 interest free payments, spread over 6 weeks. This integration allows you to offer payments through Sezzle on orders placed through Bold Cashier.

This integration requires your store to have a Sezzle Merchant account. We suggest ensuring that the account is created before integrating with Bold Cashier, to ensure that the set up process is seamless.

Setup

There currently are limitations between Sezzle and other Bold Apps that can be integrated with Cashier. 

Bold Subscriptions

At this time, Sezzle is incompatible as a payment method for subscription purchases. When a subscription product is in your customer's checkout, the option to pay with Sezzle will not appear.

Sezzle and Bold Subscriptions cannot be enabled at the same time in Bold Cashier.

Bold Upsell

With the Upsell After Checkout feature, products that are offered will not be added to the order if the customer chooses to use Sezzle as a payment method within the checkout.

To set up Sezzle in Cashier, please follow these steps:

1. From the Shopify admin, select Apps.
2. Select Bold Cashier, then select Marketplace.
3. Select Install on the Sezzle option, and enter your Sezzle account credentials.
4. Select Allow.

For any additional support or assistance with this integration or with setting up Sezzle's app, please contact their support team.

Bold Cashier is integrated with Riskified to provide you with fraud detection services in its checkout. Riskified offers powerful, automated fraud detection services to approve transactions that would normally be declined by other detection services.

Riskified will detect certain attributes from the Bold Cashier order that gets created in Shopify, and assign a risk factor to the order. 

For more information on getting started with this integration, please contact Riskified for further assistance.

Bold Cashier is integrated with Zapiet's Store Pickup + Deliver service to provide your customers with the options in how they receive their products. Zapiet allows you to offer local delivery and pickup options to your customers. This is ideal if you have brick and mortar stores, or offer in-house delivery.

Zapiet will override any shipping rates that you have enabled within Cashier. It is still recommended to keep back-up rates in Cashier, in the off-chance that the Zapiet's services are down.

To integrate Zapiet, open our Bold Cashier app and navigate to the Marketplace. From here you can Install the integration for Store Pickup + Delivery by Zapiet. 

If your store is also using Bold Subscriptions, please view our Integration Hub for Bold Subscriptions article for more information.

Bold Cashier integrates with Bespoke Shipping to provide you with a dynamic way to set and offer shipping rates in Cashier. These shipping settings are configured through a coding file, and give you the flexibility to offer vastly different rates based on multiple criteria.

The Bespoke Shipping app must be installed on the site for this integration to work. This integration will also override your shipping settings in Bold Cashier. Currency selection on shipping rates does not work with Cashier. Specifically, all rates will be returned to the store's default currency rate regardless of what the currency is set to within Bespoke. Please contact Bespoke's support team for alternate options.

To complete this integration, open the Bold Cashier app > Marketplace > select "Install" on the Bespoke shipping option.

With EasyShip, you are able to provide your customers with live shipping rates directly through the Cashier checkout. An account with EasyShip is required, as there you will be connected with a network of different shipping couriers.

All of your preferred shipping methods and rates can be input directly to EasyShip, which then can be integrated to your Bold Cashier app to make this process seamless.

If you are experiencing any troubles with this integration, or require any additional assistance with setting up your rates in the EasyShip app, please contact their support team.

Bold Integrations

Currently, there are some limitations between EasyShip and other apps that integrate with Bold Cashier. If you utilize any other Bold apps with Cashier, please review the following for additional information on how this will function on your store:

Bold Subscriptions

Shipping rates provided by EasyShip will be available for your customers' initial subscription order. Any orders beyond the first order will not be able to pull the rates from EasyShip, and will instead revert back to the shipping rates built into Cashier. 

It is recommended to have rates built into Cashier that can be used as backup rates for when this change occurs.

Bold Upsell

With this integration, your customers' shipping rates will be unable to be recalculated if an Upsell After Checkout offer is accepted. For more information on this feature, please visit our Upsell After Checkout Article.

Multi-Currency

Shipping rates in Multi-Currency will be unable to be converted into your customers' chosen currency. The shipping rate value will be the same, no matter what currency has been selected. 

Setup

1. From the Shopify admin, select Apps.
2. Select Bold Cashier.
3. Select Marketplace.
4. Select Install on the EasyShip option.
5. Select Allow. 
   Note: You will be redirected to EasyShip's site to create or login to your account.
6. Enter your EasyShip login credentials or create an account.

Within Vertex, you are able to set up tax rates to be used within the Bold Cashier checkout when your customers finalize their orders. This integration currently supports specified tax rates, and customer exemptions.

To integrate Vertex and Bold Cashier, please follow these steps:

Connecting to Vertex

To complete this integration, you will need the following credentials found within Vertex:

• Trusted ID: Settings > View All Connectors
• Vertex Calculation API URL: Go to Settings

Optional Settings:

• Company Code: My Enterprise > Taxpayers
• Divisions Code (also known as Child): My Enterprise > Taxpayers
• Department Code (also known as Grandchild): My Enterprise > Taxpayers

Determine the Vertex Version

Bold Cashier is able to integrate with multiple API versions of Vertex. To ensure you are setting up this integration with the correct version, please reach out to Vertex directly for more information.

Setup

Currently, Bold Vertex will have to be enabled within the app. Before completing this integration, please reach out to our Customer Success team.

1. From the Shopify admin, select Apps.
2. Select Bold Cashier.
3. Select Payments, then Tax Settings.
4. Near the bottom of the page, find the Vertex option.
5. Select Connect.
6. Enter your Trusted id, and Vertex calculation API URL.
   

   Note: When adding the Vertex API URL, please only include the link up to .com. For example, https://example.vertexsmb.com

7. Select Optional Settings and enter your credentials
8. Select Save.
   

Once saved, the next section will indicate that your account has been connected. From here, you can proceed with the ability to Create a Custom Zone. Please be sure to select Vertex as your tax provider within this area.

Limitations

Currently, Vertex is unable to support remittance payments. This is due to the type of payment, and it's inability to report back to Vertex. This means that tax filings may not be properly calculated when this event occurs.

Charge Tax on Shipping

To be able to charge tax on shipping within Bold Cashier, please ensure that the tax code FREIGHT is added within Vertex.

Without this code, Bold Cashier will be unable to charge tax on Shipping within the checkout.

Bold Cashier is integrated with eShipper to provide you with the flexibility of managing all of your shipping needs simply, all on one platform. This allows you to offer more shipping rates, track packages, print labels, and manage returns through their app.

This integration requires that you have an account with eShipper to set up your shipping rates. Once you have an account, the integration can be completed by opening Bold Cashier > Marketplace > Install on the eShipper option.

Bold Cashier is integrated with TaxJar to simplify how your customer's tax rates are calculated within its checkout. This integration lets TaxJar calculate your customer's tax rates on their order directly through their service. TaxJar also collects all of your customer's tax information and files it on your behalf, on a pre-determined basis.

For more information on setting up a TaxJar account, please visit their website. To complete this integration, open Bold Cashier and navigate to Payments, then Tax Settings. Beside the TaxJar option, select Connect.

From here, you will be able to enter your TaxJar API token.