Third Party Integrations with Bold Cashier

Overview

Bold Cashier is packed with features, and can integrate with additional third party apps to help with best utilizing these features to their full potential. These integrations are intended to help meet your business' unique needs.

If you are experiencing any trouble, or have questions regarding any integration - please reach out to our Merchant Success Team. They will either assist you with a solution, or be able to direct you to the correct company or person to contact.

If your store currently uses a fully automated email flow, this should be tested with Bold Cashier. We are unable to guarantee that emails for actions performed by your customers within the checkout will accurately be sent through an automated email provider (for example, abandoned cart emails). To test this functionality on your store, please create a test order with Bold Cashier.

For a full list of all the apps that work well with Bold Cashier, please see our sections below:

 


 

Analytics & Reporting

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.

When Facebook Pixel is integrated with Bold Cashier and Shopify, it will track your customer's journey through your store - all the way to the checkout.

For this integration to work, you will need a Facebook ads account. Once this is complete, you will also need to set up the pixel in Facebook Ads Manager.

 


 

Functionality

If Shopify and Cashier are using the same Facebook Pixel, your customers will be tracked throughout the store and into the checkout.

The page views that are tracked differ between three Page checkout and One Page checkout options. One page checkout only tracks landed on checkout page and thank you page page views.

Cashier will trigger Page Views for each page of the checkout (Customer information page, Shipping page, Payment page). Cashier will also trigger specific events. The specific events that Cashier tracks are:


InitiateCheckout

Once you have clicked on Checkout (from the cart page) and the checkout page is loaded.


AddPaymentInfo

Once the payment information has been entered, this event is triggered.


Purchase

Once the Complete button is clicked, and the transaction is successful - this event is triggered. 

Events are also tracked every time a button to move to the next step in the checkout is selected.

 


 

Setup

Once your Facebook ads and Facebook Pixel accounts are successfully created, you will be able to fully integrate this app with Bold Cashier. To complete this integration, please follow these steps:

  1. From Shopify's admin, select Apps.
  2. Select Bold Cashier.
  3. Select Settings, then Analytics.
  4. Enter your Facebook Pixel ID.
  5. Select Save.

 


 

Facebook Pixel Tracking Scripts

If you are looking to track any additional information, you will need to create a custom tracking script for your facebook Pixel. To get more information on the limitations of custom scripts, or the variables you can use, please review Custom Tracking Scripts in Bold Cashier.

To set up custom tracking scripts, please follow this step-by-step:

  1. From Shopify's admin, select Apps.
  2. Select Bold Cashier.
  3. Select Settings, then Analytics.
  4. Select Enable Custom Tracking Scripts for Successful Purchases.
  5. Enter your custom script.
  6. Select Save.

Bold Cashier uses scripts to send page views and events to Facebook Pixel. The default script that Bold Cashier sends for Facebook Pixel is:


FacebookAnalytics.sendFacebookEvent('Purchase', { 'value': BOLD.order.total / 100, 'currency': BOLD.order.currency, 'contents': BOLD.order.line_items, 'content_type': 'product', 'content_ids': BOLD.order.line_items .filter(line_item => line_item.platform_variant_id) // not undefined and not null .map(line_item => line_item.platform_variant_id), });

If you believe that there are page views and events not being sent, there are tools available to troubleshoot the issue. Some reasons why your scripts may not be firing could be as follows:


The Facebook Pixel ID is incorrect

It is important to double check to ensure your Facebook Pixel ID is correct. The format is a set of numbers which is associated to your account within the Facebook Ads Manager. This could also help correct your account if all of your customers are showing as abandoning their checkouts.

This area should not include whitespace before, after, or within the ID.


Custom Tracking Scripts Enabled

If the custom tracking scripts are enabled, but there is nothing in that field - the script that Cashier sends by default will be overwritten.


Incorrectly Formatted Code

The code that you add to the custom tracking scripts cannot contain <script> tags, links to external JavaScript, or liquid code. Please see Limitations in Custom Scripts for more information.

It is also important to ensure that your Facebook Pixel ID in Cashier matches the one that is set up within your Shopify store. Correcting this will ensure that your stores events will display properly going forward.

If you require additional assistance to create a custom track script, you have the option of reaching out to our StoreTasker partners to receive a quote.

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

Utilizing this integration will help you maintain tracking sessions for Bold Cashier in ways that work for your store, specifically. For more information on how this can benefit you, please visit our Google Analytics & Bold Cashier article.

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.

In order to complete this integration, you will need to have a Google Tag Manager account to deploy your tags to Cashier.

Cashier also has a direct integration with Google Analytics and Facebook Pixel. If you use either of these already, and have the tracking tag in your Google Tag Manager Container, you may be seeing your checkout events being tracked twice. If you have Google Tag Manager enabled, we suggest that you use it for all your analytics tracking.

 


 

Setup

To enable Google Tag Manager within Bold Cashier, please follow these steps:

  1. From Shopify's admin, select Apps.
  2. Select Bold Cashier
  3. Select Settings, then Analytics.
  4. Under "Google Tag Manager (GTM)", enter your GTM Container ID.
  5. Select Save.
  6. Select I Accept.

    Note: By accepting the terms of service with using Google Tag Manager, you are agreeing to be responsible for the security of your customers' data.

 


 

Limitations

Google Tag Manager is only available for certain payment gateway. By enabling Google Tag Manager, you are also accepting responsibility for the security and privacy of your customer's data.

Google Tag Manager is currently only available for use with the following payment gateways:

The following apps may change or affect information sent through Google Tag Manager:


Bold Subscriptions

Initial orders will be tracked with tags deployed by Google Tag Manager. However, any recurring orders will be unable to be tracked.


Multi-Currency

The currency that the order is in will be passed through Google Tag Manager.


Bold Upsell

Google Tag Managers tracking ends when a customer lands on the Thank You page. This means that any product added with the "Upsell after checkout" option will not be tracked by Google Tag Manager.

 


 

Liabilities

Google Tag Manager is a solution offered and maintained by Google LLC, 1600 Amphitheatre Parkway, Mountain View, CA 94043, USA (“Google”). This solution is a tag management solution used to manage tags, or small code elements, used for tracking and analytics. If you enable the use of Google Tag Manager in your checkout, the solution allows you to embed third party scripts, and causes tags to be activated, that may have access to your customers' personal information and collect data.

In opting to enable Google Tag Manager, you maintain and hereby accept your responsibility for ensuring the privacy and security of your customers' data, and for managing their consent to the collection of their personal information. Google requires you to have and abide by an appropriate privacy policy and all applicable agreements and regulations, in using Google Tag Manager, including for example:

  • The Google Analytics Terms of Service located at: https://www.google.com/analytics/terms/us.html, and
  • The Google LLC Advertising Program Terms.

If you have third party scripts and/or tags delivered through Google Tag Manager, you hereby acknowledge and agree that Bold Commerce is not responsible for third party scripts and/or tags. Please ensure that you trust the third party scripts you are installing, as they can cause issues and security vulnerabilities.

Bold Commerce reserves the right to limit or modify access to items of data accessible or available via the checkout page in response to security or privacy considerations.

 


 

Customizations

There are many different types of tags that you can set up with Google Tag Manager. Please visit Google Tag Manager's supported tag list for more information.

You are also able to create custom HTML tags and custom image tags (intended for adding a tracking pixel). Some more common uses for Google Tag Manager is HotJar for heatmaps and recordings, Google Ads, and Pinterest Tags.

If you require assistance in setting up Google Tag Manager for your store, please submit a request for a Shopify expert.

 


 

Marketing & Email Integrations

These apps and integrations were built to help your store with marketing. This includes providing the information to your store in order to create unique ads.

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.

To enable Kickbooster's post-purchase pop-up, please follow these steps:

  1. From Shopify's 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.

To enable Merchant Scripts in Cashier, please follow these steps:

  1. From Shopify's 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.

To locate and copy your API key, please follow these steps:

  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.

To paste your API key into Cashier, please follow these steps:

  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
  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.

    Pasted Startup Script

  5. Enable the Embed startup script option.
  6. Copy and paste the following code into the "Order Completed Script": cashier_klaviyo_order_complete.html
  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. We strongly recommend that you use the "Started Checkout" and "Order Completed" metrics.

To set up your email flows in Klaviyo, please follow these steps:

  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.

 


 

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).

To add a resume checkout button to your Klaviyo emails, please follow these steps:

  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. (For example, $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 Loyalty Points

The customer will be logged in, and if they have points, they will be able to use them to checkout.

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.

SMSBump must be installed on your Shopify store for this integration to work. Visit SMSBump in the Shopify App Store for more information on how to install the app.

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.

SMSBump must be installed on your Shopify store for this integration to work. Visit SMSBump in the Shopify App Store for more information on how to install the app.

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

To integrate SMSBump with Cashier, please follow these steps:

  1. From Shopify's 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 AutomationsCreate new automationEventBold 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.

 


 

Benefits & Additional Functionality

Bold Cashier integrates with Google Autocomplete to provide your customers with the flexibility to more easily use your stores checkout.

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

To integrate Google Autocomplete with Cashier, please follow these steps:

  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.

    Google API Outline

    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.
    Places API Outline
  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.

    Create API Key Credentials

  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.

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

To set up the Loqate integration with Bold Cashier, please follow these steps:

  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.

Please follow these steps to complete the Route Integration within Bold Cashier:

  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!

 


 

Payment & Payment Gateway Integrations

Depending on the payment gateway selected to connect to Bold Cashier, you may have additional integrations that can act as great additional security or features to ebnefit your store. For more information on integrations, please see below:

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, SagePay, and BrainTree will pass the credit card BIN, CVV results, and AVS result.

Caution

PayPal Express currently only works with U.S.-based merchants who are shipping within the U.S. It is not compatible with Multi-Currency, and currently only supports USD.

Overview

Bold Cashier integrates with PayPal Express to offer customers a quicker checkout experience using One Touch payments through their PayPal account.

 


 

Requirements

  • You must have a PayPal Business account.
  • You will need to set your Payment Receiving Preferences within PayPal to either accept or deny payments in other currencies. You will not be able to hold payments for review.

If you are using Bold Subscriptions or Upsell after Checkout, you will need to enable Reference Transactions in PayPal.

 


 

Setup

To enable this integration, please follow these steps:

  1. From within your Cashier app, select Payment OptionsPayment Gateways.

    payment options payment gateways

  2. Next to "PayPal Express", select Connect.
  3. Enter your credentials.

    Note: These can be found by accessing your PayPal Dashboard and selecting My Apps & Credentials. Select the name of your desired app, and you'll be brought to a new page with the credentials.

  4. Choose the colour and style of your button.
  5. Select Save.

We recommend testing that the integration works by putting through a live transaction through PayPal Express, and then refunding it.

 


 

Limitations

  • The PayPal Express button will appear above the Customer Information section, and not in the Payment Methods section.
  • You will not be able to accept Subscription orders through PayPal Express.
  • You can only have a maximum of 10 shipping lines available to choose from.
  • Currently only supports USD orders.

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 Shopify's 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 Rise.ai (formerly GiftWizard) to provide you with the ability to offer more dynamic gift cards. Rise.ai can create personalized gift cards, create them in bulk, set up automated offer flows, and much more.

At this time, this integration is currently incompatible with the Bold Multi-Currency app. Rise.ai uses your site's default currency to base its gift card amounts. Customers who pay in another currency will be unable to have their gift card amounts converted correctly.

 


 

Functionality

We generally suggest hiding our gift card option within Cashier's checkout to prevent confusion as to where your customers should enter their gift card codes.

Note: This gift card option will display on the right side of Cashier's checkout; underneath your customer's cart details:

Rise.AI Gift Card Field

If you would like to hide our gift card option, please paste the following code within cashier under Settings > General Settings > Appearance > Custom CSS:

.TogglePanel.PaymentMethod.PaymentMethod--GiftCard { display: none; }

 


 

Setup

To enable Rise.ai to work with Bold Cashier, please follow these steps:

  1. From Shopify's admin, select Apps.
  2. Select Bold Cashier.
  3. Select Marketplace, then Install on the Rise.ai option.
  4. Select Allow.

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.

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.

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.

 Caution

This integration also requires that your store be on a Shopify Plus plan in order to do product-specific taxes through Vertex. Please visit Shopify Plus for more information on the plans offered through this platform.

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

 


 

Setup

  1. From Shopify's 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.
  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.

Adyen is a payment gateway that can be used with Bold Cashier, which helps give your customers the ability to complete their orders using Apple Pay or Google Pay.

When allowing Apple Pay to be used on your store, this integration will require that you have an Apple Developer Account, and a Custom Hostname for Bold Cashier.

Accepting payments via Google Pay will require your store have a Google Business account, and a payment method added.

 


 

Apple Pay via Adyen

To enable Apple Pay via Adyen, please follow the steps listed on Adyen's Help Center. Once you get to Step 6 of the above instructions, please make sure to follow the instructions in this article instead.

While completing the steps listed above, make note of the following:

  • Make sure to note down the Merchant Identifier Name from Step 1, as that will be used as your Merchant ID in Bold Cashier.
  • Save the file that is provided for you in Step 4. This will be used as the Domain verification file you will need to upload to Bold Cashier.
  • Save the file that is provided for you in Step 5. This will be used as the Merchant identity certificate you will need to upload to Bold Cashier.

When you get to Step 6, where it asks you to upload a file to your server, please follow these instructions instead:

  1. From within your Bold Cashier app, select Payment Options > Payment Gateways.
  2. Find your connected Adyen gateway and select the ellipses, then Edit Credentials
  3. Select Accept Apple Pay and Google Pay.
  4. Input the Merchant ID that was provided in Step 1.
  5. Upload the Domain verification file that was provided in Step 4
  6. Upload the Merchant identity certificate that was provided in Step 5.
  7. Select Save.

 


 

Known Limitations

You may notice that the option for Apple Pay will disappear from the checkout in certain circumstances.

For this option to appear, the customer must be using Safari and have a credit card within their Apple Pay wallet. If there is only a Visa Debit or Mastercard debit in the account, then Apple pay will be unable to appear as a payment option.

 


 

Google Pay via Adyen

To enable Google Pay via Adyen, follow these steps:

  1. From your Adyen admin, select Account, then Payment Methods.
  2. Select Add payment methods.
  3. Search for Google Pay.
  4. Select it, then Submit.
  5. Navigate to your Bold Cashier admin and select Payment Options > Payment Gateways.
  6. Find your connected Adyen gateway and select the ellipses, then Edit Credentials
  7. Select Accept Apple Pay and Google Pay.
  8. Add your Merchant ID under Google Pay
    1. To find your Google Pay Merchant ID go here, then select Settings. It will be listed under Public Merchant Profile.
  9. Select Save.

Bold Cashier integrated with Wallet Pay Services (Apple Pay & Google Pay) to provide your customers with more flexibility for their payment options.

This integration is provided through Stripe, which means that it must be the payment gateway you are using (while in live mode) in order to offer wallet pay options through Cashier.

To connect this integration on your store, open Bold Cashier and navigate to Payment Gateways. When you connect to Stripe, there will be an option to enable the Wallet pay functionality.

 


 

Shipping, Delivery & Taxes

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. 

For example, if your EasyShip rate is set to $5 CAD and your customers change the currency on your store to USD. The checkout will display the shipping rate of $5 USD, instead of the converted amount.

 


 

Setup

To set up EasyShip in Bold Cashier, please follow these steps:

  1. From Shopify's 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.

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.

 

Next Steps:

  • It would be beneficial to Place a Test Order with Bold Cashier in order to test out any app that you decide to integrate with. This can ensure that everything is working correctly before live orders are placed on your store.
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