Integration Hub for Bold Checkout

Bold Checkout's Marketplace is where you can view all of the existing integrations you can connect to Bold Checkout.

1. From within the BigCommerce admin, select My Apps.
2. Select Bold Checkout.
3. Select Marketplace.
4. Select Install beside the app(s) you'd like to install. (optional)

   

5. Select Configure to open the app's settings. (optional)

Bold Checkout integrates with Bold Subscriptions to allow you to sell your products on a recurring basis, with the benefits of Bold Checkout.

Packed with features, Bold Subscriptions allows you to quickly grow your subscription business. You will have access to tools which help you analyze your subscription data, reduce churn, and send email notifications to your customers regarding the status of their subscriptions. With the Bold Subscriptions Customer Portal, you can give your customers full control to manage their own subscriptions by swapping products, pausing, or updating their subscriptions information at will. 

For more information on price plans, features, and where to download Bold Subscriptions, please visit our Bold Subscriptions Overview.

To integrate Bold Subscriptions with Bold Checkout, please visit Setup Bold Subscriptions & Bold Checkout Integration.

When integrated with Multi-Currency, Bold Checkout gives your customers the ability to pay in the currency of their choice.

The payment gateway for your desired currency must be set up in Bold Checkout before continuing with the setup. Multi-Currency is not able to map payments to a specific gateway unless it's enabled in Bold Checkout first.

Please visit Set up a Payment Gateway in Bold Checkout for more information.

Setup

1. From the BigCommerce admin, select Apps.
2. Select Bold Checkout.
3. Select Marketplace.
4. Select Enable on the Multi-Currency option.
5. Navigate back to the Apps section of your BigCommerce admin and select Multi-Currency.
6. Select the gear icon next to the currency you want to accept.

   

7. Select Specify a payment gateway for this currency and choose a payment gateway that can accept this currency.
8. Save the currency settings.

Frequently Asked Questions

Do all payment gateways convert currencies?

No - not all payment gateways convert currencies. We strongly suggest performing your own research on what each individual payment gateway offers.

Can I send a draft order in the customer's own currency?

No - draft orders will use your store's default currency.

Can I use PayPal with Multi-Currency?

Yes! You will need a Braintree-PayPal account with 1 sub-account per currency that you want to sell in.

It's important to note that Braintree-PayPal accounts can only accept about 25 currencies at the moment.

Can I set specific prices for different currencies?

No - you will instead need to create exchange rate padding or set a custom exchange rate in order to achieve something similar.

Bold Checkout uses Facebook Pixel to track how your customers interact with your store. You can use this data to plan ad campaigns, acquire new customers, and more.

In order for this integration to work, you will need a Facebook ads account. You will also need to set up a pixel in Facebook Ads Manager.

For more information along with setup instructions, please visit Facebook Pixel & Checkout Integration.

Bold Checkout integrates with Google Analytics to help you track your customer's journey through your store. These analytics help you understand your customers activity, where you need to make improvements for conversion, and more.

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

Google Tag Manager allows you to use tracking scripts on your store without having to modify your site code to provide you with expanded analytics on your checkout process.

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

Vertex allows you to setup specified tax rates and customer exemptions with Bold Checkout.

Connecting to Vertex

Required 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 Checkout can integrate with multiple API versions of Vertex.

To ensure you're setting Vertex up with the correct version, please contact Vertex directly.

Setup

Note: Please contact our Customer Success team before you complete this integration.

1. Within Bold Checkout, select Payments.
2. Select Tax Settings.
3. Near the bottom of the page, find the Vertex option.
4. Select Connect.
5. 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

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

Once your settings have been saved, the next section will indicate that your account's been connected. From here, you can proceed with the ability to Create a Custom Zone.

It's important to select Vertex as your tax provider.

Limitations

Vertex does not support remittance payments because of the type of payment and its inability to report back to Vertex. Tax filings may not calculate properly when this occurs.

Charge Tax on Shipping

In order to be able to charge tax on shipping, please ensure that the tax code FREIGHT is added to Vertex.

Without this code, Bold Checkout will not be able to charge tax on shipping.

Bold Checkout integrates with TaxJar to simplify how your store's taxes get calculated, as it allows TaxJar to calculate your customer's tax rates directly through their service.

TaxJar will otherwise collect all of your customer's tax information and file it on your behalf, on a pre-determined basis.

1. From within Bold Checkout, select Payments > Tax Settings.
2. Beside the TaxJar option, select Connect.
3. Enter your API Token.

   Note: This is located within your TaxJar account under Account > SmartCalcs API.

4. Select Save.

   Note: This section will change to indicate that your account has been connected.

5. Select Create Custom Zone.
6. Enter a Zone name.
7. Under Choose a tax provider, select TaxJar.
8. Select the zone's countries.
9. Select Save.

Please contact TaxJar for more information on setting up a TaxJar account.

Bold Checkout integrates with Google Autocomplete to allow your customers to checkout faster than ever. Autocomplete uses Google's API technology to find addresses relevant to what your customers are typing in the 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 checkout.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 Checkout app through BigCommerce.
22. Select Settings, then General Settings.
23. Navigate to the Google Autocomplete section.
24. Enter the API key, and select Save.

Troubleshooting

Bold Checkout integrates with Loqate to allow your customers to checkout way faster than before. Loqate works similarly to Google Autocomplete.

1. Sign in to Loqate.
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 the Bold Checkout 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.

Limitations

• You cannot use Google Autocomplete and Loqate in the same checkout.
• Loqate doesn't validate addresses - it allows your customer's fields to automatically be filled in. Customers can otherwise manually edit their address after selecting it.
• We only support Loqate's address autocomplete for the shipping and billing address. We do not support phone number validation or email validation.