Integration Hub for Bold Checkout

Bold Checkout can integrate with many different third party apps to help you get the most out of your store. Every integration listed below is built right into Bold Checkout, so you can track analytics, enable Google autocomplete, and integrate with other Bold apps without any worry.

 Alert

If your store currently uses an automated email flow, we recommend testing this with Bold Checkout before enabling the integration for your customers. This is because we are not able to guarantee that the emails for actions performed by your customers within Bold Checkout will be accurately sent through the automated email provider.

Please visit Create a Test Order with Bold Checkout for more information.

 


 

Marketplace

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)

    Marketplace Display

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

 


 

Integrations with Bold Apps

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

 Pro-Tip

The instructions below are for those who are just starting out with Bold Subscriptions.

If you're already using Bold Subscriptions on your store, please contact our Merchant Success Team for further assistance.

 


 

Setup

  1. From within Bold Checkout, select Marketplace.
  2. Select Install beside Bold Subscriptions.
  3. Set up a Payment Gateway in Bold Checkout.
    • Because Bold Checkout uses its own checkout, you'll need a payment gateway in order to accept customer's payments.

      Note: If you're already using Checkout or Subscriptions, you'll need to use the same payment gateway.

  4. Adding Shipping Zones to Bold Checkout.
  5. Set up Tax Settings in Bold Checkout.
  6. Test Bold Checkout's functionality.
    • We recommend testing Bold Checkout on a back-up theme before going live to ensure that the checkout process is functional. Please visit Place a Test Order with Bold Checkout for more information.
  7. Set up Bold Subscriptions.
  8. Contact our Merchant Success Team.
    • There are a few steps our team needs to take before these two apps can work with each other. Please contact our Merchant Success team for further assistance.

      Note: It may take 2-3 business days for us to enable the integration if you already have active subscribers in Bold Subscriptions. Active subscribers will need to be migrated over to Bold Checkout.

  9. Enable the Bold Subscriptions Integration.
    • You must receive confirmation from our Merchant Success before enabling this integration. Once you've received confirmation, please follow the steps below:
      1. From the BigCommerce admin, select Apps.
      2. Select Bold Checkout.
      3. Select Marketplace.
      4. Select Install on the Bold Subscriptions 2 option.
      5. Select Allow under the list of permissions.
      6. Select Confirm Payment and confirm your billing and payment information.
      7. Select Allow.

 


 

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.

    Gear Icon Multi Currency

  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, when integrated with Bold Upsell, allows you to offer additional products to your customers during their checkout process. You can offer both full-priced items as well as discounted items.

Please visit Install Bold Upsell for more information.


 

Third Party App Integrations

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

Bold Checkout sends page views to Google Analytics for the following screens:

  • "/customer_information"
  • "/shipping_method"
  • "/payment_method"
  • "/confirmation_page"
 Alert

Bold Checkout must be set to the 3 Page Checkout option in order for the tracking to recognize each of these distinct sections.

 


 

Payment & Payment Gateway Integrations

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.

API Version Vertex Integration

 


 

Setup

Note: Please contact our Merchant 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.

 


 

Wallet Pay allows you to provide your customers with alternative payment methods like Apple Pay and Google Pay. A Stripe account is required to use this integration.

In order to connect this integration:

  1. Open Bold Checkout.
  2. Navigate to Payment Gateways.

When you connect Bold Checkout to Stripe, there'll be an option to enable Wallet Pay.

 


 

Features & Benefits

Bold Checkout integrates with Google Autocomplete to allow your customers to checkout way faster than before. Autocomplete uses Google's API technology to find addresses relevant to what your customers are 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 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

If you're seeing errors within Google Autocomplete, please ensure that billing is enabled within the Google Cloud Developer Console.

 Pro-Tip

Google provides a $300 credit when using their Google Cloud APIs and services. In order for this credit to be applied, you will need to enter a credit card / payment method into your Google account.

On the Google Cloud developer console, you will have a banner that says, "Your free trial is waiting [...]". Simply select activate, then follow the remaining steps to enable billing.

 


 

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.
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