Integration Hub for Bold Checkout

Overview

Bold Checkout is packed with features, and can integrate with additional third party apps to help with best utilizing these features to their full potential. We have made sure that our integrations are useful, and allow your store to achieve unique business models.

All the integrations within this article are completely supported and built in to Bold Checkout. They work together to help you accomplish more within our app for your BigCommerce store.

If your store currently uses a fully automated email flow, this should be tested with Bold Checkout. 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 Checkout.

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

 


 

Marketplace

Bold Checkout includes a Marketplace that directly installs integrations between other apps such as Upsell, Multi-Currency, Quadpay, etc.

To access the Marketplace, please follow these steps:

  1. From within your BigCommerce admin, select My Apps.
  2. Select Bold Checkout.
  3. Select Marketplace.
  4. Within the Marketplace, there will be a list of apps that can be enabled.
    Marketplace Display
  5. Beside each app, select Install to enable the integration (optional).
  6. Select Configure to make adjustments to the selected app (optional).

 


 

Integrations with Bold apps

Bold Checkout integrates with Bold Subscriptions to provide your store with the benefits of using Checkout, with the ability to offer subscription options to your customers.

The instructions within this article are for stores who are just starting to use Bold Subscriptions, and want to integrate the app with Checkout right away. If you are already actively using Subscriptions on your store, please contact our Merchant Success Team for further assistance.

 


 

Setup

To integrate these two apps completely, please follow each of the steps below:

  1. From within Bold Checkout, select Marketplace.
  2. Select Install beside Bold Subscriptions.

 

3. Set up a Payment Gateway in Bold Checkout

Bold Checkout uses its own version of the BigCommerce checkout to process its orders. Because of this, the app needs an attached payment gateway in order to accept payments for your customers' orders.

Note: If you are already actively using either one of these apps, you need to use the same payment gateway in order for this integration to work correctly.

Visit Set up a Payment Gateway in Bold Checkout for more information on how to enable your payment gateway in the app.

 

4. Adding Shipping Zones in Bold Checkout

Bold Checkout's shipping zones are how the app determines where your store will ship to, and how much it will cost to ship to that region of the world.

Visit Create Shipping Zones in Bold Checkout for more information on creating shipping zones.

 

5. Set up Tax Settings in Bold Checkout

For Bold Checkout to charge taxes on your products, there must be tax settings specified within Bold Checkout's admin.

Visit Set up Tax Settings in Bold Checkout for more information on how to create tax zones.

 

6. Test Bold Checkout's functionality.

We strongly suggest testing Bold Checkout's functionality on a back-up theme before using the app as your main checkout. If any steps were missed during the set-up process, your customers temporarily may not be able to check out on your site.

Note: This is also done to ensure that your payment gateway is set up and working correctly.

Visi Place a Test Order with Bold Checkout for more information on how to place a test order with the app.

 

7. Set up Bold Subscriptions.

Bold Subscriptions should be set up before enabling the Bold Checkout integration.

Visit Create a Standard Subscription Group for more information on how to create your subscriptions in the app.

 

8. Contact our Merchant Success Team.

To complete the integration, there are a few steps our team needs to take in order for the apps to properly communicate with one another.

Note: If you are already actively using Subscriptions, it may take 2-3 business days for us to enable the integration. Your current subscription customers need to be moved from Subscriptions to Bold Checkout on our server side.

Please contact our Merchant Success team for further assistance with the integration at this point.

 

9. Enable the Bold Subscriptions Integration.

Once you've received a confirmation message from our team, please follow these steps to finish the integration:

  1. From BigCommerce's 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 ensure your billing and payment information is entered.
  7. Select Allow.

Bold Multi-Currency gives your customers the flexibility to pay in the currency of their choice.

You can use as many payment gateways as you want on the site and map different gateways to different currencies (ex: have CAD payments go through a CAD payment gateway, etc).

Multi-Currency can display any currency on your storefront; The only limitation is which currencies your payment gateway(s) can accept.

Note: The payment gateway for your desired currency must be set up within Bold Checkout before continuing with this guide. Multi-Currency is not able to map currency 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.

Multi-Currency requires a payment gateway to be set up within Bold Checkout in order to accept multiple currencies on the storefront. Bold Checkout is currently integrated with these payment gateway provides.

 


 

Setup

To complete this integration, please follow these steps:

  1. From BigCommerce's 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 would want to accept on the storefront.

    Gear Icon Multi Currency

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

 


 

Frequently Asked Questions

Do all payment gateways convert currencies?

  • Not all payment gateways convert currencies. Some only convert certain currencies, and not all gateways will work for your needs. We strongly suggest researching what payment gateway providers offer in terms of currency conversion and other features.

Can I create a draft order and sent it to a customer in their own currency?

  • The currency used by Bold Checkout is defined by the currency that is being viewed on the cart before checking out. If you send your customer a draft order, it will use the store's default currency.

Can I use Paypal with Multi-Currency and still allow customers to checkout in their desired currency?

  • Yes, you can set up a Braintree/Paypal account. You will need to create sub-accounts for the different currencies you want to accept (Braintree/Paypal can accept approximately 25 currencies) and connect those sub-accounts to Checkout.

Can I have a specific price on my products for different currencies?

Bold Upsell allows you to offer additional products to your customers while they're checkout out from your store. You can offer products at full price, or provide a discount to incentivize your customers into purchasing more.

For more information on adding this integration to your store, please follow the steps within our Install Bold Upsell aricle.


 

Third party app Integrations

Below is the full list of apps created by third party companies that Bold Checkout has been integrated with. In most cases, these apps can be connected directly through the app.

 

Analytics & Reporting

This section goes over all of our integrations that can assist your store with tracking data and analytics for your Checkout purchases on your store. 

Bold Checkout can use Google Analytics to track your customer's journey through your store. You can use it to help understand where your customers may be dropping off, and where you may need to make changes to improve conversion.

When Google Analytics is set up on Bold Checkout and BigCommerce, it will track your customer's journey through your store to the checkout.

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

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

Your checkout should be set to the 3 page rather than 1 page mode in order for the tracking to recognize each of these distinct sections.

 


 

Payment & Payment Gateway Integrations

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

To integrate Vertex and Bold Checkout, 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 Checkout 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.

API Version Vertex Integration

 


 

Setup

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

  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 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 Checkout, please ensure that the tax code FREIGHT is added within Vertex.

Without this code, Checkout will be unable to charge tax on Shipping.

Bold Checkout 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 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 enable this integration within Bold Checkout, please follow these steps:

  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.

Bold Checkout 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 Checkout.

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

 


 

Features & Benefits

Bold Checkout 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 Checkout, 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.

    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 are getting an error 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. For this credit to be applied, you will be required to have a credit card/payment method available.

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

Bold Checkout integrates with Loqate to add 'address autocomplete' to your checkout. This allows customers to quickly choose their address as they begin typing it in.

To complete the integration, please follow these steps:

  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.
  • This feature doesn't validate an address, it just allows the fields to be filled in automatically. A customer can edit the address manually after choosing 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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