Cashier Integrations with Bold Apps

Overview

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

 Caution

At this time, Bold Cashier is unavailable for installation via Shopify. This is due to the re-evaluations and restrictions created on payments being processed by third-party checkouts on their platform. If your store has installed our Bold Cashier app prior to January 20th, 2020 - you will be able to continue using this app as it is grandfathered on your store.

There are a few different types of integrations that exist for Bold Cashier:

  • Integrations with other Bold apps - These integrations allow other Bold apps to work together.
  • Core integrations - integrations with other third party apps and services that were created by us.
  • Plugins - These are integrations created by our technical partners. These integrations are supported by those partners.

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

 


 

Integrations with Bold apps

Bold Bundles is a robust eCommerce app that gives you the ability to offer discounts on groups of products within your store. These items must be purchased together in order to reward your customers with a discount.

Discounts can be offered across specific products or collections within your store. You're also able to create unique buy one get one (BOGO) offers that will provide your customers with additional free products for making purchases on your store.

To create these discounted products, Bold Bundles generally creates a hidden product variant within your Shopify admin that is discounted. Once the proper bundle of products is purchased, it will add those discounted variants to the order.

With the integration for Bold Bundles with Cashier, your store will be able to provide these discounts to your customers without having to create additional discount variants within your store.

 


 

Requirements

This integration requires Version 3 of Bundles. This version uses the Accelerated Method of discounting; Which is able to pass your bundle group pricing to Cashier correctly.

Please visit Identify Your Bold Bundles Version for steps on identifying your Bundles version and for steps on how to figure out which version of the app is currently active on your Shopify store.

If your store is currently on Version 1 or 2 of Bold Bundles, please visit Bold Bundles V3 Upgrade & Process to learn more about how to upgrade the app.

Note: Bundles V1 must be upgraded to V2 before the upgrade to V3 can be completed. You're not able to move directly from V1 to V3.

If you have any issues during the upgrade process, please contact our Merchant Success Team.

 


 

Setup

This step-by-step is for your store if you have not yet activated the Bold Pricing integration with Cashier. This is required in order to have our two apps communicate with one another.

To integrate Bundles with Cashier, please follow these steps:

  1. From Shopify's admin, select Apps.
  2. Select Bold Cashier.
  3. Select Marketplace.
  4. Select Install on the "Bold Pricing" option.
  5. Select Allow.

Now that this integration is activated, you are now able to get started with building the Bold Bundles app! Please review our Bold Bundles Getting Started article for a walkthrough on setting this up on your store.

 


 

Limitations

This integration is currently incompatible with a couple other Bold Apps. This includes Bold Subscriptions and Bold Product Options Premium.

Due to the way these apps adjust the pricing on your storefront, they are unable to work with this integration for Bundles & Bold Cashier together. Our developers are currently working on a solution, and this article will be updated as these integrations are further completed.

Third party checkouts such as Amazon Pay, Paypal, Apple Pay, Google Pay, etc should also be hidden from the cart and product pages, and only visible within your store's checkout. This will ensure that the discounts are properly applied for your Bold Bundles purchases.

Other third party discounting apps may have troubles working with bundled products, depending on how they discount the products on your store.

 


 

Additional Integrations

We pride ourselves in our ability to make our apps work together, to ensure that you have plenty of options for adding great features to your Shopify stores.

Please see a list of additional Bold apps below that can be paired in addition to this integration:


Bold Custom Pricing

Bold Custom Pricing app is a dynamic eCommerce tool that offers two main functionalities: wholesale pricing and quantity-based pricing. This app allows you to offer varying discounts to different customers, or customer groups. (For example, "Bronze" customers receive 5% off, while "Silver" customers receive 10% off, etc.)

Quantity-based pricing allows you to provide discounts based on how many of a product your customers purchase. This rewards your customers with higher discounts when they purchase in higher quantities of your products.

 

Bold Upsell

Bold Upsell app is versatile, and allows you to offer additional products to your customers based on their interactions with your store.

The main functionality of this app is to show a pop-up with additional items while your customers are adding products to their cart, checking out, or even after they've completed their purchases.

 

Bold Loyalty Points

Bold Loyalty Points app provides your store with the ability to offer a robust loyalty program to your customers. They are able to earn points for their purchases, and also redeem those points for discounts on future orders, free shipping, or various other custom rewards.

 

Bold Cashier is integrated with Bold Custom Pricing. This gives your customers the ability to receive custom pricing discounts while using the Cashier's checkout. 

Using Shopify's Discount Code connector, your wholesale customers are able to use discount codes at the checkout. This works with all discounting methods of Custom Pricing.

To enable this integration, open our Bold Cashier app and navigate to Marketplace. From here, select Enable on the "Bold Custom Pricing (Wholesale & Quantity Breaks)" option.

Selecting this option will automatically ensure that your Custom Pricing app is on the correct plans to integrate with Bold Cashier.

Bold Discounts is a powerful app that provides your store with the ability to create large-scale sales on your site in seconds. You are able to select multiple products, choose the discounted amount, and even pick the timeframe for your stores sale to be active.

When paired with Bold Cashier, you are provided with the ability and flexibility to offer dynamic sales to your customers, while also allowing you to use third-party checkout buttons and discount codes.

This integration can be enabled by going into your Cashier App Admin > Marketplace > then selecting Install on "Bold Pricing".

Bold Cashier integrates with Bold Subscriptions to provide your store with the benefits of using Cashier, 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 Cashier 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. Install Bold Subscriptions to your Shopify store

    This integration requires both Bold Cashier & Bold Subscriptions be installed to your Shopify store. Bold Subscriptions does also require a liquid code installation to your themes code, which ensures that the widget correctly appears on your product pages, and orders go through the correct checkout.

    For more information, please visit our Liquid Code Installation for Bold Subscriptions article.

  2. Ensure your Cashier settings are completely set up

    A lot of information that is used in Bold Cashier will be pulled to Subscriptions, ensuring the information is consistent. It's important that your Cashier is set up with a payment gateway, shipping, and the tax settings have been reviewed.

  3. Create your Bold Subscriptions

    Building your Subscription groups is important for our apps to know which product pages the subscription widgets need to be placed on. Please visit our article on Setting up Bold Subscriptions for more information.

  4. Contact our Merchant Success Team

    To complete this integration, there are a few steps that our team needs to take in order for our apps to properly communicate with one another. If you are already actively using Bold Subscriptions, it may take 2-3 business days for us to enable the integration.

    If you already have Bold Subscriptions installed, and you have existing subscribers, these customers will need to be moved from Subscriptions to Cashier on our server side. Please contact our Merchant Success team for further assistance with the integration.

  5. Enable the Bold Subscriptions Integration

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

    1. From Shopify's admin, select Apps.
    2. Select Bold Cashier.
    3. Select Marketplace.
    4. Select Enable on the "Bold Subscriptions" option.

  6. Test Cashier's functionality with Bold Subscriptions

    We strongly suggest testing Cashier's functionality when purchasing Subscription products. For more information on creating test orders, please visit our article on Placing a Test Order in Bold Cashier.

When integrating Bold Upsell & Bold Cashier together, it adds the additional functionality of presenting an Upsell after Checkout offer to your customers.

This gives you the flexibility to offer a product to your customers in the checkout area, after their order information has been provided. The customer can then accept the item without having to re-enter their payment information.

The timer also allows you to set a sense of urgency to the offer. You can set this timer between 1-5 minutes.

Bold Cashier is integrated with Bold Loyalty Points to allow your customers to earn points on each of their purchases on your store. They can then redeem these points to pay for their purchases while using the Bold Cashier checkout.

Your customers are able to redeem points for more than one product at a time, or towards a single product within an order.

This integration gives your customers the ability to redeem points to cover shipping costs, as well.

 


 

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.

Loyalty Points Cashier Widget

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 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 customers are purchasing in. With Bold Loyalty points, the points will only be able to convert correctly with your stores default currency. 

The points would be unable to be adjusted to the other currencies built in to the Bold Multi-Currency app.

 

Bold Upsell

The points will be earned and used for the original purchase. Anytime a Bold Upsell within the checkout is used, the additional points for that product will be unable to be gained by your customers. 

When using points for purchases, your customers will be unable to use their points for any items added to the cart via the "Upsell within the Checkout" feature.

 


 

Setup

To complete this integration on your store, please follow these steps:

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

Multi-Currency can display any currency on your storefront, and gives your customers the flexibility to pay in the currency of their choice.

The payment gateway for your desired currency must be set up within Cashier before continuing with this guide. Multi-Currency is not able to map currency payments to a specific payment gateway unless it's enabled within Cashier.

Note: As of February 19, 2021, Bold Multi-Currency is no longer available to install on the Shopify App Store. If your store has installed our Bold Multi-Currency app prior to February 19, 2021 - you will be able to continue using this app as it is grandfathered on your store.

To enable this functionality on your site:

  1. From within Bold Cashier, select Marketplace.
  2. Select Enable on the "Multi-Currency" option.
  3. Navigate back to the "Apps" section of your Shopify admin and select Multi-Currency.
  4. Select the gear icon next to the currency you want to accept on the storefront.
  5. Select the "Specify a payment gateway for this currency" dropdown and choose the payment gateway  that can accept this currency.
  6. Select Save.

 


 

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 send it to a customer in their own currency?

  • The currency used by Cashier 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 Cashier. Visit Using Braintree with Multi-Currency for more information.

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


If you are experiencing any trouble, or have any additional questions regarding these app integrations - please reach out to our Merchant Success Team.

Was this article helpful?
0 out of 0 found this helpful