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.

 


 

Analytics

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 & Tax 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

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 and you've selected Vertex as your tax provider, the next section indicates that your account's been connected.

From here, you can proceed with the ability to Create a Custom Zone.

 


 

Limitations

Vertex is unable to support remittance payments due to its inability to report accurate tax filings back to Vertex.

 


 

Charge Tax on Shipping

In order to charge tax on shipping, you must first add the tax code FREIGHT into Vertex.

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

 


 

Bold Checkout integrates with TaxJar to help calculate your customer's tax rates.

When integrated, TaxJar will calculate your customer's tax rates right in the checkout, then collect all of your customer's tax information and file it on their behalf (on a pre-determined basis).

Please visit Vertex's website for more information.

  1. From within the Bold Checkout admin, 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 integrates with Wallet Pay services to provide your customers with alternative payment methods like Apple Pay and Google Pay.

Wallet Pay is provided through Stripe which means that Stripe must be your primary payment gateway within Bold Checkout.

To connect this integration, open Bold Checkout and navigate to Payment Gateways. When connecting to Stripe, there will be an option to enable Wallet Pay.

 


 

Caution

PayPal Express currently only works with US-based merchants who both sell in USD and ship within the United States.

Bold Checkout integrates with PayPal Express to provide your customers with alternative payment methods like PayPal Express and its One Touch payment system.

 


 

Requirements

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

 


 

Setup

  1. From within the Bold Checkout admin, select Payment OptionsPayment Gateways.
  2. Next to "ayPal 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.

The PayPal Express button will appear in the checkout above Customer Information.

We recommend testing the integration by placing an order through PayPal Express, then refunding it.

 


 

Limitations

  • The PayPal Express button cannot be moved.
  • Subscriptions are not supported by PayPal Express - only one-time purchases can be made when this payment method is chosen.
  • A maximum of 10 shipping lines are available to choose from.
  • USD is the only supported currency.

 


 

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 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. From your WordPress Admin, navigate to WooCommerce > Bold
  22. Select Open under Bold Checkout.
  23. Select Settings, then General Settings.
  24. Navigate to the Google Autocomplete section.
  25. Enter the API key, and select Save.

 


 

Troubleshooting

Billing must be enabled within your Google Cloud Developer Console in order to function.

If you're seeing an error within Google Autocomplete, we highly recommend checking that you have enabled this.

 Pro-Tip

Google provides a $300.00 credit when using their Google Cloud APIs and services. In order 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 [...]". 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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