Integration Hub for Bold Checkout

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

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 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.

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.

• 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.