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Integration Hub for Bold Checkout

Laurel
Laurel
  • Updated

Bold Checkout integrates with many third-party apps to help your store reach its fullest potential. All of the integrations listed within this article are fully supported in Bold Checkout.

Alert: If you  currently use a fully automated email flow, we recommend testing this with Bold Checkout. This is because we are not able to guarantee that emails for actions performed by your customers within the Bold Checkout will be accurately sent through an automated email provider. To test this functionality on your store, please visit Place a Test Order with Bold Checkout.

 

 

Analytics & reporting

Facebook Pixel

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.

This integration requires a Facebook ads account with a pixel set up in Facebook Ads Manager.

For more information along with setup instructions, please visit Facebook Pixel & Checkout Integration.

 

Google Analytics

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

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.

 

 

Tax integrations

TaxJar

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, navigate to Payments > Tax settings.
  2. Beside the TaxJar option, click Connect.
  3. Enter your API Token.

    Note: This is located within your TaxJar account under Account > SmartCalcs API.

  4. Click Save.

    Note: This section will change to indicate that your account has been connected.

  5. Click the Create Custom Zone button.
  6. Enter a Zone name.
  7. Expand the Choose your tax provider drop-down menu, and select TaxJar.
  8. Search and select the applicable countries in the Find a country search field.
  9. Click Save.

Please contact TaxJar for more information on setting up a TaxJar account.

 

 

Features & benefits

Google Autocomplete

Bold Checkout integrates with Google Autocomplete to allow your customers to checkout faster by reducing the number of keystrokes needed in the checkout. 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. Click Select a project.
  3. Select your project. If you do not have a project yet, create one using the following instructions:
    1. Click Create Project.
    2. Enter a Project name.
    3. Click Browse to choose a location.
    4. Select the location, then choose Select.
    5. Click Create.
  4. Look for the Google Places API Web Service and Google Maps Javascript API. If the APIs are not listed, use the following instructions:
    1. Select Enable API's and Services.
    2. Search for Places API, and select it.
    3. Click Enable.
  5. Search for Google Maps Javascript API.
  6. Select the Google Maps Javascript API, and click Enable.
  7. Select Credentials. If there are no credentials, you must create one.
  8. Select API Key.
  9. Select the API Key Name.
  10. Under Key restriction, review what is selected. If HTTP referrers (websites) is selected, enter checkout.boldcommerce.com in the Accept requests from these HTTP referrers (websites) field.
  11. Click Save.
  12. Select the API key, and copy it.
  13. In Bold Checkout, navigate to Settings > General settings.
  14. Scroll down to the Google Autocomplete section.
  15. Enter the API key, and click Save.

 

Troubleshooting

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

Note: 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.

 

Loqate

Bold Checkout integrates with Loqate to allows your customers to checkout faster by providing address lookup in the checkout in the checkout as your customer types. 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 both 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.
  • Loqate's address autocomplete is only supported for the shipping and billing address and not phone number or email validation.