Integrate Safepay with Shopify Onsite

Accept payments instantly with Safepay's plugin for Shopify Onsite.

How to set up Safepay checkout for Shopify Onsite

Shopify has emerged as the preferred e-commerce platform for many merchants around the world, and as such, we have been working hard to provide extensive support for Pakistani merchants looking for a reliable payments processing solution for their Shopify stores.

In this document, we'll show you all you need to know to get started with Safepay on your Shopify store.

Here are some basic steps you can take to integrate Safepay as a payment method.

Pre-requisites

Before installing the plugin for Shopify please make sure you have gone through our guide on how to set up Safepay and have completed the following steps:

1. Ensure you do not have any other Onsite payment plugin installed. Shopify only allows for a single onsite installation. If you already have any of (Shopify onsite payments, Stripe onsite payments, checkout onsite payments) then it will not work.
2. First uninstall any existing Onsite Payment app. Please note you may keep as many third party payment payment methods you want, including Safepay. Both plugins can work simultaneously.
3. Created your Sandbox Account and know how to find your Api Key and Secret Key.
4. Created your Production Account and know how to find your Api Key and Secret Key

Installing the plugin

• Visit this link to install the plugin and click Install payment provider when prompted.

• Click Install and choose your store

• You will be redirected to your site admin and prompted to press Install

• Once you click install you will be prompted to approve the subscription charge. Please note Safepay Checkout Onsite has a 7-day free trial after which you will be charged $11.99 per month by Shopify.

• As mentioned previously, please input your Sandbox Public and Secret key as well as your Production Public and Secret key in the relevant fields.

• Click on the Activate button to make the plugin ready to accept payments. 

• Please note you can keep “Test mode” on when you want to make test payments, and remember to turn it off when you are ready to go live.

Test Mode: If you enable test mode, transactions will be simulated using Safepay's sandbox environment. No real money will be deducted from your or your customer's account and any orders placed while your store is on Test Mode should be treated as test orders.

• It is recommended on admin checkout settings, you have the following selected:
  • Customer Contact Method - Email
  • Require first and last name
  • Shipping address phone number - Required
• This would ensure your orders have all the complete details.

• On the checkout page, you will see the Onsite plugin show up as “Credit Card” and it will capture payment details directly on the checkout page only. There will be no redirects.

Reconciliation

When a customer places an order on your Shopify store and pays through Safepay, you should reconcile the payment with your Safepay dashboard. On your Shopify admin, when you go to view a specific order you will most likely see something like this:

• The first thing to notice is whether or not the order is a Production or Test order. If you have enabled Test Mode for Safepay, then all orders will be simulated and you will see a yellow notification on top.
• If you scroll down to the Order Timeline you will see something like this:

• If you click this line, it will expand to provide you with all the details Shopify collected for this order as well as the Order ID that you can use to reconcile this payment with your Safepay dashboard on Payments 2.0

  

  
  

Note: Test payments for test orders will show up on your sandbox dashboard while Live payments for live orders will show up on your production dashboard.

The Payment ID can be found under the field Payment ID.

Refunds

Now you can make refunds directly from the orders page in Shopify.

• Click the refunds button available when you click on any order to see its details page

• Once you click refunds you will see a similar screen. You can choose to write a reason for refund and input the amount to refund. Please note the refund can be the full or a partial refund. You cannot refund more than the original amount as shown by the amount available for refund.

• The order will continue with the same Order ID. The Safepay dashboard will also reflect if it is a full or partial refund. The original payment will be updated with its new status automatically.

Finishing up

• If you have enabled Test Mode while integrating Safepay remember to disable this after you are done with the integration and are happy with this. You can see how to do this in the Installing the Plug-in section above.
• If you've made it this far then your store can now accept payments using Safepay.

Click here for navigating to our demo Shopify store and making a test transaction