Shopify Payments App

Migration Steps Overview

  1. Install and configure the Sezzle Payments app.
  2. Deactivate the payment gateway. This is valid only if you have the legacy gateway installed.

Before You Begin

  1. You should have a Sezzle merchant account.
  2. Make sure you have the following Sezzle details handy: Public and Private API Key
  3. If your account on Shopify is set to Manual Capture , make sure to read FAQs
  4. You should have admin access to the Shopify Account to be able to finish the migration. You can read more about the roles here
  5. The app is available to all merchants that transact in USD/CAD.

Install the Sezzle Payments app

  1. Click on Add app by navigating to the Sezzle Payments app.
  1. Once the app is installed, you will be prompted to enter your production Sezzle public and private API keys
  1. Click update settings to verify your Sezzle account.

📘

Use your production API keys

Make sure to use Production API keys and leave the Testing with Sandbox API keys unchecked. Verify that the Shop matches the store you intend to install the payments app for. This is especially important if you have multiple stores on Shopify.

  1. You will be redirected to the payment settings page, where you will need to activate Sezzle Payments for your store.

📘

Enable test mode disabled

Make sure Enable test mode is not checked

  1. Click Activate Sezzle Payments.
  2. Once that is complete you should see Sezzle available as a payment method for your store.

To validate that you’ve successfully installed the new Payments App:
You should see Sezzle Payments installed in your Settings > Payments on your Shopify Admin page

Deactivate legacy Sezzle payment gateway

  1. From your Shopify admin, click Settings.

📘

Do not uninstall the Sezzle (widget) app

The Sezzle payment gateway is not located in the Apps section. Click Settings (shown below) and a new set of menu options will be available on the left hand side. Do not uninstall the Sezzle (widget) app located in the Apps section.

Locating the Shopify Settings menuLocating the Shopify Settings menu

Locating the Shopify Settings menu

  1. Click the Payments option. You should see Sezzle listed as a payment method (provider).

  2. Click Manage.

  3. At the bottom of the page click Deactivate Sezzle.

If you do not deactivate the Sezzle gateway, Sezzle will show up twice in the checkout.

🚧

Deactivate Sezzle

Be sure to deactivate the "Sezzle" payment method and not "Sezzle Payments"

After deactivating, the payment methods should like the image below.

For more information on deactivating Shopify payment methods please visit this link.

If you have any questions, please reach out to [email protected] for more information.

FAQs

  1. How do I know I successfully completed the migration to the new payments App?

In the checkout page, Sezzle will appear only once as shown below after migration

Sezzle in checkout after migrationSezzle in checkout after migration

Sezzle in checkout after migration

Prior to the migration, the below image illustrates how Sezzle appears in the checkout

Sezzle in checkout before migrationSezzle in checkout before migration

Sezzle in checkout before migration


  1. I have my Shopify Payment Capture set to Manual. What do I need to do?

Sezzle Payments will honor your Shopify Payment Capture setting. If you are set to Manual, then you will need to manually capture payment on orders paid for by Sezzle. The authorization period can vary by Sezzle merchant, so we highly recommend you check the Sezzle authorization expiration at Settings > ecommerce in the Sezzle merchant dashboard. You can adjust this expiration period according to your needs.

Note: Currently the order authorization expiration is not reported to Shopify.

Authorization Expiration can be changed as requiredAuthorization Expiration can be changed as required

Authorization Expiration can be changed as required

  1. How can I test the new payments app on the dev store?

Make sure you are logged into the dev store on Shopify. In step 2 of the install process, check the Testing with Sandbox API keys and use the keys from Sezzle Sandbox Dashboard . In Step 4 of Install, Enable Test Mode should be checked. The rest of the process is the same.

  1. I have multiple stores on Shopify. What do I do?

There are several ways to install the payments app on your store. We recommend you use an incognito browser for this process. Navigate to https://{your-store.myshopify.com}/admin/settings/payments/alternative-providers/1057901 where the your-store.myshopify.com is to be replaced with the URL of your store. Once you log into the store, the rest of the process is the same. To install the payments app for another store, make sure to close the incognito browser and open a new session on the incognito browser.

  1. The order number in Shopify appeared in the merchant dashboard on Sezzle. I don't see it anymore?

Sezzle will no longer have access to the Shopify order number. To track orders from Sezzle on Shopify, click the relevant order and then Click on Information from the gateway. The payment ID should match the ID in the Sezzle Merchant Dashboard under the Reference-ID column.

Order detail inside Shopify admin pageOrder detail inside Shopify admin page

Order detail inside Shopify admin page

Reference ID inside Sezzle Merchant DashboardReference ID inside Sezzle Merchant Dashboard

Reference ID inside Sezzle Merchant Dashboard

You can also search in Shopify Admin for Orders for the payment id using the format receipt.payment_id: <payment_id>.

Searching for an order on ShopifySearching for an order on Shopify

Searching for an order on Shopify

  1. I have the Sezzle inventory locking feature enabled today. Will this be enabled with the new app?

Unfortunately, no. Sezzle will no longer have access to view and adjust the inventory of a Shopify store. Without these permissions, we are unable to offer this feature alongside the new payment app.