Shopify

Do you have an e-shop on Shopify and don't know how to install the Comgate payment gateway? Here are some instructions that will make the installation easier for you. Just install our module via this link.

Instructions

1) The merchant clicks on the link that leads to the details of the application in the Shopify store, where you have the option to start the installation.

Switching Stores

If the app installs to the wrong store, simply click on the current store icon located at the top right of the app page and select 'Switch stores'.

2) Shopify will request to confirm the app's permission to access store data.

3) After approval, the merchant is redirected to the interface of the external application, which guides them through next steps. For Comgate, the first step is to send a registration email with technical details about the connection.

4) Then wait for a contact from Comgate that the account is ready. After that, you can get back to the application via the same link.

5) The merchant fills in the data for communication with the API of the payment gateway.

6) If the data verification is successful, the final part of the process is made available to the merchant, where you can make additional gateway settings, but he must first press the "Activate" button here.

7) Then you are redirected back to Shopify with connection information, where you can turn on test mode and optionally select supported payment methods. In the lower part, there is another green "Activate" button, which will only make the gateway available for display in the store.

8) If the merchant had been using a previous payment solution, he can now deactivate it in Settings > Payments.

Payments pairing

The Comgate payment ID is not currently displayed in the order details in the Shopify admin environment. However, we sync the order names from Shopify to our system. For payment matching you can use:

• Comgate Client Portal, where both the Comgate payment ID (Comgate ID) and the Shopify order ID (ID from the client) are listed on the Customer Payments page for each payment.
  
  
• Daily or monthly billing, where both data are also listed as Comgate ID and ID from the client in a CSV file. It is possible to use both CSV and ABO formats (read specifics for ABO).

Since Shopify generates the order name after it is paid, the payment in Comgate is based with the Shopify payment ID (e.g.: rJNzsrQKFQUFHnDJeUUcZoQhL) that is generated in Shopify. This value can also be found in Shopify in the order detail timeline when you expand the payment information:

The moment the payment is made and the status is successfully transmitted to the e-shop, the Shopify order name is automatically synchronized (e.g. 1001).

How synchronisation works

The Comgate system automatically downloads order name information from Shopify (e.g. 1001), which is then available in the Client Portal in the payment summary in the ID from client column. 

The synchronization always takes place a few dozens of seconds after the payment has been successfully settled and the payment status has been transmitted to the e-shop. In extreme cases, the synchronization may be delayed by several hours.

This means that in the daily and monthly exports, you will find the Shopify order name in the client ID for successfully paid payments.

The order name is also included in the order and transaction history exports directly from Shopify under the Name.

The format of a Shopify order

The number consists solely of numeric characters and does not include any prefixes or postfixes as defined in Shopify settings.

How to allow Comgate to access order name information in Shopify

The process is very similar to installing the payment add-on for the first time. It makes it easier to configure the connection to Comgate's systems already saved, so you don't need to do it again. There is therefore no need to contact customer support or look up information in the Client Portal.

• If you have not yet activated the Comgate payment add-on in your store, please follow these instructions.
• If you have already run or are currently running the Comgate payment add-on in your store, you will need to give the app new permissions to access order information:

1. Open your store Settings and go to the Payments section. In it, find the Comgate add-on and click on it:
   
2. At the bottom of the displayed page, find the Deactivate button.
   
3. Confirm the following dialogue by clicking on Deactivate.
   
4. Uninstall the deactivated add-on by clicking the Uninstall button.
   
5. Again, confirm in the dialog box by clicking Uninstall.
   
6. The payment add-on is now uninstalled.
7. Now re-install the payment add-on from the Shopify Store - click on the Install button at this link.
   
8. If a list of stores appears, select the one where you have just uninstalled the Comgate add-on and want to reinstall it:
   
9. The confirmation page for installing the payment add-on will appear, where you can read what permissions the application requires. To confirm the installation, click the Install button.
   
   
   The app will now have access to information about your orders for the last 60 days. As a result, the Comgate app is able to retrieve information about the name (e.g. 1001) of a paid order. It can then convert this into the Comgate system and include it in exports and statements.
   We do not process any sensitive order information. We only download the Order Name (e.g.: 1001) from the store, and only for paid orders. This allows you to easily match orders in various accounting systems.
10. The payment app will install and the contact details page will appear. You can add information here if necessary and save it by clicking the Save Settings button.
    Activate the payment add-on by clicking the Activate button.
    
11. Once activated, you will be redirected to the payment add-on configuration in the store settings. Here you will select the allowed payment methods and check the status of the trial mode (you will probably want to have it disabled, then you need to have the checkbox empty). Finally, you need to activate the payment add-on in the store by clicking the Activate: Comgate Payments button.
    
12. The payment add-on will be reactivated. At this point, the payment method is available and fully functional in your store cart again. However, we recommend that you verify this by placing a trial order:
    1. add any product to your cart and proceed to checkout,
    2. fill in the customer details,
    3. select the Comgate payment method,
    4. click on the Pay button (you will be redirected to the Comgate payment gateway),
    5. you can cancel the payment (otherwise it will be automatically cancelled according to the store settings, within 7 days at the latest).

You have successfully reauthorised the payment add-on. At this point, you can expect all subsequent payments to have the order ID from Shopify synchronized in Comgate in the ID from Client field. 

The sync will be triggered no later than 24 hours after reauthorization of rights. Subsequently, it always takes place a few tens of seconds after the payment is successfully settled and the status is successfully transmitted to your e-store. In very extreme cases, synchronization may be slightly delayed for some payments.