Shopify

In this guide you will learn how to integrate Katpault with Shopify to provide a no credit, lease-to-own payment option for your customers.

Before Getting Started

Before beginning your integration, please review the following:

• Online Checkout Flow
• Your current checkout process to understand how Katapult will impact operations and customers.
• Leasable Items
• Tax Exemption Management: Katapult is a wholesale merchant and your team should review internally on how to update orders accordingly.
• Deployment Checklist
• Confirm all your products have SKUs, item descriptions & item value being passed. It is your responsibility to make sure all items are passed to Katapult with the correct dollar value.

Once your merchant agreement has been completed, you will receive an email with your sandbox login credentials and tokens. If you have not received your tokens, please reach out to [email protected].

Supported Versions
Shopify
Shopify Plus

Installation

Expected Timeline
Installation is quick and easy and on average about 30 – 40 minutes to complete.

You may either grant us access to complete installation on your behalf or Katapult can schedule a shared session to complete together.

Shopify Installation

In the event that you are not able to join a shared session, Katapult is able to complete installation on your behalf as long as we are granted Collaborator or Staff Access with full permissions to your site.

Collaborator

Step 1. Provide your Shopify URL web address
Step 2. Receive a Collaborator request from [email protected]
Step 3. Accept request with all user right permissions

Staff Permissions

Step 1. Login to your Admin Portal - Settings - Users & Permissions
Step 2. Add Staff
Step 3. Add users details & set email to [email protected]
Step 4. Select all permissions

Your Katapult integration team will coordinate a date and time to complete installation. If you have not received a request, please reach out to [email protected].

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Shared sessions are the quickest path to integration and allow us complete all steps together & minimizing back-and-forth emails.

Payment Gateway Configuration

After we have completed installation with your team, we will send you the details needed to complete the configuration.

Step 1. Katapult will supply you a link after installation has been completed to activate your gateway.

Step 2. After you click the link, you will be presented with a login page for your Shopify store.

Step 3. After logging into your store, you will be prompted to install the Katapult gateway.

Step 4. After the app is installed, Katapult will be available on the admin Payments Settings page. It will be available in the "Alternate Gateway" list.

Step 5. Enter the username and password. Select “Use test mode for test transactions (no money charged). Otherwise leave it unchecked. Click the activate button.

Step 6. Verify if Katapult exists in the Checkout page under Payment Method.

Non-Leasable Tag

All items that are not eligible for leasing should be tagged with the correct product tag. When an item has the tag non-leasable the customer will be expected to pay for this item upfront at the time of their initial payment with Katapult.

Step 1. Login to the admin portal and go to Products>find the product(s) you want to tag as non-leasable

Step 2. Go to the product you want to update and find the Tag section > type in non-leasable and add the value to the product.

If this is the first time you are using the tag, you will be presented the option to add it as a new value, if you have already added this tag you will be able to select it from your current tag options.

Step 3. Save your changes

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Best Practices

Double check that you have exactly entered the text as non-leasable, if this is misspelt or added in a different format Katapult will not recognize the tag.

Items will automatically default to leasable unless tagged with non-leasable.

If you have multiple items that are not leasable you can bulk add the tag by utilizing the bulk edit feature.

Validate all product descriptions and SKUs

Testing

Merchant Testing
We recommend that your team complete thorough testing, You can find our recommended testing scenarios here. However, you will need to tailor your testing plan specific to your setup and processes.

Katapult Testing
After completing the installation and configuration, we will coordinate testing with your team. Katapult will need to complete testing in your development environment before going live in production.

Deployment

Once testing is completed, we will coordinate training and a go live date. Contact your account manager or reach out to [email protected] to coordinate a go live date.

Production Configuration
Once testing is completed, Katapult will coordinate a go live date to enable Katapult on your production site.