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. Katapult needs these details for an order to be successful. Products without a SKU may result in a failed checkout, typically resulting in the customer being unable to move past the customer validation screen.
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].
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.
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 will full permissions to your site.
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
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].
Shared sessions are the quickest path to integration and allowing us complete all steps together & minimizing back-and-forth emails.
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.
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.
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.
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.
Once testing is completed, Katapult will coordinate a go live date to enable Katapult on your production site.
Updated 6 months ago