Overview

Zip offers an integration that allows Shopify merchants to offer Zip Pay in 4 to their customers.

If you don't have a merchant account with Zip, please navigate to Zip for Business to become a merchant partner. Once you've become a Zip merchant partner, you can refer to this guide as you integrate via the Zip onboarding flow.

If you've previously been a Zip partner or are encountering technical issues please utilize this guide or reach out to Partner Support for assistance.

Follow the steps in this guide to integrate Zip into your Shopify store.

1. Integrate the Widget
2. Add the Payment Gateway

# Widget Overview

What is the Zip Widget?

The Zip Widget is a visual price breakdown that appears on the product page, cart, and mini cart.

It is an easy way for your customers to understand Zip's benefits, how it works, and help inspire them to checkout. Our merchant partners with the Zip Widget on their product pages have shown that the widget can increase Conversion rate and Topline sales by more than 20%!

Read more here: Messaging & Widgets Overview

How do I integrate the Widget?

To integrate the widget on your Shopify store, please follow the Zip On-Site Messaging App below.

If you require further customization, you can implement the Zip Widget for Shopify instructions.

We recommend starting with the on-site messaging app

Zip On-Site Messaging app

The Zip On-Site Messaging app is a quick and easy way to install Zip branding on your Shopify store's product pages and cart. Follow the instructions below to add the app and customize it for your store.

First, please check you are using one of the compatible Shopify Themes here.

How to install Zip On-Site Messaging

2. Click Install.

3. Click Install a second time.

4. Select your region, enter in your Merchant ID, and click Save settings.
   Note: Make sure to select the correct region that matches your Shopify store currency.

5. Once you have selected your region, click Integrate widget.

6. Then click Customize widget.

7. Now, select where you would like the widget to appear in the Widget tab.

8. Once you have selected your preferred Zip widget settings, click Save.

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Congratulations — well done!

View the theme you just worked on. If the widget was integrated properly, it should appear in your product page, mini cart, and cart. If it doesn't, you will need to integrate via the Zip Widget for Shopify instructions.

If you have any questions or are encountering any difficulties, please contact Partner Support.

Add The Payment Gateway

After successfully adding the Zip widget to your product pages and cart, you can integrate Zip as a payment option in your Shopify store.

1. Install our Shopify Payments app, Zip (US)

• Navigate to Zip (US) in the Shopify app store or search for Zip from the Payments tab in your Shopify dashboard.

• Click Install to begin the integration.

2. Click Install a second time.

3. Select either Live site or Test environment and then click Continue.

• If you are installing Zip on a test environment please reach out to our Partner Support team for a Zip sandbox account.

4. Enter your Zip Merchant ID (MID) to link your Zip account with your Shopify store, then click Continue.

• You can find your Merchant ID in the Zip Merchant Portal under the Settings tab.

5. Finally, click Activate to complete the integration.

• Make sure Test mode is toggled off if you're ready to offer Zip to your customers.

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Questions?

If you have have any questions, or encounter any issues when installing the app, please contact Partner Support.

Issuing Refunds

Issuing refunds for Zip orders is straightforward with the following instructions.

1. Locate the Zip order you would like to issue a refund for.

2. Click Refund on the Order Details Page.

3. Enter the Refund Amount and Reason.

5. Click the Refund button. Zip will automatically credit the customer's existing and/or future installments as needed.

6. Verify the order status both in both Shopify and also in the Zip Merchant Portal (staging environment).

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If the online store doesn't handle issuing refunds directly, the Zip Merchant Portal can be configured to issue refunds. Contact Partner Support to learn more.

Matching Zip and Shopify Orders

When an order is placed through Shopify, there is an Id called the Payment Id set on the order. You can find this Id in Shopify, in the order Timeline section. Navigate to the Timeline event that says "A $X USD payment was authorized on Zip (US)," then expand the "Information from the gateway" section to reveal the Payment Id.

You will find this Payment Id in your Zip Merchant Portal in the Merchant Reference field.

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Note

Shopify does not provide Zip with the Shopify Order Id. You will need the Shopify Payment Id in order to associate Shopify and Zip orders.

Find Orders in Shopify with a Zip Order Number

1. To find the corresponding Shopify order from a Zip order, find the Payment Id in the Merchant Reference field in the Zip Merchant Portal or via the Zip Reporting API.

2. From your Shopify admin, go to Orders.

3. Search using the custom term receipt.payment_id: and the Payment Id value.

   For example: receipt.payment_id:xxx.

4. Click on the order.

5. To verify the gateway and payment information, click on the specific event in the Shopify order Timeline. For more information, refer to View payment events from the Timeline.

Reconcile Zip and Shopify Orders

When you need to reconcile a large number of orders between Zip and Shopify, you can use the Payment Id to do so.

1. From your Shopify admin, go to Orders.

2. Click Export, choose the order range to export and click Export orders

3. In the Zip Merchant Portal or Reporting API, download the selection of transactions to reconcile.

4. Match the Payment Id from the Shopify order export to the Merchant Reference value in the Zip export.