Shopify Payments

Shopify Payments

Info
Module: Payment Processing Account 
Topic: Shopify Payments Processing Account with Tokenization 
Version(s): Version 5.1 & up
Editions: All Editions

Tokenizing Your One Time Payment with Shopify

This feature allows tokenization of payment methods within OrderLogix in order to securely process payments for the customer. Tokenization replaces sensitive data with non-sensitive data and is used to safeguard a card's PAN (primary account number) by replacing it with a unique string of numbers. This secure token is created in Shopify and displays in OrderLogix on the order and Customer Payment Profile tab. This is a onetime use token. It cannot be used on future orders, nor can it be used to add items to an order.

There are multiple places within OrderLogix to take into consideration when it comes to generating and managing tokens. The first step is to set up the payment processing account that the tokens will be created through.  
This article will show you how to set up and manage this feature for the Shopify Payments payment gateway.

Warning

Warning
This is a onetime use token. It cannot be used to add items to an existing order, nor can it be used on future orders.

Making The Connection

Where Will I See This Within OLX?

What Reports Can Be Pulled?

What Imports/Exports Relate to Shopify Payments 

Currently there are no import nor exports for creating or editing PPA's

Trouble Shooting

Agent receives error when creating new order.

  1. Cart Create Failed. [{"field":["input","buyerIdentity","phone"],"message":"Phone is invalid"}] Cart Create Failed. No cart created.
    1. Address and Phone are required fields during order entry

Agent receives error when adding new item to existing order.

  1. Processing ended with errors:No response from processor or other fatal error occurred. Manual verification and settlement is required. / Error->Shopify Payments Gateway only supports Capture, Void and Refunds. Source->Microsoft.VisualBasic
    1. The payment profile selected is a onetime use profile. A new order must be created for this customer OR a new payment method added to the order.

A token can only be used in the account it is created in.

  1. This token can only be used to Settle a preauthorization or to process a FULL Refund.
    1. A payment profile that has been tokenized will fail payment processing if attempting to process payment in any other payment account

Setup

Alert
This account only works with SIM order entry. You cannot use classic order entry with this integration. 

Pre-requisites - Required

  1. MUST have Shopify Payments configured on your Shopify account
  2. MUST have both Admin API integration and Storefront API integration configured on your Shopify account
  3. Must have permissions setup on both Admin API integration and Storefront API integration
  4. MUST have payment account setup in OrderLogix
  5. MUST have custom values setup on Source in OrderLogix
  6. MUST use SIM order entry
  7. Agents MUST have SIM Enabled on their user setup
  8. Popups MUST be allowed on each user's computer
  9. MUST have Realtime Auth = False on Script Prod Offers

Pre-requisites - Optional

  1. AS IS cannot be used with continuity nor installment offers
    1. ***You may look into "work around" options if anticipate using with continuity or installment offers
  2. If you need to update fulfillment status within Shopify once order has shipped, you will need to ask about the Shopify Ship Confirmation Export

Payment Processing Account Setup

Navigate to Campaigns > Payment Data > Payment processing accounts 
Click the  add new button to create a brand-new account:
The labels for each field under the selected payment processor are specific to values needed to be passed to the gateway for a token to be generated and will vary depending on what processor you are integrating with. 


  1. Account Name
  2. Environment ID = Production
  3. Account Type = Credit Card
  4. Allow Tokenization = checked
  5. Payment Processor = Shopify Payments Gateway
  6. Sub Domain = Shopify URL
  7. Admin API Access Token = Admin API access token
  8. Confirm Password = reinsert your Admin API Access Token

Once you enter all of the required fields for the account you can save the settings.


Source Custom Values:

Navigate to Campaigns > Advertising > Source. Edit the Source(s) that will be using Shopify Payments. Click on Custom Values tab and add the following:
  1. ShopifyPayment_StoreFrontAccessToken
  2. ShopifyPayment_AdminAPIAccessToken
  3. ShopifyPayment_SubDomainName

Maintaining Scripts

If at the source you can click on the script linked to the source or navigate to Campaigns > Advertising > Maintain Scripts. Edit script(s) using Shopify Payments.

Product Offer tab

Make sure offers are set to Realtime Auth = False


Forms tab

Edit the form you will be adding the feature to. 
  1. Edit the Element
  2. click on HTML tab of the configurator.
    2. Add the following line of code at the very top of the workspace
      1. <script type="text/javascript" language="javascript" src="sim-js/shopify_payments.js"></script>

  3. add 2 action buttons
    1. Create Cart
    2. Fetch Cart. 
  4. Save the Element
  5. From the Form view click on Create Cart

    2. Action = Run Server Code
    3. DLL Name = Simplugin_ShopifyCartCreate.dll
    4. Class Name = Simplugin_ShopifyCartCreate
    5. click on Close
  6. From the Form view click on Fetch Cart

    2. Action = Run Server Code
    3. DLL Name = Simplugin_ShopifyCartCreate.dll
    4. Class Name = Simplugin_ShopifyCartFetch
    5. click on Close
  7. Save Form
  8. Save Script

Order Entry:

When agents are creating the order in OrderLogix they will not add payment information from the OrderLogix order entry form. Agents will add all of the customers information and select the products that are being sold to customer. When it is time to collect payment information agents will click on Create Cart. If any information is missing the agent will receive an error in a popup telling them the fields that need to be completed before they can proceed:


Once agent has completed all of the required fields, the Shopify order entry screen will display in a popup:

Agents will complete payment information from this screen. 
Click on Pay Now


Shopify will display a confirmation number to let the agent know the order was created

Agents will then X out of the Shopify order popup.
When back to the OrderLogix order screen Agents will click on Fetch Cart.
A popup will display if the order was successful or if there was an error:
Success! Shopify Order ID: 6557919281336 Amount: $34.47

Agents will click OK and Submit the order from the OrderLogix order entry screen to get their OrderLogix orderID



The customer and payment values are generated at Shopify and displayed in OLX within the token value which also contains the last 4 numbers of the credit card.

Warning
OrderLogix will not have the credit card information for future use on new orders
.

Order Detail Screen:

Orders with tokens instead of their primary account number will be easily identified under the payment information on the detail screen:



Shopify Payments:

Customer/Order#/CCLast 4.  Customer = Shopify Payments CustomerId, Order# = Shopify Payments OrderNumber found in Shopify URL


Payment Processing

Shopify Payments will only allow Settle and Refund actions. You can void the preauthorization as well.


Customer Detail Screen:

Customers that have tokens applied to orders will have this information securely stored on their detail center in the payment profile section, for use if a refund is needed on the order. Once viewing the payment profile tab, you will see all profiles stored for a given customer and a "dummy" credit card number will be applied to the "credit card number" field in the profile based on the details stored in the system preferences section. This is necessary due to the credit card details being required on order, however if a token is present that will trump the card number. The token will be visible to the right-hand side of the payment profile details:


WarningEditing the profile is not recommended and should not be done.



Shopify Payments:

Customer/Order#/CCLast 4.  Customer = Shopify Payments CustomerId, Order# = Shopify Payments OrderNumber found in Shopify URL

Importing orders with tokens:

Orders can be imported via either the OrderLogix API or Order Import v4. To accompany the Token, the following must also be sent:
  1. MERCHANT_TRANSACTION_ID
  2. PAYMENT_METHOD = CC.
  3. CC_TYPE
    1. V=Visa, MC=MasterCard, D=Discover, A = American Express
  4. EXP_DATE
  5. TOKEN
  6. PAY_PROC_ACCT

Example:
<MERCHANT_TRANSACTION_ID>123456</MERCHANT_TRANSACTION_ID>
<PAYMENT_METHOD>CC</PAYMENT_METHOD>
<CC_TYPE>V</CC_TYPE>
<EXP_DATE>09/29</EXP_DATE>
<CVV_CODE>123</CVV_CODE>
<TOKEN>1917079614,638672725999036142,1111</TOKEN>
<PAY_PROC_ACCT>OLT TEST ACCOUNT</PAY_PROC_ACCT>


Shopify Payments:

Customer/Order#/CCLast 4.  Customer = Shopify Payments CustomerId, Order# = Shopify Payments OrderNumber found in URL

Payment Processing

You will need to create two batches for Shopify Payments:
  1. Batch 1
    1. Criteria = All Items
    2. Mode = Settle Only
  2. Batch 2
    1. Criteria = Credits Only
    2. Mode = Auth and Settle


Where to Find Values in Shopify Payments

  1. Login to your Shopify account. 

    1. Sub domain

      1. used on Payment Processing Account
      2. used as custom value on source
      3. Shopify URL
        1. Example: URL is https://orderlogixstore.myshopify.com/
        2. you would only put "orderlogixstore".

  1. Admin API access token

    1. used on Payment Processing Account
    2. used as custom value on source

  2. Storefront API access token

    1. used as custom value on source
  1. Navigate to Shopify admin > Settings > Apps > Develop apps > Select app you are using > API Credentials
    4. Select App you are using
    5. You MUST have both Admin API integration and Storefront API integration
    6. click on API Credentials

Permissions Needed

Storefront API integrationStorefront API integration
read_analyticsunauthenticated_read_checkouts
read_assigned_fulfillment_ordersunauthenticated_read_content
read_contentunauthenticated_read_customer_tags
read_customersunauthenticated_read_customers
read_discountsunauthenticated_read_product_inventory
read_draft_ordersunauthenticated_read_product_listings
read_fulfillmentsunauthenticated_read_product_tags
read_ordersunauthenticated_write_checkouts
read_productsunauthenticated_write_customers
read_gdpr_data_request
read_gift_cards
read_inventory
read_locales
read_locations
read_marketing_events
read_merchant_managed_fulfillment_orders
read_online_store_pages
read_order_edits
read_price_rules
read_product_listings
read_reports
read_resource_feedbacks
read_script_tags
read_shipping
read_shopify_payments_accounts
read_shopify_payments_bank_accounts
read_shopify_payments_disputes
read_shopify_payments_payouts
read_themes
read_third_party_fulfillment_orders
read_translations
write_assigned_fulfillment_orders
write_content
write_customers
write_discounts
write_draft_orders
write_fulfillments
write_inventory
write_locales
write_marketing_events
write_merchant_managed_fulfillment_orders
write_online_store_pages
write_order_edits
write_orders
write_price_rules
write_product_listings
write_products
write_reports
write_resource_feedbacks
write_script_tags
write_shipping
write_themes
write_third_party_fulfillment_orders
write_translations



Shopify Payments- Payment Processing Account Token Generation
Copyright 2025
Revised 1.19.2026

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