Explanation:
Migrating your Clearpay integration from WooCommerce to Shopify involves a few key steps to ensure a seamless transition for your customers. Please refer to the Action section below for the steps to take when migrating Clearpay from WooCommerce to Shopify.
Action:
Please follow the below steps:
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Install the Clearpay App on Shopify
- Log into your Shopify Admin.
- Navigate to Settings > Payments.
- Search for "Clearpay " and select Clearpay as your payment gateway.
- Follow the instructions on the screen to link your Clearpay merchant account to your Shopify store.
- You will need your Clearpay Merchant ID and secret key (which you can find in the settings page of the Clearpay Business Hub).
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Test Your Clearpay Integration
- After setting up Clearpay on Shopify, you should test the integration to ensure it’s functioning correctly by making sure the Clearpay payment option appears at checkout for eligible customers.
- Perform a test transaction to verify that the payment process works smoothly.
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Continue to Leave Clearpay Installed in WooCommerce for Refunds
- If you can, leave the Clearpay app installed on your WooCommerce store so you can continue to process refunds. Previous orders from WooCommerce won't populate in Shopify, so at a minimum you should keep it available for as long as your refund window is valid. You don't need an operational WooCommerce website, but the backend systems with Clearpay installed should be there to process refunds when necessary.
- If you can, leave the Clearpay app installed on your WooCommerce store so you can continue to process refunds. Previous orders from WooCommerce won't populate in Shopify, so at a minimum you should keep it available for as long as your refund window is valid. You don't need an operational WooCommerce website, but the backend systems with Clearpay installed should be there to process refunds when necessary.
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Remove Clearpay Integration from WooCommerce
- Once the integration is fully set up and tested on your Shopify store and refunds have been addressed, you can remove Clearpay from your WooCommerce store to avoid confusion.
- In WooCommerce, go to WooCommerce > Settings > Payments.
- Disable or delete the Clearpay payment method from your payment gateways.
Important Notes:
Keep an eye on transactions in the early days of the migration to ensure that everything is working smoothly. Monitor your Clearpay account and Shopify's payment dashboard for any issues or discrepancies.