Add Partial.ly Checkout Button to Your Shopify Cart and Product Pages

Shopify Script Option with Partial.ly

About This Option:

This method involves:

How it works:

Benefits:

Considerations:

Can only be placed on cart and/or product pages.
Not compatible with Shopify checkout, so limitations on shipping and taxes, which must be set up within your Partial.ly account.
(If you need the features of Shopify Checkout, see our other integration option to add Partial.ly as a Manual Payment Method to your Shopify Checkout page).
Won't work with Shopify discounts.
Limitations on inventory management: You can set up the Zapier zap to obey your inventory rules when creating the Shopify order. However, Partial.ly cannot follow your inventory rules. This means the customer may be able to open the plan if there is no stock, but the Shopify order will fail. We recommend "hiding" out of stock products to prevent this.

Set Up Instructions:

#1. Generating the Snippet of Code

#2. Add Code Snippet to your Shopify theme

#3. Create the first Zapier Zap: Creating the Shopify Order

Getting Started:

Image of Zap

Create the Trigger

For the Trigger, select Partial.ly.
For the Event, select Payment Plan Opened.
Connect/Select your Partial.ly account. If connecting a new account, enter your Partial.ly API key.
You can locate your Partial.ly API Key within your Partial.ly account under Settings > General > API Key.
Click Continue

*If you are testing on our demo server, from the Server environment dropdown, select demo.partial.ly. Otherwise you can leave the server environment on the default partial.ly.

Image Example:

Test the Trigger

Create Action #1

Configure Action #1

Filter for Shopify plans:

Filter for new plans:

Click Continue.

This will test the filter from your test data.

After the test is done, click Continue again.

Create Action #2

Configure Action #2

We need to configure all the fields sent to Shopify to create an order, most of which will be mapped from the Partial.ly plan_opened webhook.

Image Example

Line Items

Product: Under line items, next to product, click the 3 dots next to the select and choose the custom option to enter a custom value. Then, in the insert data for Product popup, select the line items integration id field.
Product Variant: For product variant, click the 3 dots next to the dropdown and choose custom to enter a custom value. From the pop to insert data for product variant, click the Payment plan opened in Partial.ly, then scroll to or search for the line items variant id.
SKU: For the SKU field, map to the line items sku field from the Partial.ly webhook data.
Product Quantity: For the Product Quantity field, map to the line items quantity field from the Partial.ly webhook data
Product Title: For the Product Title field, map to the line items description field from the Partial.ly webhook
Product Price: For the Product Price field, marp to the line items amount from the Partial.ly webhook.

Tax Lines (if using Partial.ly Tax Settings)

Shipping Address

Shipping Address - First Name: map to the Customer First Name field from the Partially webhook data.
Shipping Address - Last Name: map to the Customer Last Name field from the Partially webhook data.
Shipping Address - Phone: map to the Customer Phone field from the Partially webhook data (optional, only if collecting phone numbers at checkout is enabled in Partially settings).
Shipping Address - Address: map to the ShiptoAddress field from the Partially webhook data.
Shipping Address - Address cont': map to the Shipto Address 2 field from the Partially webhook data.
Shipping Address - City: map to the Shipto City field from the Partially webhook data.
Shipping Address - Country Code: map to the Shipto Country field from the Partially webhook data.
Shipping Address - State/Provide/Region Code: map to the Shipto State field from the Partially webhook data.
Shipping Address - Postal/Zip code: map to the Shipto Postal Code field from the Partially webhook data.