Add Partial.ly as a Manual Payment Method to Shopify Checkout

by Michelle Moore

About This Option:
This method involves:
  • Adding a manual payment method to Shopify checkout.
  • Configuring it in your Partial.ly account.
  • Creating 2 Zapier zaps.
How it works:

The Zapier zap will listen for new Shopify orders using the manual payment method. The zap will then trigger Partial.ly to create a new payment plan from the order and email a payment plan request to the customer.

Benefits:

Partial.ly will be located directly on Shopify checkout, allowing the full benefits of Shopify rules and checkout, including:

  • Shipping
  • Taxes
  • Discounts
  • Inventory Management
  • Draft order capabilities (would need to create a zap)
Considerations:
  • The Shopify order is opened while the plan is emailed to the customer.
  • The customer must open the plan from their email to complete the order. You may need to follow up with them if it is not opened in a certain amount of time.
  • Restrictions on offer customizations and limitations.
  • If you wish to limit when Partial.ly is available at checkout, payment methods can be dynamically disabled for Shopify Plus merchants. If you are not a Shopify Plus merchant, you may be able to find a third party app that can do this.

* If this option does not work for you, please check out our other integration option: Adding the Partial.ly checkout button to your product pages and/or cart page

Set Up Instructions:
#1. Creating a Manual Payment Method in Shopify
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  • Log into your Shopify account at https://www.shopify.com/store-login
  • Go to Settings > Payments > Manual Payment Methods.
  • Click + Manual Payment Method.
  • Select Create Customer Payment Method and fill out the following:
    • Custom Payment Method Name (You will need this later.)
    • Additional Details
    • Payment Instructions
  • Click Activate
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How the Customer Sees This Info:
  • The payment method name will be shown to the customer on the Shopify checkout page.
  • The additional details text will be shown when they select the manual payment method.
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  • The payment instructions text will be show on the order confirmation page:
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Reminder: It is recommended to let the customer know their order will not be complete until the payment plan is opened. They will be emailed the payment plan and can also open it from their customer account at partial.ly/login under Other Payment Plans.

#2. Configure in Partial.ly

* New? Learn about setting up your account at https://support.partial.ly/shopify-faq/

  • Log into partial.ly/login.
  • Go to Settings > Integrations > Shopify Settings.
  • In the payment method name field, enter the exact name of the payment method you configured in Shopify (important it must be exactly the same, or else the plan will not be created).
  • Select the offer to apply to payment plans created from Shopify (currently, this cannot be dynamically changed but we are testing improvements, please reach out to support for updates).
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#3. First Zapier Zap: Create the Partial.ly Plan when a Shopify Order is Created

* Remember, this will create and email the plan to the customer. The customer must open the plan from their email to complete the order.

Getting Started:
Image of Zap:
Create the Trigger:
  • For the trigger, select Shopify
  • For event, select New Order
  • Connect/Select your Shopify account
  • Click Continue
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Test the Trigger:
  • Click the test trigger button, which will pull sample orders from your Shopify shop.
  • Select a sample order, then click continue with selected record.
Create Action:

From the event list, select Custom > Webhooks.

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Select Custom Request for the event and click Continue.

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Configure Custom Request:
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  • For method, select the POST option.
  • For the URL, enter https://partial.ly/api/payment_plan/from_shopify (if you are testing with our demo server, enter https://demo.partial.ly/api/payment_plan/from_shopify).
  • For Data Pass-Through?, select True.
  • Leave the Data field empty.
  • For Unflatten, select No.
  • Leave the Basic Auth field empty.
  • For the Headers section:
    • Box 1: Enter Accept, then application/json
    • Box 2: Enter Content-Type, then application/json
    • Box 3: Enter Authorization, then Bearer , making sure to replace with your Partial.ly API key (important, it must be “Bearer” then a space, followed by the API key). You can find your Partial.ly API key within your Partial.ly account at partial.ly/login under Settings > General >API Key.

* click + Add value set to add additional boxes.

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Test and Publish:
  • Click the continue button, which will take you to the test step. You can only test if you create a payment plan within your Partial.ly account. If you do not wish to do this, click skip test.
  • Click the Publish button to complete the step.
#4. Second Zapier Zap: Mark the Shopify Order as Paid

* This option will only work if the order was created with financial status "pending" or "authorized".

Image of Zap:
Create and Test Trigger:
  • For the Trigger, select Partial.ly (0.1.11).
  • For the Event, select the Payment Plan Paid.
  • Connect/Select your Partial.ly account.
    • Click Continue and Test the Trigger.
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Create and Configure Action #1:

Similar to the first Zap, from the events list, select Filter.

We want to filter for payment plans that created a Shopify order:

  • For choose field, select the Integration field.
  • For choose condition, select the (Text) Exactly matches.
  • In the next input labeled 'enter text', enter shopify.
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Set Up Action #2:
  • For the Action, select Shopify.
  • For Event, select Mark Order as Paid.
  • Select/connect your Shopify account.
  • Click Continue.
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Configure Action #2:

For Order, click the three dots and select Custom.

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Map to the Integration ID from the Partial.ly webhook.

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Publish:
  • Click Continue to go to the test page. You can click Skip test.
  • Click the Publish button to activate the zap.
Need Help or Have More Questions?

Email us at support@partial.ly.