Partial.ly + Shopify: Manual Payment Method

by Michelle Moore

We recently made major changes to our Shopify integration. Merchants can install Partial.ly in 1 of 2 ways, both of which require a Zapier account.

Option #1 (This Option): Add Partial.ly directly to your Shopify checkout page via Manual Payment Method. Learn more below.

Option #2: Add Partial.ly directly to your product pages and/or cart page by adding a snippet of code to your Shopify theme. Learn more here: Partial.ly + Shopify: Partial.ly Checkout Button

For more FAQs on this update, please see see the following article: Shopify FAQs

This method involves creating:

  • A manual payment method in Shopify.
  • A Zapier zap.

How is 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 send a payment plan request to the customer.

Improvements:

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 second zap)

Considerations:

  • 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.

Set Up Instructions

Instructions include 3 parts:

  1. Creating the manual payment method in Shopify.
  2. Configuring Shopify settings within your Partial.ly account.
  3. Setting up the Zapier Zap.

#1. Creating a manual payment method in Shopify

  1. Log into your Shopify account at https://www.shopify.com/store-login
  2. Go to Settings > Payments > Manual Payment Methods
  3. Click + Manual Payment Method
  4. Select Create Customer Payment Method

Fill out the following:

  • Custom Payment Method Name (you will need this later)
  • Additional Details
  • Payment Instructions

5. Click Activate

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 show when they select the manual payment method.
  • The payment instructions text will be show on the order confirmation page:

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 required settings in your Partial.ly acccount at partial.ly/login

  1. Log into partial.ly/login.
  2. Go to Settings > Integrations > Shopify Settings.
  3. 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).
  4. 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).

#3 Create a Zapier Zap

Log into your Zapier account and click Create.

The Trigger:

  1. For the trigger, select Shopify
  2. For event, select New Order
  3. Connect/Select your Shopify account
  4. Click Continue

Testing the Trigger:

  1. Click the test trigger button, which will pull sample orders from your Shopify shop.
  2. Select a sample order, then click continue with selected record.

The Action:

From the event list, select Custom > Webhooks.

Setup the Custom Request

Select Custom Request for the event and click Continue.

Configure the Custom Request:

  1. For method, select the POST option.
  2. 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).
  3. For Data Pass-Through?, select True.
  4. Leave the Data field empty.
  5. For Unflatten, select No.
  6. Leave the Basic Auth field empty.
  7. For the Headers section:

*click + Add value set to add additional boxes:

  • Box 1: Enter Accept,  then application/json
  • Box 2: Enter Content-Type, then application/json
  • Box 3: Enter Authorization, then Bearer <API_key>, making sure to replace <API_key> 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.

Test the Custom Request:

  1. 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.
  2. Click the Publish button to complete the step.

Create the second Zapier zap to mark Shopify order as paid

The Trigger:

  1. For the trigger, select Partial.ly (0.1.10).
  2. For the Event, select the Payment Plan Paid.
  3. Connect/Select your Partial.ly account.
  4. Click Continue and Test the Trigger.

Setting Up the First Action:

From the events list, select Filter.

Filter for Shopify plans:

We want to filter for payment plans that were created from 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,

Set Up the Second Action:

  1. For the action, select Shopify.
  2. For Event, select Mark Order as Paid.
  3. Select/connect your Shopify account.
  4. Click Continue

Configure the Second Action


Order: For the Order field, map to the Integration Id from the Partial.ly webhook.

Publish

  1. Click Continue to go to the test page. You can click Skip test.
  2. Click the Publish button to activate the zap.

Notes:

If you wish to limit when Partial.ly is available at checkout, payment methods can be dynamically disabled for Shopify Plus merchants. https://help.shopify.com/en/manual/checkout-settings/checkout-blocks/customizations/payment-methods

If you are not a Shopify Plus merchant, you may be able to find a third party app that can do this.

Have More Questions?

Email us at support@partial.ly