This guide describes how to integrate Affirm into the Celery platform so you can provide Affirm as a payment option to your customers. After integrating Affirm, your Celery site will:
- Offer Affirm as payment option on the checkout page
- Process Affirm charges in your order management system
- Display Affirm promotional messaging
The integration steps are:
- Install Affirm
- Add Affirm promotional messaging
- Review your order management functions
- Test your integration
- Deploy to production
Before you begin
Before beginning integration, you should review:
- The transaction flow when buying with Affirm
- Your current checkout process to understand how Affirm will affect operations and customer experience
- Settlement reports to know how to reconcile transactions with the deposits into your bank account
You should have received an email inviting you to create an Affirm account. Click here for information about accessing your account.
Develop and test the Affirm integration in your development environment connected to our sandbox. To use our sandbox, retrieve your sandbox API keys at https://sandbox.affirm.com/dashboard/#/apikeys for use during integration.
After development and testing, you'll need to update your integration to use your live API keys, which you can find at https://affirm.com/dashboard/#/apikeys.
1. Install Affirm
Email email@example.com for instructions on installing and configuring Affirm on Celery. Return here to complete the integration.
2. Add Affirm promotional messaging
Affirm promotional messaging components—monthly payment messaging and educational modals—show customers how they can use Affirm to finance their purchases. Properly placed promotional messaging helps drive increased AOV and conversion.
Adding Affirm promotional messaging is a required integration step, and you should complete it before testing your integration. Click here for information about adding Affirm promotional messaging.
3. Review your order management functions
Processing orders (authorize, void, refund, and partial refund) in Celery updates the order status in the Affirm dashboard. While you can process orders in the dashboard, we strongly recommend using Celery to keep order status synced with Affirm. For more information on processing orders in Celery, refer to their documentation.
4. Test your integration
After completing your integration, do a thorough testing of both your front-end and order management functions in our sandbox to ensure that everything works as expected. Click here for our recommended test plan. However, you’ll need to tailor your testing plan to your specific systems, processes, and integration.
5. Deploy to production
Coordinate testing with Affirm
Before deploying the Affirm integration to your production site, Affirm will need to test it in your development or staging environment connected to our live environment. Contact your Client Success Manager to coordinate this test.
Connect to the live Affirm environment
Email firstname.lastname@example.org to receive instructions on connecting to the Affirm live environment.
Launch to production
After you’ve connected to our live environment and we’ve tested your integration, you’re ready to deploy to your production environment and offer Affirm as a payment option to your customers.