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Merchant Help

 

Affirm Merchant Help

Magento Integration

Overview

This guide describes how to integrate Affirm into your Magento eCommerce platform so you can provide Affirm as a payment option to your customers. After integrating Affirm, your Magento 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:

  1. Install the Magento extension
  2. Configure Affirm as a payment method
  3. Add Affirm promotional messaging
  4. Add the Confirmation Page function
  5. Review your order management functions
  6. Test your integration
  7. Deploy to production

Before you begin

Before beginning integration, you should review:

Sandbox development

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 the Magento extension

IMPORTANT NOTE:

  • Install the extension in your sandbox or staging environment before pushing it live
  • Keep a copy of your Magento store and database to ensure you can revert to the version before the installing the app
  • You may need to re-index all the produce and category tables after extension upgrade

You have several options for installing the Magento extension. Click here if you already have the Magento extension installed and need information on updating it.

Install using modgit
  1. Run the following command:
cd MAGENTO_ROOT modgit init modgit -i extension/:. add Magento_Affirm https://github.com/Affirm/Magento_Affirm.git
  1. Update the extension by running:
modgit update Magento_Affirm
Install using modman
  1. Run the following command:
cd MAGENTO_ROOT modman clone https://github.com/Affirm/Magento_Affirm.git
  1. Update the extension by running:
modman update Magento_Affirm
Install using Magento Connect Manager
  1. Download the latest package release (the compressed .tgz file)
  2. In your Magento admin panel, go to System > Magento Connect > Magento Connect Manager
  3. Click Choose File and select the downloaded package release file
  4. Click Upload

 
Install using Affirm’s deploy script
  1. Download the Makefile, which requires git and wget
  2. Copy the Makefile to MAGENTO_ROOT
  3. To install, run the command make install
  4. To update, run the command make update

Known installation issues

You may encounter Column not found SQL errors during installation. Ensure that you have the correct permissions to update the core Magento database tables. Because the installation process updates many of the database tables, you’ll need to re-index the flat category table to resolve any SQL errors that occur during installation by doing the following:

  1. Go to System > Configuration > Catalog pane > Frontend
  2. Set Use Flat Catalog Category to Yes
  3. Click Save Config
  4. Go to System > Configuration > Index Management
  5. Click Reindex Data for Category Flat Data

You may need to run the re-index command via shell:

php indexer.php --reindexall

2. Configure Affirm as a payment method

After installing the extension, enable Affirm as a payment method by updating Magento’s configurations:

  1. Sign in to your Magento admin portal
  2. Go to System > Configuration > Sales > Payment Methods > Affirm
  3. Set Enabled to Yes
  4. Keep Mode set to Sandbox (for development and testing)
  5. Enter the Public API Key and Secret Key (private key) you retrieved from the Affirm sandbox merchant dashboard
  6. If your checkout process automatically captures the charge, set Payment Action to Authorize and Capture
  7. Enter the dollar amount values for Minimum Order Total and Maximum Order Total that displays Affirm as a payment option to your customers when checking out (optional)
  8. If you want to change the order of displaying Affirm as a payment option during checkout, enter a Sort Order value greater than 0
  9. If you want to disable Affirm when a backordered item is in the cart, set Disable for backordered items to Yes
  10. If you want to display Affirm as text instead of a logo during checkout, set Plain Text Appearance to Yes
  11. If you want to customize the default Affirm logo and subtext (Affirm must approve), you can add in-line HTML to Affirm Payment Method HTML (requires Plan Text Appearance set to No)
  12. Set Enabled Checkout Button to Yes to display the Affirm button on the cart page (you can update the Affirm button URL in the Checkout Button Code)
  13. Keep checkout uses xhr set to Auto Detect
  14. Keep Create orders after Affirm confirmation set to Yes (No creates orders as soon as the user begins the Affirm checkout)

If these changes do not take effect immediately:

  1. In the Magento admin panel, go to System > Cache Management
  2. Click Flush Magento Cache
  3. Sign out
  4. Sign back in to reset permissions

3. 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. Add Affirm promotional messaging to your product, category, and cart pages.

Add promotional banners

To add Affirm banner images to various pages on your site:

  1. In the Magento admin panel, go to System > Configuration > Affirm Promos
  2. In General Settings, enter the Affirm Promo Key
  3. Set Enabled to Yes
  4. For each page where you want a banner displayed, set Display to Yes and Promo Size and Promo Position to the values of your choice

Add promotional messaging

  1. In the Magento admin panel, go to System > Configuration > Affirm Promos
  2. In the As Low As Functionality settings, set the following to Yes to display promotional messaging on those pages:
  • Enable for Product PDP (product pages)
  • Enable For Category PLP (category pages)
  • Enable for Shopping Cart (cart page)
  1. Enter an MPP min amount value to set the minimum threshold dollar amount that will display monthly payment messaging (e.g., setting the MPP min amount to 100 will only display monthly payment messaging for purchases above $100)
  2. You can optionally enter a Promo ID value in Data Promo ID (contact the Affirm Client Success team for more information about Promo ID’s)

Use Multiple Financing Programs

Multiple Financing Programs (MFPs) allow you to offer custom financing programs to your customers based on rules you define in Magento. To use MFPs in Magento, you must be running version 3.3.0 or higher of the extension. To learn more about MFPs and how to set them up in Magento, contact your Client Success Manager.

4. Add the Confirmation Page function

Confirmation page analytics is available in version 3.5.6 and up of the Magento extension. To enable confirmation page analytics:

  1. Go to System > Configuration > Affirm Promos
  2. In the Enhanced Analytics section,  set Enable pixel for confirmation page to Yes

5. Review your order management functions

Processing orders (authorize, void, invoice, or credit memo) in Magento updates the order status in the Affirm dashboard. While you can process orders in the dashboard, we strongly recommend using Magento to keep order status synced with Affirm. Click here for more information.

6. 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.

7. 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

  1. Retrieve your live API keys at https://affirm.com/dashboard/#/apikeys
  2. In the Magento admin panel, go to System > Configuration > Sales > Payment Methods > Affirm
  3. Set Mode to Production
  4. Enter the Public API Key and Secret Key (private key) you just retrieved from the Affirm merchant dashboard

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.

FAQ

How do I update my merchant or brand name in the Affirm checkout flow if multiple sites operate under same Affirm account?

If you have multiple sites operating under a single Affirm account, you can override the external company or brand name that the customer sees by adding a name field to the checkout object in the Magento extension payment.php file. This affects all references to your company name in the Affirm UI.

'merchant' => array(
                'public_api_key' => Mage::helper('affirm')->getApiKey(),
                'user_confirmation_url' => Mage::getUrl('affirm/payment/confirm', array('_secure' => true)),
                'user_cancel_url' => Mage::helper('checkout/url')->getCheckoutUrl(),
                'user_confirmation_url_action' => 'GET',
                'charge_declined_url' => Mage::helper('checkout/url')->getCheckoutUrl(),\
                'name' => Mage::app()->getStore()->getFrontendName()
            ),

How do I modify the monthly payment messaging placement on the product detail page?

You can use a different reference name to place monthly payment messaging on the product detail page based on the page’s layout. You’ll need to modify reference name in your affirm.xml layout file by replacing the product.info.extrahint reference name with any other reference name based on your layout structure. If you’re looking for a way to position blocks before or after other blocks in the layout, you can modify the before and after block attributes. Some reference name examples to use instead of product.info.extrahint from the standard product page layout structure include alert.urls, product.info.social, and product.info.addtocart.

You may need to adjust the styles based on your layout structure and theme templates.

<catalog_product_view>
    <reference name="head">
        <action method="addItem">
            <type>skin_js</type>
            <name helper="affirm/promo_data/getPDPAffirmJsScript" />
        </action>
    </reference>
    <reference name="product.info.extrahint">
        <block type="affirm/promo_asLowAs_product" name="as.low.as.pdp"
               template="affirm/promo/aslowas/product.phtml" after="-" />
    </reference>
</catalog_product_view>