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Merchant Help Center

 

Affirm Merchant Help Center

Salesforce Commerce Cloud (Demandware) Integration

Retrieve keys

  1. Sign in to https://sandbox.affirm.com/dashboard
  2. Retrieve API keys
    1. Hover over the profile icon area at the lower-left of the page.
      Screen Shot 2016-03-22 at 7.56.58 AM-2.png
    2. Click the API Keys link that appears.
      Screen Shot 2016-03-22 at 7.56.20 AM.png
    3. Copy the public, private, and financial product keys.

Note: If you are integrating Affirm into Shopify, ignore the financial product key and additional URLs. They are not relevant for Shopify integrations.


Install Affirm

Installing the Affirm Salesforce Commerce Cloud (Demandware) cartridge requires developer access to your SiteGenesis instance. 

  1. Download the cartridge: Affirm Salesforce Commerce Cloud (Demandware) Cartridge 
  2. Install the cartridge
  3. Sync your SiteGenesis site
  4. Configure the Affirm payment method
  5. Enable Affirm promotional marketing assets

Configure the Affirm payment method

Once you've installed the Affirm cartridge, Affirm can be easily enabled as a payment method by updating the following configurations:

  1. Log in to your Business Manager
  2. Go to Merchant Tools > Site Preferences > Custom Site Preferences > Affirm
  3. Set Affirm Online Status to Yes
  4. Enter the Affirm Financial Key that you retrieved from the Affirm Merchant Dashboard
  5. Enter the Affirm Public Key that you retrieved from the Affirm Merchant Dashboard
  6. Enter the Affirm Private Key that you retrieved from the Affirm Merchant Dashboard
  7. Set Affirm Mode to Sandbox for testing
  8. If you currently automatically capture, change the Affirm Payment Action to Authorize and Capture
  9. Enter Payment Min Total and Payment Max Total value to control when Affirm is shown to your customers


Affirm promotional marketing assets

  1. Go to Merchant Tools > Site Preferences > Custom Site Preferences > Affirm
  2. Set Cart Promo Message to Yes to display the promotional message on cart page
  3. Set Product Promo Message to Yes to display the promotional message on product details page
  4. Set PLP Promo Message to Yes to display the promotional message on product list page page
  5. Enter Promo Min Total value to display promotional message above a certain price


Order Processing

Setup Capture, Void, Refund, and Update services

1. Go to Administration > Operations > Import & Export

2. Click Upload button to upload affirm_services.xml file

3. Click Import and select affirm_services.xml file

Configure Affirm Job Schedule

1. Go to Administration > Operations > Import & Export

2. Click Upload to upload affirm_jobs.xml file

3. Click Import and select affirm_jobs.xml file

4. Go to Administration > Operations > Job Schedules (deprecated)

5. Verify that each imported job was created

6. Go to AffirmCapture job and click on Sites tab

7. Check your site and click Apply

8.  Repeat step 6-7 for other jobs

 


Test your Affirm configuration

Test your configuration to ensure that everything is working before you go live. Email  merchanthelp@affirm.com with a link to your test site so that we can verify your configuration and provide you with production keys.

  1. Add an item to the cart on your test site.
  2. Proceed to checkout.
  3. During checkout, enter valid U.S. addresses and mobile-phone information. Affirm cannot test your configuration if the address or phone information is fake.
  4. Select Affirm as the payment option.
  5. Proceed to Affirm's testing environment checkout.

Note: The URL https://sandbox.affirm.com indicates that you are in the testing environment.

6. When prompted for a security PIN, enter 1234.

7. Select terms.

8. Confirm your loan.

 

9. Wait to ensure that you have been redirected to your confirmation page.

10. Verify that the transaction appears in your platform's admin panel and on  sandbox.affirm.com/dashboard

Note: When a customer completes checkout with Affirm as the payment method, Affirm authorizes a charge for the amount of the order. The charge appears in a pending state on the customer’s Affirm account. Authorized transactions expire if they are not captured before the capture deadline. The default capture deadline is specified in your partnership agreement with Affirm. If you did not specify your authorization-period requirements because of inventory, pre-orders, or shipping time in your onboarding form, please email merchanthelp@affirm.com for help with completing this process.


Go live with Affirm financing

Updating Affirm API keys

  1. Go to: Administration -> Operations -> Services -> Service Credentials -> Affirm
    • User: Public API key
    • Password: Private API key
  2. Apply settings

After you verify that your configuration is working properly in the sandbox environment, your partnerships team activates your production keys in the dashboard.

  1. Sign in to the Affirm dashboard.
  2. Retrieve the production API keys.
    1. Hover over the profile icon area at the lower-left of the page.
      Screen Shot 2016-03-22 at 7.56.58 AM-2.png
    2. Click the API Keys link that appears.
      Screen Shot 2016-03-22 at 7.56.20 AM.png
    3. Copy the public, private, and financial product keys.
  3. Enter the production API keys into your platform.

    Note: In Shopify, clear the Use test mode check box when you enter your production API keys.

Note: The email address that you use to access the dashboard must be registered as a Google account. Check to see if your existing email address is a Google account or create a new Google account. If you create a new account, use the same construction as the email address that you enter when you sign up without Gmail (for example, example@affirm.com becomes example@gmail.com) so that you don't need to send us a separate @gmail.com address.