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Merchant Help

 

Affirm Merchant Help

Shopify Integration

Retrieve keys

Google Account

You can sign into the Affirm Dashboard using Google, or using your email and password.

  • If you'd like to use the Google sign-in option, and your work email address isn't associated with a Google account, you can do so here: Sign up without Gmail
  • If your company uses Gmail, or if you already have a Google account, you can select your work account after clicking the Google sign-in button.

Affirm Merchant Live Dashboard

  1. Go to https://www.affirm.com/dashboard
  2. Sign in with Google, or use your email and password.

Note: The work email address that you use to sign-in to the Affirm Dashboard must be granted access by your Dashboard's administrator, or your Affirm contact.

Need help accessing the Affirm Dashboard?


Add Affirm "As Low As" messaging

You will need to add Affirm messaging to all of the product and cart pages where you want to offer Affirm. Promotional messaging can be integrated into your Shopify store theme to display Monthly Payment Messaging and informational Site Modals to customers. Once you have enabled the messaging, please reach out to your Affirm integration contact to get approval on the messaging.

Integration details can be found here - Integrating As Low As on your site.

 


Install Affirm

Note: As soon as you activate Affirm as a payment option, Affirm Monthly Payments will be displayed as one of the payment methods on your sites' checkout page. 

  1. Sign in to your Shopify account and navigate to Settings > Payments.

  2. Select Affirm as your additional alternative payment method.

  3. Select the 'Use test mode' check box.  If checked, this checkbox routes transactions to Affirm sandbox environment.
  4. Enter the Public API Key and Private API Key that you retrieved from the Affirm Merchant Live Dashboard.  Both Affirm sandbox and production environment use the same API keys.
  5. Click Activate. Affirm now shows as an alternative payment option.

    file-nuxQPPxHwr.png


Test your Affirm Configuration 

  1. Ensure that the 'Use test mode' check box is checked in your Affirm payment method settings
    1. Go to Shopify Admin
    2. Click the Settings (gear) icon at the bottom-left of the screen
    3. Click 'Payments'
    4. Scroll down to 'Alternative Payments'
    5. Click the 'Edit' Button next to the 'Using: Affirm' label
    6. Click the 'Use test mode' checkbox in the settings panel
    7. Click 'Save'
  2. Checkout on your store
  3. Select Affirm as the payment method
  4. When Affirm loads
    1. Login screen
      1. If you haven't already created an account in the sandbox environment
        1. Create account
          1. Name -any valid name format accepted
          2. Email - any valid email address
          3. Phone number - any valid US cell phone number
            • There are no texts sent to this number
            • We only store the number to give you a faster way to complete the Sandbox checkout
          4. Birthday - any date more than 18 years in the past
          5. Last 4 of social - any four numbers
      2. If you have created an account:
        1. Enter the same phone number that you used to initially create account
           
    2. PIN entry
      1. It will say, 'We sent you a text message with a PIN number', ignore this.
      2. When asked to enter a PIN number, just enter: 1234
         
    3. Select loan terms
      1. You will be presented with a set of three loan terms at 10% APR interest rate
      2. Select any of the loan terms to see the corresponding interest amount/details
      3. Click 'Continue'
         
    4. Confirming your loan
      1. Click the checkbox to agree to the terms
      2. Click 'Confirm' 
        • No real loan is created
  5. Check for the order in your Shopify Orders screen
  6. Check for the charge in your Sandbox Affirm Dashboard:

Affirm Merchant Sandbox Dashboard

  1. Go to: https://sandbox.affirm.com/dashboard.
  2. Sign in with Google, or use your email and password.

Note: The work email address that you use to sign-in to the Affirm Dashboard must be granted access by your Dashboard's administrator, or your Affirm contact.

Need help accessing the Affirm 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. 


Add a price floor to checkout (Shopify Plus only)

To implement a price floor for the Affirm payment method in your checkout flow, follow these steps:

  1. Go to your script editor.
    https://help.shopify.com/manual/apps.../script-editor
  2. Click Create script to begin creating a new script.
  3. Choose 'Payment gateway' as the type of script that you want to create.
  4. Choose a Blank template
  5. Click Create script.
  6. In the Title box, enter "Affirm price floor" as the name for the script.
  7. Click Code to open the Ruby source code console.
  8. Paste in this code:
    available_gateways = Input.payment_gateways
    cart = Input.cart
    subtotal = cart.subtotal_price
    unless cart.line_items.empty? or cart.discount_code.nil?
      case cart.discount_code
      when CartDiscount::Percentage
        if cart.subtotal_price >= cart.discount_code.minimum_order_amount
          subtotal = cart.subtotal_price * ((Decimal.new(100) - cart.discount_code.percentage) / 100)
        else
          subtotal = cart.subtotal_price
        end
      when CartDiscount::FixedAmount
        if cart.subtotal_price >= cart.discount_code.minimum_order_amount
          subtotal = cart.subtotal_price - cart.discount_code.amount
        else
          subtotal = cart.subtotal_price
        end
      else
        subtotal = cart.subtotal_price
      end
    end
    if subtotal < Money.new(cents:100) * 250
      available_gateways = available_gateways.delete_if do |payment_gateway|
        payment_gateway.name == "Affirm"
      end
    end
    Output.payment_gateways = available_gateways
  9. Click 'Run script' to run the script.
  10. Click 'Save and publish'

At this point, your changes should now be live. You can test whether it's working by checking out for an amount less than the price floor and seeing if Affirm is unavailable.

 


Enable Multiple Financing Programs

Offering Multiple Financing Programs to customers based on their order details can be setup within the Affirm platform, so long as Affirm receives all of the relevant order details in the checkout request. By default, Affirm does not receive the full details of a customer's order from Shopify when they go to checkout. A secondary app must be installed in your Shopify store so that all of the order data is passed to Affirm.

  1. Log in to your Affirm Merchant Dashboard (https://www.affirm.com/dashboard). This will log you into the Affirm system and allow you to install the app.
  2. Visit: www.affirm.com/api/v2/channel/shopify/app/dashboard/ .
  3. Paste in the:
    1. URL of your Shopify store (e.g., 'https://blue-outlet-shopify.myshopify.com').
    2. Subdomain of your Shopify store (e.g., 'blue-outlet-shopify').
    3. If you're using a custom Shopify domain, provide your original store name instead.
  4. Confirm that you'd like to install the 'unlisted app'.
  5. You should see a 'success' message to confirm the app was installed.
  6. The new app is now automatically enabled and the Shopify-side setup is complete.


Go live with Affirm financing

After you verify that your configuration is working properly in the Affirm Sandbox environment, your Affirm integration team contact will activate your Affirm Live environment access. Once live API keys are activated, follow the steps below to disable the test mode in Shopify:

  1. Go to Shopify Admin
  2. Click the Settings (gear) icon at the bottom-left of the screen
  3. Click 'Payments'
  4. Scroll down to 'Alternative Payments'
  5. Click the 'Edit' Button next to the 'Using: Affirm' label
  6. Uncheck the 'Use test mode' checkbox in the settings panel
  7. Click 'Save'

Note: Public API Key and Private API Key should remain the same and can be verified in the Affirm Merchant Live Dashboard