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Affirm Merchant Help

SunShop Integration

Overview

This guide describes how to integrate Affirm into your SunShop platform so that you can provide Affirm as a payment option to your customers. After integrating Affirm, your SunShop 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
  2. Configure Affirm as a payment method
  3. Add Affirm promotional messaging
  4. Review your order management functions
  5. Add the Confirmation Page function
  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

  1. Log in to your SunShop admin
  2. Go to Settings > Manage Settings > Payment Settings
    clipboard_ee10ac444e5b0f8497b2b512ef31da42b.png
  3. Scroll down and click Available Modules. Find "Affirm (Pay-Over-Time-Solution)" from the list and click Install.
    clipboard_e38ba04aa9700a2bacf4b0c2ca957a2b7.png

2. Configure Affirm as a payment method

  1. Click Payment Methods. Find "Affirm (Pay-Over-Time-Solution)" and click Settings.
    clipboard_e3a6a44b192252afc5469012ca0de631d.png
  2. Update your Affirm settings
    • Enabled - Select On to enable Affirm at checkout
    • Display Name - Leave populated for default or customize with HTML
    • Public Key — Enter the Public Key from your Affirm dashboard.
    • Private Key — Enter the Private Key from your Affirm dashboard.
    • Minimum Order Value — Optional. The minimum order amount (including taxes and discounts) that must be met before Affirm displays as an option at checkout. 
    • Test Mode — determines whether your store is in Test Mode. Make sure this is enabled until you are ready to take payments.
    • Payment Mode — can be set to Authorize & Capture or Authorize Only.
      • Authorize & Capture will capture your Affirm charge and your order will have the status of Awaiting Fulfillment in BigCommerce.
      • Authorize Only allows you to capture the funds manually. Your order will have the status of Pending Approval in SunShop. Once you manually capture the order in SunShop, the charge will be captured automatically in Affirm. 
    • Display Order - determines Affirm's placement at checkout. 1 is the highest placement.
  3. Click Edit Module Settings to Save

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.

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.

  1. Go to Settings > Manage Plugins
  2. Scroll down and click Available Plugins. Find "Affirm Promotional Messaging" from the list and click Install.
    clipboard_e14d6c2b44ea40f62c39871b5f738b82a.png
  3. Click Installed Plugins. Find "Affirm Promotional Messaging" and click Settings.
  4. Confirm "Enabled", "Display on Product Page", "Display on View Cart Page" are set to On
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  5. Click Edit Module Settings to save

4. Review your order management functions

Processing orders (capture, void, fullrefund) in SunShop updates the order status in the Affirm dashboard. While you can process orders in the dashboard, we strongly recommend using SunShop to keep order status synced with Affirm. Keep in mind that for a partial refund, this functionality is not available in SunShop so you should use your Affirm dashboard. Instructions on that can be found here.

To manage captures, voids, full refunds in SunShop follow these steps:

  1. Navigate to Transactions > View Transactions
  2. Find the Transaction you're looking for and click "View"
  3. Scroll down and click Payment Info
  4. Select the action you would like to perform from the "Processor Actions" dropdown
    clipboard_e521e375755d2a90c865b467c6152a4d2.png
  5. Click Update Transaction to Save

5. 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.

6. 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 Integration Consultant or merchanthelp@affirm.com to coordinate this test.

Connect to the live Affirm environment

  1. Go to Settings > Manage Settings > Payment Settings
  2. Under Payment Methods, find "Affirm (Pay-Over-Time-Solution)" and click Settings.
  3. Set Test Mode to "False"
  4. Click Edit Module Settings to Save

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.

 

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