Version: current

Shopify

About this guide

This guide will guide you through the process of setting up EBANX as a payment gateway on your Shopify store as well as covering some additional items such as Digital Marketing data and common troubleshooting scenarios.

Availability per Country

The following table details which Checkout experience is available for each country we process in Shopify.

CountryGatewayCheckout Type
BrazilCheckout via EBANXTransparent Checkout *
MexicoCheckout via EBANXTransparent Checkout *
ColombiaCheckout via EBANXTransparent Checkout *
PeruCheckout via EBANXEBANX Payment Page
ChileCheckout via EBANXEBANX Payment Page
ArgentinaCheckout via EBANXEBANX Payment Page
EcuadorNot Available Yet-
BoliviaNot Available Yet-
info

*Transparent Checkout will be enabled by installing an App in your store.

How it works

Installation Process

Follow the steps below to setup EBANX as your payment provider on Shopify:

  1. Go to the Payment Providers screen

    In your Shopify administrative panel click on “Settings” then select “Payment providers”.

  2. Install Checkout via EBANX

    Click in this gateway called Checkout via EBANX to install. This gateway will automatically bring all payment methods available for your store based on your contract.

    Important to know: With this single gateway, all payment methods for all countries will be set automatically. You don’t need to install any other gateway. The single gateway “Checkout via EBANX” must be installed only once.

  3. Configure Checkout via EBANX with your Integration keys

    Back to the “Payment providers” screen, you’re going to scroll down until you see the “Chose alternative payment method” button and click over it. In the page has loaded you’re going to search for the same getaway names that you’ve chose at step #2 and click over them.

    Next, you’ll need to get your Public Integration Key, as well as your EBANX Shopify Key, both available at the Integration section of your EBANX Dashboard. In case you don’t have access to the dashboard yet please fill out this form.

    info

    Important to know: To simplify the view we have placed only Visa and Mastercard brands, however, others brand will also be available.

  4. Set up Form Options

    1. Click on “Settings” again, then on “Checkout” to set your Form options as the image bellow. This process is mandatory in order to ensure that your checkout will work properly. Don’t forget to click on “Save” once you’re done with the configuration.

    Shopify Settings

  5. Test your new integration

    Lastly, access your store and go through a regular purchase flow in order to confirm that the gateways that you’ve just installed are appearing as payment options. In the case they are not, please send an e-mail to integration@ebanx.com asking for support.

  6. Additional configuration for selling physical goods in Brazil

    Since January 2020, the Brazilian Tax Authorities require that all imported packages to document the Brazilian customer identification number (CPF or CNPJ). If you sell products that require shipping to Brazil, please follow this last step.

    CPF additional configuration

    If your store has the Enable CPF/CNPJ field flag already checked, please remove it. Do not worries, CPF/CNPJ will be requested as normally at your checkout. To access this configuration please go to:

    Settings > Checkout > Order Processing

    * View of the Order processing section in the Checkout page, after following the path described at CPF additional configuration.

    info

    Important to know: This additional step is mandatory for Brazil. In case your Shopify store does not have this option, you do not need to do anything else at this step.

Transparent Checkout

DISCLAIMER

Your transparent checkout will only work if you have the following gateway installed: Checkout via EBANX.

Transparent checkout is a game-changer for merchants operating in Latin America using Shopify’s platform because it enables them to sell in the way that people in our region most like to do it: feeling safe. Therefore, with a seamless checkout solution you’ll be able to achieve higher payment conversion rates and less checkout abandonment rate. In order to have the transparent checkout working at your store, you must go through the following steps:

  1. Install Transparent Checkout

    Go to our Sell in LATAM – EBANX Checkout installation page and click on “Install unlisted app”

  2. Set up your Integration Key

    Then, get your Integration Key, at the Integration section of your EBANX Dashboard, place it at the respective field at Shopify and click over “Login”. In case you don’t have access to the dashboard, please go through the Installation Process section of this documentation.

    If you go back to the app’s interface you’re going to be asked for your key again, but that’s solely to verify the status of your app, if you have ever logged in with your integration key the installation process has already been completed.

    note

    Please note that your transparent checkout might take up to ten minutes to start to work.

Digital marketing data

Facebook Ads Manager

note

This walkthrough is only valid in case you’re selling to Brazil and using our transparent checkout through our app extension. If you do not attend to both these requirements please get in touch with integration@ebanx.com asking for support to set up your Facebook pixel. Else, if you sell to Brazil but haven’t installed the app yet please go through the Transparent Checkout section of this documentation.

  1. Set up your Pixel ID

    Go to your Shopify admin area and click on “Online Store”, then click on “Preferences”.

    At the Facebook Pixel section paste your pixel ID, then scroll down and click on “Save”.

  2. Request and setup the Additional Script

    Send an e-mail to integration@ebanx.com and ask for your Facebook pixel additional script.

    Once our team gets back to you, go back to your Shopify admin area, click on “Settings”, then click on “Checkout”, scroll down to the Order processing section and paste your code at the Additional script field. Then click on “Save”.

  3. Setup the Custom Conversion

    Go to your Facebook Ads Manager and Create a Custom Conversion for the “VoucherGenerate” event that our transparent checkout sends. This is going to be the conversion that will measure how many of your customers chose to pay by cash and generated a payment voucher.

    caution

    According to Facebook, the metrics you’re going to be able to find with custom events are not reliable for campaign optimisation and look alike campaigns. EBANX does not take any responsibility for campaign investments or its outcomes.

    Then, go to your Campaigns dashboard and follow the steps to Customize Columns in Ads Manager to add your new custom conversion to your view.

If you wish to have visibility on your cash payment’s actual conversion rates, you’re going to need to create and upload offline event data to your Facebook Ads Manager. You may also like to check Shopify’s instructions on how to Export orders to a CSV file and Facebook’s guide on How to Format Customer Lists.

note
  • As soon as Facebook makes their Server-Side API public the 7th step of this walkthrough won’t be necessary anymore and we’ll send your cash payment conversions straight to your Ads Manager.

  • If you are not using our Transparent Checkout, you can just register your pixel in Shopify, then send an email to integration@ebanx.com with your Pixel ID.

Google Analytics

  1. Set up your UA-ID

    Go to your Shopify admin area and click on “Online Store”, then click on “Preferences”.

    At the Google Analytics section paste your UA-ID, then scroll down and click on “Save”.

  2. Set up your goals and funnels

    Go to your Google Analytics account and Set up your goals and funnels to properly receive the “VoucherGenerate” event that we send at Shopify’s thank you page. This is going to be the conversion that will measure how many of your customers chose to pay by cash and generated a payment voucher.

  3. Track your events on Google Analytics

    When your cash payment gets paid and confirmed you’re going to receive an event named “PurchaseComplete” at your Google Analytics account. This is the event that is going to give you visibility on your cash payment’s actual conversion rates. If you need to know more About Events please check Google’s help center.

Troubleshooting

Here are some common troubleshooting scenarios that might show up during your integration:

INTERNAL SERVER ERROR is appearing when the user is redirected.

What may be causing this error:

  • Your integration or Shopify keys are not correct. Double-check your keys in your EBANX dashboard;
  • You are processing with a not allowed currency. We only accept USD, BRL and EUR, except for transparent checkout, where we don’t work with EUR yet;
  • The country you are trying to process is not enabled in your merchant account;

My transparent checkout is not working even after 10 minutes.

Double-check your app status by following these steps:

  1. Access your Shopify admin panel, then go to “Apps”;
  2. Click in the EBANX App (Sell in LATAM – EBANX Checkout);
  3. Re-enter your integration key;
  4. If you don’t see “EBANX Optimized Checkout is Installed on your store!”, send an email to integration@ebanx.com;
  5. If you do get the successful message, then double-check if your gateway is eligible for the transparent checkout.

I can’t find the EBANX gateway in the “alternative payment methods” section.

Before looking for the gateway, please make sure that you clicked in the link shown in the installation process and that you have installed it.

I can’t find my Shopify Key in EBANX Dashboard

Please send an email to our integration team – integration@ebanx.com

Getting help

We hope this article was enlightening, but in case we’ve failed to take out your doubts you have the following options to keep on seeking for answers:

  • If you’re not our partner yet and would like to know more about our prices and conditions please fill ou this form and our comercial team will get in touch with you.
  • In case you’re already our partner please get in touch with our support team at integration@ebanx.com.
  • Alternatively, you can check our FAQ at the end of this page for further questions.
Last updated on by Fernando Pankiewicz Gomes