Updating a third party payment provider

The method used to integrate third party providers with the Shopify platform is being updated in order to provide you with continuous service. If you’re using a third party payment provider and have not completed an update yet, then you receive a notification and a banner in your admin explaining that you need to update the integration to continue.

Most payment providers have new integrations that you can easily connect to your Shopify account. If you’re using a payment provider that has not created a new integration, then you must select a new payment provider.

Considerations when updating a third party payment provider

When updating your third party payment provider, you should take the following into consideration:

  • Third-party apps and tools: Minimal impact to third-party apps and tools is expected when you update your payment provider. It's recommended that you test any apps or tools - for example, subscription apps or enterprise resource planning (ERP) tools - that you're using to manage your payment processing to ensure no updates or changes are required.
  • Support: Depending on the issue you encounter, support is provided by either Shopify or your payment provider:
  • Installing, upgrading, or selecting a payment provider - you can contact Shopify Support.
  • Questions about the payment provider’s integration and features - you can contact your payment provider.
  • Performing the update: You should update your payment provider during off-peak hours and when staff are available to check the payment provider update completes successfully. If you have a test store, then it’s recommended that you test your payment provider integration on your test store, before installing the payment app on a live store.

Update a payment provider

​​If the third party provider that you use to accept credit card payments has a new integration available, then you must re-connect your payment account with your Shopify store by installing their payment app. You receive a notification and banner in your Shopify admin stating that you must update your payment provider, so that you can begin the process.

Steps:

  1. From the banner or notification in your Shopify admin, click Update.
  2. On the payment gateway page, click Install.
  3. On the payment gateway settings page, click Manage Account.
  4. Follow the instructions on your third party payment providers site to complete the installation.

If your payment provider updates successfully, then the banner stating that you must update your payment provider no longer displays in your Shopify admin. If the banner remains on your Shopify admin after you complete the process of updating your payment provider, then the process wasn't completed successfully and you must attempt to update the payment provider again.

Reconciling orders when using a third party payment app

To reconcile orders on your third party payment account, you can use the payment ID from the order timeline. The payment ID of an order is a unique identifier that allows you to match an order in your Shopify admin, with the transaction in your payment provider account.

You can find the payment ID of an order in the order timeline, in the Payment was processed section and the Information from the gateway subsection. When using the order timeline to match orders in your Shopify admin with transactions in your payment provider account, consider the following information:

  • Only the payment ID is sent to your payment provider: You can’t use the Order number or Order ID to match orders in your Shopify admin with transactions in your payment provider account. You can reconcile orders only using the payment ID as this is the only unique identifier sent to your Shopify admin from your payment provider.
  • Finding an order's authorization key: The authorization key is no longer updated on the order timeline in your Shopify admin when a transaction is completed using a third party payment provider. To retrieve the authorization key of an order, you must refer to your third party payment provider account.
  • Pending payment status: Payments might take longer than expected to process. If a response isn't received from the payment provider, then a payment might display as Pending. When the payment status changes to Paid, you can fulfill the order.
  • Expired payment status: If the payment status changes to Expired, then you need to confirm that the payment wasn't received in your payment partner account before requesting payment from your customer again. The payment status changes to Expired to indicate that it wasn't possible to process the payment.
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