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.

Updating 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’ll receive a notification and banner in your Shopify admin so 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.

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, there are some points to take into consideration:

  • 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.
  • The Authorization key of an order is no longer updated: to retrieve the Authorization key of an order, you must refer to your payment provider account.
  • New pending state: In certain, rare cases, payments might be in a pending state for a short period of time if we have not received a response from the payment provider.
  • Expired state: If we don’t receive a response from your payment provider after the short pending state period, the payment will change to expired status to indicate that they were unable to process the payment.
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