Updating a third party payment provider
The method used to integrate third party providers with the Shopify platform is being updated to provide you with continuous service. If you’re using a third party payment provider and haven't 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 doesn't offer an updated integration, then you must select a new payment provider.
On this page
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.
Third-party provider resources
Update a payment provider as your primary gateway
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:
- From the banner or notification in your Shopify admin, click Update.
- On the payment gateway page, click Install.
- On the payment gateway settings page, click Manage Account.
- Follow the instructions on your third party payment provider's 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.
Reactivate Shop Pay on your primary gateway
If Shop Pay is active on your old payment integration, then you must reactivate Shop Pay in your Shopify admin, after you update your payment gateway.
Steps:
From your Shopify admin, go to Settings > Payments.
On your payment provider, click Manage.
Activate Shop Pay.
Click Save.
Updating PayPal credit card gateways
If you’re currently using any of PayPal Payflow Pro, PayPal Payments Pro (US), PayPal Website Payments Pro (UK), or PayPal Website Payments Pro (CA) gateways, then you must update to the new Braintree payments app.
Updating PayPal credit card gateways with PayPal Express Checkout activated
If you have PayPal Express Checkout activated within PayPal Payflow Pro, PayPal Payments Pro (US), PayPal Website Payments Pro (UK), or PayPal Website Payments Pro (CA) gateways, then you must also activate PayPal Express Checkout in the Additional payment methods section of your Shopify admin, after you update to the Braintree payments app. For more information, refer to setting up PayPal.
Update a payment provider as your secondary gateway
If you're currently using Stripe, Authorize.net, or Braintree as a secondary payment gateway for existing legacy subscriptions, then you must also update to the new payments app for those providers as secondary gateways. 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:
From your Shopify admin, go to Settings > Payments.
From the banner or notification, click Update.
On the payment gateway page, click Install, and then click Activate.
Follow the instructions on your third party payment provider's site to complete the installation.
If you update your payment provider successfully, then the banner stating that you must update your payment provider no longer displays in your Shopify admin. If the banner remains in 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.
Reconcile 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.
Considerations when reconciling orders in your payment provider account
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 by using the payment ID, as this is the only unique identifier sent to your Shopify admin from your payment provider.
- Authorization keys are available only in your third party payment provider account: The authorization key isn't 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 and expired payment status
When processing payments through a third party provider, you might encounter payment statuses that require your attention. Understanding the following statuses helps you manage orders and communicate with customers effectively:
- 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.
Find a payment ID in your Shopify admin
You can find the payment ID of an order in the order timeline under Payment ID and Information from the gateway.
Steps:
- From your Shopify admin, go to Orders.
- Click the order that you want to find the payment ID for.
- In the order timeline, locate the Payment was processed section.
- In the Information from the gateway subsection, find the payment ID.