• This is a step-by-step tutorial on how to integrate Pinwheel for Shopify
• You will need a Username & Password for an active Pinwheel account to continue
  • If you have not signed up for Pinwheel, please do so here

Integrating Pinwheel For Shopify

• Login to Shopify
• In the bottom left, click Settings

 

 

 

• Click on the Payments tab

 

 

 

• Under the “Additional/Supported payment methods” section, click the Add payment methods button

 

 

 

• Click on Search by provider

 

 

 

• Type in Pinwheel in to the search and then click Activate
  • If Pinwheel does not load, you may use this link

 

 

 

• Click Connect
  • (This may sometimes say Manage instead)

 

 

 

• Click Install app

 

 

 

• Click Enable Pinwheel Payment Provider

 

• Fill in your Pinwheel username and password then click Login
  • If you have forgotten your password, you may use the Pinwheel Forgot Password feature
  • If you continue to have issues, please reach out at [email protected]

 

 

• Check the Cards that you are approved to transact with per your Processing Account
  • (Selecting or deselecting these flags will not affect which cards you can accept)
• NOTE: “Test mode” will not work. Transactions will process even if on Test mode
• Click Activate Pinwheel

 

 

• Navigate back to your Payments tab
• You will see Pinwheel under the Additional/Supported payment methods section

• You are now ready to accept payments!
• If you require any assistance please reach out to [email protected]

 

Payment Capture

• Please ensure that Payment Capture in Shopify is set to Automatic
• Shopify > Settings > Payments > Payment Capture > Manage >  set to Automatic

 

Tips & Recommendations

• You can customize your Hosted Payment Page
• For manual transactions, Pinwheel has a Virtual Terminal
• General guides on how to use Pinwheel
• We recommend setting the customer Phone Number field to mandatory within Shopify.
  • This will help with chargeback disputes with your processor.