• This is a step-by-step tutorial on how to setup the Pinwheel Shopify 2.0 App
• You will need a Username & Password for an active Pinwheel account to continue
• Note: Our previous integration will be retired on 6/30/2022
  •  If you have our Legacy App, we will go over how to deactivate it at the end

Integrating The Pinwheel Shopify 2.0 App

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

 

 

 

• Click on the Payments tab

 

 

 

• Under the Additional 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

• The new Pinwheel 2.0 Shopify app integration is ready to go!

 

Payment Capture

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

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Deactivating The Legacy Integration

• Navigate back to the Payments tab
• You will see a Pinwheel payment method at the top of the page, click Manage

 

 

 

• Click Deactivate Pinwheel

 

 

• Click again Deactivate Pinwheel

 

 

• Navigate back to the Payments tab
• Your page will appear similar to the one below
• There will be a Pinwheel payment method under the Supported payment methods / Additional payment methods section

• You have now removed the Pinwheel Legacy Integration.

 

 

• You can double check your work by placing an item in your cart and going through your checkout
• At the Payment section, you will see a payment method option labeled Pinwheel like the image below
  • • You should not see payment method option labeled “Payment Method”

 

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.