Switch From Legacy to the Shopify 2.0 App

  • 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

 

 

 

  • 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

 

 

 

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.