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Shopify

If you are building a FinTech experience for users that collect payments via popular commerce platforms, then Hurdlr's Shopify integration might be a game changer for your users. The Hurdlr API allows you to connect your own Shopify Partner account, so that you own the relationship with Shopify.

1. How it works

Hurdlr's Income Streams API makes it easy for your team to provide income tracking functionality to your users from many different data sources. This multitude of income streams can become unwieldy when there is overlap between the income sources.

For example, if your user is a Shopify seller who also collects payments outside of Shopify (e.g. directly into their bank account), then your user will want to have Shopify and their bank account linked to your platform. But, when Shopify disburses the income (less its processing fees) into the user's bank account, the result could double count the user's income.

Rest assured, the Hurdlr API takes care of all of the above for you, and your development team will not need to do any Shopify-specific development. Specifically, in the above scenario, the Hurdlr API will:

a) automatically pull in the user's Shopify data

b) create business income records for the top-line income that was earned

c) create business expense records for Shopify's processing fees

d) reconcile transactions that come into the bank against the data from Shopify, resulting in bank transfer records (as opposed to double counting income, making 1099 reconciliation a breeze).

2. Getting started

If you haven't already done so, you should create a Shopify Partner account for your company.

3. Complete Shopify App setup

Once you have created a Shopify Partner account, in the Partners dashboard, click on "Apps" on the left navigation pane, then click on "Create app".

You will be taken into the "App setup" screen where you will be prompted to enter company-specific info, including uploading your App icon. In the URLs section, under "Allowed redirection URL(s)", you should add https://redirect.sandbox.hurdlr.com/oAuth/partner/YOUR_HURDLR_CLIENT_ID/shopify/ and https://redirect.prod.hurdlr.com/oAuth/partner/YOUR_HURDLR_CLIENT_ID/shopify/.

4. Securely share your Shopify keys

If you scroll down to the "App credentials" section, you will see API key and API secret key fields. Contact us directly at [email protected] for instructions on how to securely share these two keys.

5. List your app on the Shopify App Store (optional)

While completing the previous steps are enough to quickly launch your Shopify integration, if you intend to list your app on the Shopify App Store, you will need to implement an OAuth Registration endpoint. When a prospective user finds your app on the Shopify App Store, they will be able to install your app for the first time, which will automatically register them for your app without them needing to manually fill out any info.

  1. When the user installs your app from the Shopify App Store, the Hurdlr API will POST relevant user information to the OAuth Registration URL of your choosing.
  2. Upon receiving this user information, your server should parse the user information and determine whether the user has already created an account with your app.
  3. If the user already has an account, you can simply respond to the POST request with the redirect_uri representing where the user should be routed.
  4. If the user hasn't created an account yet, you should create an account for the user using the information provided in the POST body. You will also want to register the user with the Hurdlr API.
  5. Once done, you should respond to the POST request with the Hurdlr access_token and the redirect_uri representing where the user should be routed once the Shopify App Store registration flow is complete.

6. Next steps

It's as simple as that! Now your customers will be able to receive income (and expenses for processing fees) from Shopify, directly into the Hurdlr API. If you have not already implemented the Hurdlr Income Streams API nor embedded the Income Dashboard into your product, that is a great next step.

Updated 3 months ago