2022 Shopify Operating Manual

2021.04.07 Release

TapPay – Shopify Operating Manual

Document Version Control:
Date(YYYY.MM.DD)

Revision Description (Add/Modify)

VersionNo.

Author2021.04.07

Initial version

v1.0.0Stacy

2021.08.24

Add/modify merchant namev1.0.1

Phoebev1.1.0Bruce

Add instruction for checkout page in dark Mode
Add instruction for supporting checkout page in English
2022.03.01

Add instruction for installment in TWD payment
Update Shopify Payment App merchant onboarding process (Credit
Card/LINE Pay/JKO Pay)

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TapPay – Shopify Operating ManualTable of Contents
1.

PREFACE ............................................................................................................................. 32.

BEFORE YOU START ......................................................................................................... 43.

NOTICE ............................................................................................................................... 54.

HOW TO CONFIGURE SHOPIFY’S MERCHANT SETTING? ......................................... 65.

HOW TO ESTABLISH AN ACQUIRER ACCOUNT IN THE PRODUCTION ENV? ..... 166.

HOW TO CONFIGURE MGID ON TAPPAY PORTAL? ................................................. 187.

HOW TO CONFIGURE SETTING ON SHOPIFY PORTAL? .......................................... 218.

Q&A .................................................................................................................................. 33
8-1. SEARCHING FOR ABANDONED CHECKOUTS ................................................................................ 33
8-2. CHECKING CAPTURE AND REFUND ERROR ................................................................................. 34
8-3. CHECKING SHOPIFY ORDERS ON TAPPAY PORTAL ...................................................................... 36
8-4. ORDER RECONCILIATION ............................................................................................................ 37

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1. Preface
Welcome to use TapPay!
This document will guide you through setting for TayPay and Shopify Portal step by step andinclude all common Q&A to help you with any issue you may face. If you have any further questionor advice while operating, please feel free to contact us via support@cherri.tech
We wish you a pleasant journey!

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2. Before you Start
If you attempt to use Shopify with TapPay, please complete the steps as follows:1.

【Register for TapPay Account】please click the link below
https://portal.tappaysdk.com/register2.

【Activate TapPay Account】please click the link below to complete all required steps andcheck the checkbox “Using Shopify”
https://portal.tappaysdk.com/activate

3.

Complete all the settings mentioned above and conduct one or multiple testingtransactions via Shopify.

4.

Click “Agree and Activate”. Once we approve, we will start charging accordingly.

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3. Notice
3.1. About Shopify package of TapPaylCurrently support One-time payment Taiwan dollar, US dollar payments (do not support
instalments, rewards points, Google Pay, Samsung Pay)l

Currently support VISA、MasterCard、JCB、JKO pay、LINE Pay (do not support
UnionPay card, AE card)lRemain native Shopify package to keep operations simple

3.1. Only support online credit card transactions (do not support other functions such as ATMand E-invoice)3.2. If you require both USD$ and NTD$ transactions, please apply for USD$ and NTD$acquirer accounts. For USD$ we only offer Global Payments Taiwan as the acquirer whilefor NTD$ we support all banks in general.

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4. How to Configure Shopify Merchant Setting
4.1. Create Shopify Merchant
Step1. Log in to TapPay Portal > Shopify Merchant Setting and click “Create Shopify MerchantSetting”.

Column Description
Shopify Shared Secret / Shopify Account ID

These two are unique to every Shopify merchant and will be
used while configuring Shopify’s setting (mentioned in 7.
How to configure Setting on Shopify Portal).

MGID Name

It is unique to every Shopify merchant and will be used while
configuring MGID (mentioned in 6. How to configure MGID
on TapPay Portal).

Merchant Name

Self-defined. (restriction: 60 characters, Chinese and English
are allowed + numbers.)
Default : Legal Company Name
Please input a space if you don’t want to show the name.

Setting

Select if this merchant needs 3D Secure payments.
*If you need to turn on 3D Secure, you need to make sure allof your acquirer accounts support 3D secure.

Amount Calculation Method

Only support TWD$ transactions, there are 4 methods as
below:DISABLEIf you fill in “point”, the transaction
will fail.

ROUND_OFF
ROUND_UPROUND_DOWNTAPPAY

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Logo

Logo is optional, please upload if needed.
(restriction: .png/.jpg, file size 500k)

Description

Step2. Please complete all required fields and click “Submit”.
*We can only accept one logo. (If you upload twice, the first one will be replaced.)*If you want to remove the logo, please click “Remove File” on the right side.

Step3. You will see a new-established Shopify Merchant Setting in the list.

Step4. If you want to edit or delete the setting, please click the “edit” or “delete” button on theright side of the list.
* If you need to edit 3D secure setting, please make sure that the setting corresponds to MGIDTAPPAY

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setting (mentioned in 6. How to configure MGID on TapPay Portal) to avoid transaction
failure.

4.2. Enable dark mode in checkout Page
The background color on checkout page is white by default. If you would like to use darkmode, please follow procedures below.

Step1. Follow Create Shopify Merchant procedure to edit Shopify Merchant Setting
Step2. Click “Enable Dark Mode” and Click “Submit” to save the change

Step3. Go to Shopify merchant to make a transaction and see if checkout page is displayed in darkmode

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TapPay – Shopify Operating ManualWhite mode:

Dark mode:

4.3. Enable English mode in checkout Page
The language on checkout page is both Chinese/English by default. If you would like touse English mode only, please follow procedures below.

Step1. Follow Create Shopify Merchant procedure to edit Shopify Merchant Setting
Step2. Click “Enable English Mode” and Click “Submit” to save the change
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Step3. Go to Shopify merchant to manage a transaction and see if checkout page is displayed inEnglish mode

English mode:

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4.4. How to Enable Instalment for TWD
Step1. Complete Create Shopify Merchant process and obtain the MGID (Refer to 6. How to
configure MGID on TapPay Portal)
Step2-1. Merchant Setting > MGID Setting, click “Create MGID”. If you have done the MGID
Setting, please skip this step and go to Step2-2.

Step2-2. Merchant Setting > MGID Setting, click “Create MGID”, click “Create Payment Setting”

Step3. Payment method choose “Direct Pay”, Choose “3D”or “Non 3D”, choose type
“INSTALMENT”, select on us merchant, confirm the setting is done, and click “Submit”

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Step4. The newly created Shopify Merchant can be found in setting page.
Step5. Go to Shopify Merchant Setting, edit the Shopify Merchant you would like to enableinstalment

Step6. Check “Enable Instalment”, then select the periods you would like to enable for eachacquirer. After setting periods, click Submit to save.
Please make sure that your instalment setting is the same with the acquirer account from the bank
you applied, if not, transaction will be failed.

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Step7. Make a sandbox transaction from your Shopify Store, if the Instalments checkbox is present
then you have successfully configured instalment.

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Step8. Fill out the credit card fields and select an instalment option, you can find that transaction
from the TapPay Portal.

Note:•The newly created Shopify Merchant does not have the MGID set, so the option to enableinstalment is not available.

•The MGID is required for enabling instalment.

•Make sure that the acquirer bank accounts you applied which support instalment is set inthe onus merchant to ensure successful transaction.

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TapPay – Shopify Operating Manual•

Both sandbox and production environment have independent Instalment and MGID
setting needed to be correctly set.

•The instalment settings that screenshot above shown are:oOnus acquirer:§oTaishin Bank with 3, 6 and 9 periods instalments

Backup acquirer:§NCCC includes Cathay United Bank with 3, 9, 12, 24 and 36 periods
instalments and Mega International Commercial Bank with 6, 10, 18 and30 periods instalments•All the acquirer banks support instalment that TapPay supported can be found at TapPay
Official Website > HELP (Link)•Instalments and the amount of each payment cannot be found at Shopify Admin, pleaserefer to Capture, Refund and Transaction Report > Transaction from TapPay Portal.

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5. How to Establish an Acquirer Account in the Production Env?
Step0. Apply for an acquirer account at the bank
Step1. Go to Merchant > Merchant Setting and select “production environment”. Click “CreateNew Merchant”.

Step2. Select your connected acquirer and fill in required information according to your banksettings. (For example, if you have applied for 3D Secure, please check “Enable 3D Secure”) Click“submit” when it is completed. (Below we choose CTBC bank as an example.)

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Step3. When the acquirer account is successfully created, you will see it in the list below.

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6. How to configure MGID on TapPay Portal?
Step1. Go to Merchant > Merchant Setting > Sandbox, and find below acquirer accounts fortesting (will be used for Step5.) :Payment Method

Merchant IDAcquirer AccountNon-3D verified transaction(partner_account)_CTBC3168

LINE Pay(partner_account)_LINEPAY1540179966

JKOPay(partner_account)_JKOPAY

c9ff1d44-5c63-11ea-9ebc-

3D verification transaction
Apple Pay0050568403ed

Step2. Go to Shopify Setting page, please copy “MGID name”. (will be used for Step4.)

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Step3. Go to Merchant > MGID Setting > Sandbox, click “Create MGID”.

Step4. Please paste the MGID name (found in Step2.) and click “Next”.
*MGID name should be identical to the one on Shopify Setting page. (if different, it will lead totransaction failure)

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Step5. According to your supported payment methods, please use the acquirer accounts fortesting (found in Step1.) and set up configuration as below:
Payment

3D/MethodNon-3D

Direct Pay

3DStandard/Redeem/Instalment

Backup Acquirer AccountStandardAcquirer Account 3168

Non-3D

Acquirer Account 3168

Apple Pay

Non-3D

Acquirer Account 3168

LINE Pay

Non-3D

Acquirer Account 1540179966

JKOPAY

Non-3D

Acquirer Accountc9ff1d44-5c63-11ea-9ebc0050568403ed

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TapPay – Shopify Operating Manual

7. How to configure Setting on Shopify Portal?
【Credit Card】
Step1. Log in to Shopify Admin, click “Apps”, then click “Customize your store”.

Step2. You will be redirected to Shopify App Store, fill-in “TapPay” in search bar, or using the direct
link below to install:(https://apps.shopify.com/tappay)

Step3. Select TapPay from the search result

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Step4. Click Add app

Step5. Click Install TapPay

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Step6. Follow the instructions on the page and login with your TapPay account, second, select aShopify Merchant you would like to install the Payments App, finally, click Next to proceed.

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Step7. Confirm your Payments App setting, if correctly set, click Connect to proceed on Shopify.

Step8. Check Enable test mode then click Activate TapPay. Next, make a test transaction from your Shopify
Store to make sure all the configurations were correctly set, then you can disable test mode and the installationis complete.

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TapPay – Shopify Operating Manual【LINE Pay】
Step1. Log in to Shopify Admin, click “Apps”, then click “Customize your store”.

Step2. You will be redirected to Shopify App Store, fill-in “LINE Pay” in search bar

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Step3. Select LINE Pay from the search result

Step4. Click Add app

Step5. Click Install LINE Pay

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Step6. Follow the instructions on the page and login with your TapPay account, second, select aShopify Merchant you would like to install the Payments App, finally, click Next to proceed.

Step7. Confirm your Payments App setting, if correctly set, click Connect to proceed on Shopify.

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Step8. Check Enable test mode then click Activate LINE Pay. Next, make a test transaction from your Shopify
Store to make sure all the configurations were correctly set, then you can disable test mode and the installationis complete.

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TapPay – Shopify Operating Manual【JKOPay】
Step1. Log in to Shopify Admin, click “Apps”, then click “Customize your store”.

Step2. You will be redirected to Shopify App Store, fill-in “JKO Pay” in search bar

Step3. Select JKO Pay from the search result

Step4. Click Add app

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Step5. Click Install JKO Pay

Step6. Follow the instructions on the page and login with your TapPay account, second, select a
Shopify Merchant you would like to install the Payments App, finally, click Next to proceed.

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Step7. Confirm your Payments App setting, if correctly set, click Connect to proceed on Shopify.

Step8. Check Enable test mode then click Activate LINE Pay. Next, make a test transaction from your Shopify
Store to make sure all the configurations were correctly set, then you can disable test mode and the installationis complete.

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8. Q&A
8-1. Searching for Abandoned checkouts
1.

Please enter Shopify backstage, click “Orders > Abandoned Checkouts”, you will see the ordernumbers as below.

2.

Log in to TapPay backstage, click [Capture, Refund and Transaction Report > Transaction].
Click [Advanced Search] and fill in Order Number(order_number), and then execute search tosee the status and result.

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8-2. Checking Capture and Refund Error
1.

Log in to Shopify backstage, then click [Orders > Orders]. Select the order you would like tocheck.

2.

Scroll down to Timeline and click the red part shown as below.

3.

Click “Information from the gateway “

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4.

Please screenshot the information below and provide it for TapPay.

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TapPay – Shopify Operating Manual8-3. Checking Shopify orders on TapPay Portal
1.

Log in to Shopify backstage, click Orders > Orders. Select the order you would like to check.

2.

Scroll to Timeline and find the “checkout no.”3.

Log in to TapPay Portal, go to Capture,Refund and Transaction Report > Transaction. Click“Advanced Search” and fill in “checkout no.” into “Order Number” and click Search. You can
see the status and details of this order.

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8-4. Order Reconciliation1.

Log in to Shopify backstage, click Orders > Orders, and then click “Export” at the upper rightcorner. You will get a csv file.

2.

Open the file and see “Payment Reference”
2-1 the prefix “C” is automatically generated by Shopify
2-2 the last two characters “.2” means that this transaction has been executed twice and thesecond time it is paid successfully.
2-3 the remaining number: 15436028182603 (exclude “c” and “.2”) is the checkout no. of theorder

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TapPay – Shopify Operating Manual3.

For reconciliation purpose, you can refer Shopify’s [checkout no.] to TapPay’s [order number ]to check the accounts.

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