Getting started

With a few simple steps, you can connect Toggle with Shopify. This will allow you to start offering your customers the option to redeem their gift cards against purchases made on your Shopify store.

How to connect Toggle to Shopify

In Shopify…

1 - Head to your Shopify dashboard and to Apps > Manage Private Apps.

2 - If this is the first Private App you have enabled, you may need to turn this feature on in Shopify, like this:

3 - Once ready, click to create a new private app:

4 - Enter “Toggle” for the app name and your own email address:

5 - You need to give the app three “permissions” like this:

Set these as follows:

Discounts

Read and write

Orders

Read

Price rules

Read and write

6 - Leave all other settings as they are, and click Save and then Create app

7 - You’ll now be shown the connection details that you’ll need to copy and paste over into Toggle. Keep these details to hand for the next steps:

In Toggle…

Once you’ve got your API connection details in Shopify, you can head over to your Toggle dashboard to Integrations > Shopify.

1 - Click to Connect with Shopify

2 - Copy across the API key, Password and Shared Secret into the relevant fields in Toggle, plus enter your Shopify domain, as shown below:

3 - Click the Confirm button. Toggle will check the connection is working and then show a message to let you know that everything is good to go:

Using the integration to allow redemption of gift cards

Now you’ve connected Toggle and Shopify, it’s time to configure which products can be redeemed on Shopify.

On each product page, you’ll see a new option to Allow redemption on Shopify:

(Gift Cards and Experiences only)

This allows you to selectively choose which products can and can’t be redeemed on Shopify.

When you turn this option on:

  • If cards created for this Product will subsequently have a copy of the code sent to Shopify as a Discount Code:

  • Additionally, if you choose the option to update existing orders when you edit an existing product, any previously created/purchased cards associated with this product will also be sent to Shopify. Bear in mind that if there are a lot of gift cards already in existence, this can take several hours.

When you turn this option off:

  • If you choose the option to update existing orders, any gift cards that were previously sent to Shopify will be removed. Again, this can take several hours if there are a lot of cards to re-sync.

How a customer redeems on Shopify

To redeem a Toggle gift card, a customer will be presented an option on Shopify to enter a discount or gift card code when they are checking out, like this;

Shopify will always attempt to redeem the maximum amount of the gift card. If the order is less than the value of the gift card, the remaining balance will remain on the gift card as usual.

The gift card payment will show like this within Shopify’s dashboard order screen:

And within Toggle, you’ll see the redemption stored against the gift card history:

Redemptions

When a card is redeemed in Shopify, the balance in Toggle will automatically be reduced. The copy of the card in Shopify will also be marked as redeemed and updated with the new balance.

Similarly, if a card is redeemed on one of your other channels (e.g. in-venue or via the Toggle dashboard), the copy of the card in Shopify will also be updated to match the new balance.

Things to note...

Making changes to Toggle codes within Shopify

You should avoid editing Toggle codes within Shopify’s Discounts interface, as Toggle may overwrite your changes during a sync.

Cancelled orders in Shopify

At the time of writing, if a gift is used against an order in Shopify and that order is subsequently cancelled, you will need to manually add the balance of the redemption back onto the card in Toggle using the Balance Adjustment facility as this will not happen automatically.

Accounting for VAT

Toggle codes are treated as discounts in Shopify, so you will need to account for VAT at the point of sale as a Single Purpose Voucher (read more about VAT rules on gift cards here >)

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