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.

1 - Head to your Shopify Settings dashboard and to Apps and Sales Channels > Developer Apps

2 - The next step is for you to build the app, select the Build apps in Dev dashboard option to start

3 - You'll be directed to the developer app portal, from here - select the Create App option

You'll need to give the app a name, Toggle is fine or something you can easily identify the app by.

4 - You'll be navigated into the App settings once created, from here - you need to provide Scope access (which restricts what parts of your Shopify account we can talk to)

You need to give the app the following “permissions”:

(you can add the below directly into the Scopes textbox, or use the Select scopes option to search and select)

read_price_rules,write_price_rules,read_gift_card_transactions,write_gift_card_transactions,read_gift_cards,write_gift_cards,read_orders

5 - Leave all other settings as they are, and click Save and then Release. You'll be asked to (optionally) add a version name / description, you can leave this blank.

6 - Staying within the Developer Portal + App you've created, goto Settings

The Client ID and Secret are needed to add into the Toggle interface, when setting up the integration. Either keep this screen open, or take note of them (securely) for use when setting up the connection in Toggle.

7 - Install your app into your web shop

On your Developer Dashboard, you should now see your created app. If you select this app

You'll have an option to 'Install App'

Select this, and you will be asked to log into your Shopify store - as confirmation to install the app.

Accept the install to finalise, and finally you should see the app listed against your store

At this point, the Toggle app is fully installed and ready for Toggle to access. You'll need to finish the remaining setup steps within 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 Client ID, Client 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:

If the connection fails, you will not be able to see the 'Connected with Shopify' message. This could be down to;

Now you’ve connected Toggle and Shopify, its 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)

When you turn this option on:

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:

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.

At the time of writing, gift cards purchased in-store can also be redeemed on Shopify BUT Toggle needs to switch this 'on' on the back-end of the system. Please let us know if you want to have in-store gift cards redeemable on Shopify so we can allow this to happen.

You should avoid editing Toggle codes within Shopify’s gift interface, as this scenario is not supported by the integration. Any adjustments to cards should be made from Toggle

If a gift is used against an order in Shopify and that order is subsequently cancelled or refunded, 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.

Any gift cards you've had imported to Toggle once the integration has been set up will be sent to Shopify, allowing any pre-existing card numbers generated outside of Toggle to be redeemed. Note that Shopify has a maximum card number length of 20 digits/characters, so if you find an imported card is not showing in Shopify, it could be because it has exceeded Shopify's maximum length.

If you have set up Shopify after going live with Toggle please note any gift cards already on your account before the integration was done will not automatically work on Shopify.

Toggle codes are treated as tender in Shopify

If a gift card is not being accepted in Shopify, make sure the Product the card is associated with is set to allow redemptions on Shopify. If it is not, the card will not be recognised in Shopify.