Edit

Create and Set up a Shopify Account

  • Article

If you're considering whether to use Shopify as your e-Commerce solution and need a Shopify account to validate integrated workflow, you have the following options:

  • Get a trial version. This is the typical starting point for end-users.
  • Create development stores. This approach is for partners who do recurring demos, trainings, and provide support.

Trial (End-User)

Go to the Shopify website and use your email account for the administrator account to sign up for a free trial. Learn more about how to create and personalize your online store at the Shopify Help Center.

In the Shopify Admin of the created shop, apply the following Settings:

  • Select a plan in the Plan settings to be able test the checkout process.

  • Consider enabling the Show login link in the header of onilne store and checkout in the Accounts in online store and checkout section of the Customer accounts settings in your Shopify admin.

  • Consider selecting New customer account in the Accounts in online store and checkout section of the Customer accounts settings.

  • Consider enabling Self-serve returns in the New customer accounts section of the Customer accounts settings.

  • Activate test payments. You have two options. Start by going to Payments settings:

    1. (for testing) Bogus Gateway. For more information, see Activate Bogus Gateway for testing.
    2. Shopify payments in test mode. For more information, see Testing Shopify Payments.

  • Deactivate Automatically archive the order in the Order Processing section of the Checkout settings in your Shopify admin.

  • Consider selecting the Company name - Optional option in the Customer information section of the checkout settings.

  • Enable the Show tipping options at checkout option in the Tipping section of the checkout settings, if you plan to demonstrate tipping.

Important

To avoid payments, remember to cancel your Shopify trial.

Development store

Begin by joining the Shopify Partner Program. Afterwards, use the Partner Dashboard to create the development store. Learn more at Creating development stores.

After creating the store, in the Shopify Admin of the created shop, apply the following Settings:

  • Consider enabling the Show login link in the header of onilne store and checkout in the Accounts in online store and checkout section of the Customer accounts settings in your Shopify admin.

  • Consider selecting New customer account in the Accounts in online store and checkout section of the Customer accounts settings.

  • Consider enabling Self-serve returns in the New customer accounts section of the Customer accounts settings.

  • Activate test payments. You have two options. Start by navigating to Payments settings:

    1. (for testing) Bogus Gateway. For more information, see Activate Bogus Gateway for testing.
    2. Shopify payments in test mode. Learn more at Testing Shopify Payments.

  • Deactivate Automatically archive the order in the Order Processing section of the Checkout settings in your Shopify admin.

  • Consider selecting the Company name - Optional option in the Customer information section of the checkout settings.

  • If you plan to demonstrate tipping, enable the Show tipping options at checkout option in the Tipping section of the checkout settings.

Note

Development stores are usually password protected. When you try to open a specific page in your online store from Business Central, for example to go to a specific product or order, you'll need to enter your password. While you're testing, to avoid having to enter your password, sign in to your Shopify admin and open your store from there. You won't need to enter the store password until you close your browser or your session expires.

See Also

Get Started with the Shopify Connector
Walkthrough: Setting Up and Using Shopify Connector