Shopify dashboard
Products
Ensure Cashfree is added as Sales Channel for all your products in Shopify.- Navigate to Products > All in your Shopify store admin.
- Select all the products and click Include in sales channels.
- Select Cashfree-OCC- sales channel and click Include products to save.
Taxes
Ensure Inclusive Taxes is set up since Cashfree Checkout is compatible with this setting.- Navigate to Settings > Taxes and duties in your Shopify store admin.
- Scroll to Global settings and select the Include sales tax in product price and shipping rate check box. Click Save.
Cashfree dashboard
Payments
- Verify Online Payments are set up for your account.
- Check that the Online Payment Gateway is activated. Note that Payment Gateway is shown in Products Activated section on Merchant Dashboard.
- Check that online payment methods like UPI and Cards are activated on Payment Methods settings page.
COD and RTO
- Verify COD is set up for your account.
- Configure COD (or Partial COD) rules. Click here to understand COD management.
- Set up RTO Intelligence and COD configurations to manage RTO. Click here to understand RTO tools.
You can configure COD and set up RTO rules on Merchant Dashboard.
Ads and analytics tracking
To maintain accurate ROAS, Conversion metrics and performance, ensure your ads and analytics setup is complete. Your ROAS and Conversion metrics will drop if this isn’t set up correctly.-
Configure Meta Pixel tracking to get Checkout and Conversion events.
- Know more about the setup here:External Analytics OCC.
- You can set up analytics tracking on the Merchant Dashboard.
If “Facebook and Instagram” sales channel is activated in your Shopify store, ensure the Purchase event is disabled in Cashfree during the Meta Pixel Analytics setup. -
Configure Google Analytics (GA4) tracking to get Checkout and Conversion events.
- Know more about the setup here: External Analytics OCC.
- You can set up analytics tracking on the Merchant Dashboard.
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Configure Google Ads conversion tracking via GA4.
- Know more about the setup here: External Analytics OCC.
Shipping and delivery
Ensure your Shipping Rates and Delivery Time is correctly configured to avoid drop-offs at the address stage.- Set up your Shipping Rules, COD Availability, and Shipping Charges to ease your delivery operations.
- Understand setup steps here
- You can set up the shipping rules on Merchant Dashboard
Shoppers are increasingly conscious of Expected Delivery Time. Ensure this is added during setup to avoid drop-offs.
Shopify Shipping Rules won’t be shown on Cashfree OCC. Set these up in Cashfree as per the above.
Discounts and offers
Ensure your Discounts & Offers are synced from Shopify or created in Cashfree to boost your customer acquisition and repeat purchases.- Setup your Shopify Discounts to be displayed on Checkout.
- For Shopify discounts to work with Cashfree Checkout, the Cashfree-OCC-* sales channel must be added. Click here to know more about Shopify discounts.
- Create Prepaid, Payment Method, and other special offers to drive conversions. You can import Shopify discounts and create Cashfree offers on the Merchant Dashboard.
Branding and customisation
Customise the checkout experience to match your brand identity.- You can customise your Brand Logo and Colors on checkout. Click here to add your Brand details.
Ensure your Brand Name is visible on Checkout. Reach out to Cashfree support for this.
Abandoned checkout recovery
Set up recovery flows to recover dropped shoppers.-
Abandoned Checkout:
- This is created and available in Shopify dashboard and no configuration required.
- Connect your Recovery Provider on Shopify to target these shoppers.
Only sessions that have reached the Payments page and dropped are created in Shopify.
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WhatsApp via Cashfree webhooks:
- Configure your WhatsApp Provider to get notified via Abandoned Checkout webhooks. Click here to know more about Abandoned Checkout webhook.
Sessions that completed the Login step (verified phone number is available) and dropped are notified via webhook.
- Configure your WhatsApp Provider to get notified via Abandoned Checkout webhooks. Click here to know more about Abandoned Checkout webhook.
Final checkout flow
- Verify and experience the final checkout flow in your Preview Theme on Shopify.
OCC analytics
- Check OCC Sales and Performance on Merchant Dashboard.
Special flow handling
Bundler apps
- Check your bundled product information and amount are correctly captured in Cart Summary and when Order is Placed via OCC.
- If your current Bundler app isn’t working, try one of these integrated and tested apps:
Sidecart apps
- Check product, amount, and discount information is correctly captured during OCC Checkout.
- OCC works with vanilla Shopify Sidecart. If your current app doesn’t work, try one of these:
International orders
- OCC doesn’t support International Orders and Currency.
- To facilitate the same, we can add a custom CTA above/below your Checkout button which redirects such shoppers to Shopify Checkout.
Gift card and store credit apps
- OCC doesn’t support Shopify or custom Gift Card and Store Credit Apps.
- Add a custom CTA above/below Checkout button to redirect shoppers to Shopify Checkout.
Loyalty and rewards apps
- OCC doesn’t support third-party Loyalty Apps.
- Add a custom CTA above/below Checkout button to redirect shoppers to Shopify Checkout.
