This guide outlines the steps to onboard and activate One Click Checkout (OCC) for Shopify merchants using Cashfree Payments.

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Prerequisites

Before proceeding with the installation, complete the following steps:
  • Fill out the support form or contact your account manager
  • Create and share the collaborator request code by following these steps:
    1. Sign in to your Shopify store using your admin credentials.
    2. Navigate to Settings > Users and permissions.
    3. Scroll down to the Collaborators section and copy the collaborator request code.
    4. Share your Shopify store URL.
  • Within 48 hours, Cashfree will send you an app installation link, dashboard details, and setup instructions via your registered email ID.

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Installation

To install the OCC app on Shopify:
  1. Click the installation link and log in to Shopify to complete the installation.
  2. Shopify will redirect you to the merchant dashboard to finalize the installation.
  3. To confirm the installation, check the installed apps in Shopify. The app should be listed as cashfree-occ-<brand>.
  4. You can now access your One Click Checkout dashboard.

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Configure theme

Follow these steps to configure checkout on Shopify:
  1. Sign in to Shopify using your credentials.
  2. Navigate to Sales Channel > Online Store > Themes.
  3. Select the ellipsis (⋮) next to the live theme, then select Duplicate to create a copy.
  4. Select the ellipsis (⋮) next to the duplicated theme, then select Edit code.
  5. Search for and open the theme.liquid file.
  6. Add the following code before the </head> tag: 
    {% render 'cashfree' %}
  7. Select the ellipsis (⋮) next to the duplicated theme, then select Preview. Review and confirm the checkout.
  8. Click Publish to set the updated theme as live.