> ## Documentation Index
> Fetch the complete documentation index at: https://docs.paysight.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Shopify Store Onboarding

> Set up a Shopify store in Paysight, connect DNS, configure checkout basics, and link Shopify checkout.

<img src="https://mintcdn.com/paysight/N-VR3otE-jwc0efn/images/shopify-logo.svg?fit=max&auto=format&n=N-VR3otE-jwc0efn&q=85&s=0e8aa4cc26b53d458f39d16651f5319f" alt="" width="700" height="320" data-path="images/shopify-logo.svg" />

# Shopify Store Onboarding

Use Shopify Store Onboarding to create a new Shopify checkout in Paysight and move it from request to live checkout routing.

<Info>
  This guide covers the guided Store V2 onboarding flow. For the shorter integration overview, see [Connecting Paysight to Shopify](/guides/shopify-setup).
</Info>

## Before you start

Have these details ready before you begin:

<CardGroup cols={2}>
  <Card title="Shopify access" icon="store">
    You need the Shopify store URL and the four-digit Shopify collaborator request code.
  </Card>

  <Card title="Domain access" icon="globe">
    You need access to the DNS provider for the checkout domain or someone who can add DNS records.
  </Card>

  <Card title="Brand details" icon="palette">
    Prepare the customer-facing store name, website, logo, color, and support contact details.
  </Card>

  <Card title="Checkout setup" icon="credit-card">
    Confirm subscription, product, payment profile, shipping, card, wallet, and 3DS requirements.
  </Card>

  <Card title="Shipping product" icon="truck">
    If the store charges shipping, create a dedicated Shopify product for shipping and sync it back to Paysight before configuring checkout shipping.
  </Card>
</CardGroup>

<Tip>
  Onboarding is resumable. If a step depends on Paysight review, DNS propagation, or Shopify access, return to the Onboarding tab later and select the store to continue.
</Tip>

## Start onboarding

<Steps>
  <Step title="Open Shopify Stores">
    In Paysight, go to **Shopify Stores** and select **Add store**.

    If you already started onboarding, open the **Onboarding** tab and resume the pending store instead.
  </Step>

  <Step title="Submit the store request">
    Enter the store name, Shopify store URL, and Shopify collaborator code.

    Paysight uses this information to request collaborator access and prepare the store record.
  </Step>

  <Step title="Create or select the brand">
    Add the brand details used by checkout, including the brand name and domain.

    The brand connects the Shopify store to the customer-facing checkout identity.
  </Step>

  <Step title="Configure DNS">
    Enter the checkout subdomain and root domain, then add the DNS records shown in Paysight.

    DNS verification may take time. You can continue other setup work while records propagate.
  </Step>

  <Step title="Set up subscription and product">
    Choose a subscription setup or use a no-subscription configuration, then create the product payment profile for the store.

    This ties checkout submissions to the correct Paysight product and payment routing.
  </Step>

  <Step title="Add brand and checkout basics">
    Add the checkout logo, brand color, support email, support phone, support URL, default country, footer links, and checkout labels.

    These settings control what customers see during checkout and after purchase.
  </Step>

  <Step title="Configure payments">
    Choose card checkout behavior, supported card brands, express wallet defaults, and 3DS options.

    Leave uncertain payment settings unchanged and confirm requirements with your Paysight account manager.
  </Step>

  <Step title="Link Shopify checkout">
    Confirm Shopify collaborator access, app setup, checkout script installation, and redirect testing.

    When setup is complete, Paysight can confirm that Shopify checkout routes to the Paysight checkout.
  </Step>
</Steps>

## Onboarding statuses

<Tabs>
  <Tab title="You can continue">
    Complete any available step shown in the onboarding flow. Optional checkout settings can be skipped and edited later in the Shopify Store Editor.
  </Tab>

  <Tab title="Waiting on DNS">
    DNS records must be saved in your domain provider and verified before checkout can be linked. Propagation can take time depending on the DNS provider.
  </Tab>

  <Tab title="Waiting on Shopify">
    Paysight may need collaborator access approved, a Shopify app installed, or checkout script setup before the final Shopify link can be confirmed.
  </Tab>
</Tabs>

## What each step changes

<AccordionGroup>
  <Accordion title="Store request">
    Captures the store name, Shopify URL, and collaborator code so Paysight can prepare access and create the onboarding record.
  </Accordion>

  <Accordion title="Brand">
    Creates the brand and domain record used by the checkout. This is the identity customers see on the checkout page.
  </Accordion>

  <Accordion title="DNS">
    Saves the checkout domain and DNS records, then verifies the records needed to serve checkout securely.
  </Accordion>

  <Accordion title="Subscription">
    Configures the subscription model used by checkout, or a no-subscription path when the store does not sell subscriptions.
  </Accordion>

  <Accordion title="Product (Payment Profile)">
    Creates and associates the Paysight product/payment profile used for checkout submissions.
  </Accordion>

  <Accordion title="Brand & support">
    Sets optional customer-facing logo, color, support email, support phone, support URL, and website details.
  </Accordion>

  <Accordion title="Checkout basics">
    Sets checkout copy such as pay button text, contact/delivery/payment labels, default country, and footer links.
  </Accordion>

  <Accordion title="Payments">
    Sets optional card, wallet, supported-card, and 3DS defaults for the store.
  </Accordion>

  <Accordion title="Link Shopify checkout">
    Confirms the Shopify side is ready, verifies checkout routing, and completes onboarding.
  </Accordion>
</AccordionGroup>

<Warning>
  Do not share Shopify API tokens, private app secrets, or DNS provider credentials in plain text. Your Paysight account manager will tell you the secure handoff method when access is required.
</Warning>

## After onboarding

Once onboarding is complete, open the active store from **Shopify Stores** and select **Edit Checkout** to manage checkout settings in the [Shopify Store Editor](/guides/shopify-store-editor).

If the store uses shipping, configure Shipping V2 in the editor after the Shopify shipping product has been created and synced into Paysight.

## Troubleshooting

<AccordionGroup>
  <Accordion title="I cannot continue to the next step">
    Required previous steps must be completed before later steps unlock. Some steps also depend on DNS verification or Shopify access being accepted.
  </Accordion>

  <Accordion title="DNS has not verified yet">
    Confirm the DNS records match exactly, then wait for propagation. If the records are correct but still not verified, contact your Paysight account manager.
  </Accordion>

  <Accordion title="Checkout does not redirect from Shopify">
    Confirm the checkout script is installed in the active Shopify theme and that Paysight has confirmed the Shopify link step.
  </Accordion>

  <Accordion title="I need to change checkout copy or payments later">
    Complete onboarding first, then update those settings from the Shopify Store Editor for the active store.
  </Accordion>
</AccordionGroup>