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Setup guide

Everything you do in Shopify admin to get payment QR codes into your order e‑mails. Plan about ten minutes, or let us do it for you.

Before you start

You need a Scanay account (start the free trial) and a Shopify staff account that may manage apps and settings, usually the store owner.

Check the exact name of your bank transfer payment method: in Shopify admin open Settings, then Payments, and look under Manual payment methods. Shopify's built-in one is called "Bank Deposit". Scanay only adds codes to orders paid with the methods you name.

Connect with plain webhooks

No app at all. Shopify sends the order notifications to Scanay, and Scanay has no access to your store.

  1. In Scanay open Store connection, choose Use plain webhooks and enter your store address. Scanay now shows four webhook addresses.
  2. In Shopify admin open Settings, then Notifications, then Webhooks.
  3. Click Create webhook four times, once for each event: Order creation, Order update, Order cancellation and Order deletion. For each one set Format to JSON, paste the matching address from Scanay, and set Webhook API version to the latest version in the list.
  4. Below the webhook list Shopify shows "Your webhooks will be signed with …" and a long key. Copy only the key.
  5. Paste the key into Scanay and click Connect my store.

Or: connect with your own app

You create a small app that only your store uses. It can read orders and nothing else, and Scanay registers the order notifications for you.

  1. In Shopify admin open Settings, then Apps, then Develop apps, and choose Build apps in Dev Dashboard.
  2. Create an app and name it "Scanay".
  3. Create a version of the app. Under access scopes enter read_orders and nothing else. Leave the other fields as Shopify fills them, then release the version.
  4. Install the app on your store from the app's overview page.
  5. Open the app's Settings in the Dev Dashboard and copy the Client ID and the Client secret.
  6. In Scanay, open Store connection, choose to connect with your own app, and paste your store address and the two keys.

Scanay checks the keys, reads your store's name and currency, and subscribes to four order events: creation, update, cancellation and deletion.

Shopify renames these screens now and then. If a label looks different, the steps inside the Scanay app are kept current, or write to [email protected].

Or: we connect it for you

Free, and included in the subscription. Send us two things from the Scanay app and we take it from there.

Your store address

The name ending in .myshopify.com, for example kavarna-lipa.myshopify.com. Find it under Settings, then Domains. It also appears in the address bar of Shopify admin, after admin.shopify.com/store/.

Your collaborator request code

Open Settings, then Users and permissions, and scroll to Collaborators. The four-digit collaborator request code is shown there. If requests are switched off, choose "Only people with a collaborator request code" first.

What happens next

  1. We send a collaborator request from our Shopify partner account. It asks to view orders, to install apps, and for notification settings, so we can paste the snippet.
  2. You get an e-mail from Shopify and accept the request in Shopify admin.
  3. We create and install the app, connect it to your Scanay account, and fill in your bank details with you.
  4. We paste the snippet and send a test order. You get an e-mail from us when it is done, and you can remove our access in the same Collaborators screen.

Bank details

In Scanay open Countries & bank details. For each country you ship to, enter the account the customer should pay into and switch the country on. Each country uses its own banking standard: UPN QR in Slovenia, HUB3 in Croatia, QR Platba in Czechia, PAY by square in Slovakia, the ZBP code in Poland, the MNB QR in Hungary and the EPC QR in the euro countries. The preview shows the exact code a customer would get.

Paste the snippet

Scanay writes the snippet for your settings under E-mail snippet. Copy it, then in Shopify admin:

  1. Open Settings, then Notifications, then Customer notifications.
  2. Open Order confirmation and choose Edit code.
  3. Paste the snippet where the payment instructions should appear, for example below the order summary, and save.
  4. Do the same for Order edited and Order invoice.
  5. If your store sends e-mails in more than one language, paste it into every language version.

When you change bank details later, Scanay tells you if the snippet changed and needs pasting again. Rather not edit e-mail code? Ask for help in the app and we paste it for you.

Test it

Place a test order with your bank transfer payment method and a shipping address in a country you switched on. Open the confirmation e-mail on your computer and scan the code with your phone's banking app. You should see your account, the order total and the order number as reference.

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