Installation
This section does not apply to Shopify's Checkout Extensibility. For more information and support, contact your Project Manager. |
Important
The integration of the CrossBorder solution requires that you, the Store owner, install, enable, and configure both, the CrossBorder App and the Global-e Payment app for the solution to be functional.
Note that these applications are interdependent and cannot be implemented or used separately.
The following figure illustrates the installation of the Global-e Application for Shopify.
For details, see:
Install the CrossBorder App
Important
The Global-e CrossBorder app works in tandem with the Global-e Payments; this app cannot be implemented or used independently.
The following sections describe the steps needed to perform the initial installation and configuration of the Global-e CrossBorder Application.
To install the Global-e CrossBorder application:
Click the Global-e CrossBorder installation link.
Staging (Sandbox - Example):
Production (Example):
Run the installation on the subdomain Myshopify.com.
The installation screen opens showing the Global-e CrossBorder application icon.
Click Install app.
A screen opens showing Setup Instructions and Account Settings.
Important
AT THIS STAGE, DO NOT TOGGLE THE GLOBAL-E ENABLED BUTTON.
To set up your account and enable the CrossBorder App:
Make sure you have your Merchant ID and your Merchant GUID.
Note
If you are unable to retrieve your merchant information, contact your Global-e Customer Success Manager.
Under Account Settings, enter your account information as detailed below, then click Save.
Account Information
Description
Merchant ID
Your Merchant Account ID, as recorded on the Global-e Merchant Portal. Example: 899
Merchant GUID
The private key of your Merchant Account ID on the Global-e Merchant Portal.
Example: F978DFEB-FF8C-4EE1-BFDA-68FB1B78E217
Note: Currently, Global-e does not support multiple stores under the same Global-e Merchant GUID.
After completing your account setup:
Notify your Global-e Integration Manager that your account setup is complete.
Global-e can now prepare your merchant environment, which includes uploading your catalog, configuring shipping methods, and more.
Wait for Global-e to request that you toggle Global-e enabled. (This button is disabled by default and should only be enabled upon Global-e's confirmation).
Upon Global-e request, toggle Global-e Enabled, then click Save.
The CrossBorder app is now enabled.
Once enabled, Global-e adds the shipping zones (for countries operated by Global-e) and the carrier service to your store and adds the Global-e JavaScript on each page of your site, including on the Checkout page. See Global-e JavaScript.
The Configuration screen shows that your Global-e account configuration (Step 1) is complete. For more information on the Configuration screen, see section Install the Global-e Payments App.
Important
The CrossBorder app MUST be enabled before you can enable the Payment app.
Global-e JavaScript
Global-e adds the JavaScript files automatically to all the pages of your website by the means of the Shopify Script Tag API.
Global-e JavaScript main functionality:
Handles the replacement flow
Handles the replacement flow
Adds the marketing banner
Supports the payment flow on the checkout page.
Install the Global-e Payments App
The Global-e Payments App enables Global-e to process international payments on your behalf.
Important
The Global-e Payments App works in tandem with the Global-e CrossBorder app and cannot be implemented or used independently.
The following sections describe the steps required to perform the initial installation and configuration of the Global-e Payments.
To install Global-e Payments:
Click the Global-e Payments installation link.
Staging (sandbox):
Production (example):
Run the installation on the subdomain Myshopify.com.
The installation screen opens showing the Global-e Payment icon.
Click Install app (at the bottom of the installation screen).
The Global-e Payments App installation is complete, and the Configuration page opens.
Click Enable app to enable the Global-e Payments app.
Note that you can only perform this step if the CrossBorder app has been enabled (1), as detailed in the CrossBorder App installation and configuration section.
To Activate Global-e Payments, click Open payment gateway settings.
The Payment Methods screen opens, featuring a partial list of payments methods supported by Global-e.
Note
In the Payment Methods screen:
The checkboxes in front of the payment methods are not functional.
Selecting or clearing them has no impact on the payment methods displayed on the checkout page.
This screen features only a partial list of Payment Methods supported by Global-e.
Test mode is not available when using the Global-e Payments app in the Production store. You can only test payments in the sandbox (staging environment).
Click Activate Global-e Payment.
Activating Global-e Payments enable the Payment Methods supported by Global-e in Shopify.
The Global-e CrossBorder solution is now set. Global-e can now manage your international orders and process payments on your behalf.
Check the Installation
You can view the Global-e CrossBorder App installation listed with other apps previously installed.
To view the installation:
From your Shopify admin, go to > Apps.
A window opens with a list of all the installed apps.
Export your Catalog
Global-e uses your catalog to perform the product classification.
To export your product catalog from your Shopify Production site:
Log in to your Shopify Production site.
Go to Products.
Click Export.
The Export products dialogue box opens.
Select All products and Plain CSV file.
Click Export Products.
A CSV file containing your product catalog is downloaded.
Zip the CSV file and email it to your Global-e Project Manager and to your Global-e Team.
Migrating to Shopify Checkout Extensibility
Shopify’s new Checkout Extensibility makes it easier for Merchants to customize the Checkout using extensions and apps.
Merchants with a sandbox can choose to test out the Checkout Extensibility within the sandbox and then proceed with the migration in the live store. If you don't have a sandbox or prefer not to use it, you can migrate to the Checkout Extensibility directly in your live store.
Merchants on Shopify Plus Plan
Follow the steps below to transition to Checkout Extensibility:
Provide Global-e with the URL, password, and permissions to your sandbox and live store. If you don't have, or prefer not to use, a sandbox, provide the details only for the live store.
Global-e updates your settings and installs the on-site payment application.
Note: If requested, you may need to provide Global-e with the permissions to install the application.
After 1-2 days, when the Create Draft Checkout option becomes available:
Go to Shopify > Settings > Checkout> Checkout customization.
Click Create draft checkout.
Add your extensions to the checkout, as per the Shopify instructions: Customizing and editing your checkout
Notify Global-e that the extensions have been added so that Global-e can complete the configurations.
Go to Settings > Checkout > Customize your checkout > Draft and click Publish.
The Checkout Extensibility is now in place.
Merchants on Shopify Non-Plus Plan
Follow this process to transition to Checkout Extensibility:
Provide Global-e with the URL, password, and permissions to your sandbox and live store. If you don't have, or prefer not to use, a sandbox, provide the details only for the live store.
Global-e updates your settings and installs the on-site payment application.
Note: If requested, you may need to provide Global-e with the permissions to install the on-site payment application.
After 1-2 days, you are automatically transitioned to Checkout Extensibility, and the Global-e extensions are added.
Installation with Checkout Extensibility
The following Global-e applications are installed as part of the Shopify integration:
CrossBorder app
Offsite Payment app
Onsite Payment app
Note: These applications are interdependent and cannot be implemented or used separately.
Important
We highly recommend allowing Global- to perform the installations for you.
To have Global-e perform the installations, provide your project manager with the URL, password, and permissions to your sandbox and live store. If you don't have, or prefer not to use, a sandbox, provide the details just for the live store.
To perform the app installations yourself, follow the instructions for the relevant Shopify plan:
Shopify Plus Apps Installation
Installing the applications is a two-part process:
Install the three applications: CrossBorder App, Onsite Payment app, and Offsite Payment app.
Enable each of the applications.
It is very important to follow the precise order in which each app is installed and enabled. You also need to be in regular contact with your project manager during the process so Global-e can implement the required settings and configurations.
Step 1. Install the CrossBorder Application
Click the Global-e CrossBorder installation link.
Staging (Sandbox - Example):
Production (Example):
The installation screen opens showing the Global-e CrossBorder application icon.
Click Install app.
A screen opens showing Setup Instructions and Account Settings.
Important
AT THIS STAGE, DO NOT TOGGLE THE GLOBAL-E ENABLED BUTTON.
Exit the page.
Step 2. Install the Global-e Onsite Payment app
Click the relevant Global‑e Payments installation link, replace [shopify domain] with your Shopify domain, and run the installation.
STG (Staging) - Sandbox link:
PROD (Production) -Production link:
The Global-e Onsite Payments (INT) screen opens.
At the top of the screen, click Install.
The installation screen opens showing the Global‑e Onsite Payment icon.
At the top of the screen, click Install app.
The Global‑e Payments App installation is complete, and the Configuration page opens.
Exit the configuration page.
Step 3. Install the Global-e Offsite Payment app
Click the relevant Global‑e Payments installation link, replace [MerchantDomain] with your Shopify domain, and run the installation.
STG (Staging) - Sandbox link:
PROD (Production) - Production link:
The installation screen opens showing the Global‑e Payment icon.
At the bottom of the screen click Install app.
The Global‑e Payments App installation is complete, and the Configuration page opens.
Exit the configuration page.
Step 4. Notify your Project Manager that you have installed the applications.
After Global-e incorporates the additional settings, you receive a notification to proceed to step 5.
Step 5. Enable the CrossBorder app
Make sure you have your Merchant ID and Merchant GUID.
Note
If you are unable to retrieve your Merchant credentials, contact your Global‑e Project Manager.
Under Account Settings, enter your account information as detailed below and click Save.
Account Information
Description
Merchant ID
Your Merchant Account ID, as recorded on the Global-e Merchant Portal. Example: 899
Merchant GUID
The private key of your Merchant Account ID on the Global-e Merchant Portal.
The private key of your Merchant Account ID on the Global-e Merchant Portal.
Note: Currently, Global‑e does not support multiple stores under the same Global‑e Merchant GUID.
Notify your Project Manager that you have set up your account.
Global-e prepares your Merchant environment, which includes uploading your catalog and configuring shipping methods.
Once these configurations are completed, your project manager notifies you that the app can be enabled
Toggle Global-e Enabled and click Save.
The Configuration screen confirms that your Global‑e account configuration is complete.
The CrossBorder app is now enabled and Global-e implements the following settings:
Global-e extensions are automatically added to your Checkout.
Global‑e adds the shipping zones (for countries operated by Global‑e) and the carrier service to your store
Global‑e JavaScript is added on each page of your site, including on the Checkout page. See Global-e JavaScript.
Important
The CrossBorder app MUST be enabled before you can enable the Payment app.
Wait for your Project Manager to confirm that the configurations are complete before continuing with Step 6.
This process takes about 1-2 days business days, during which time Global-e performs several validations.
Global-e JavaScript
Global-e adds the JavaScript files automatically to all the pages of your website by the means of the Shopify Script Tag API.
Global-e JavaScript main functionality:
Handles the replacement flow
Handles the replacement flow
Adds the marketing banner
Supports the payment flow on the checkout page.
Step 6. Enable Global-e Onsite Payment app
Click on the relevant link to return to the Onsite Payment app page.
Testing sandbox (QA-INT) environment:
https://admin.shopify.com/store/MyShopifyPrefix/settings/payments/alternative-providers/33357825
Production environment:
https://admin.shopify.com/store/MyShopifyPrefix/settings/payments/third-party-providers/34635777
Note
Make sure to replace the MyShopifyPrefix with your Shopify domain.
Click Manage Account.
The Onsite Payment App Configuration page opens.
Click Enable.
A message displays confirming that the app is enabled.
Click Open payment gateway settings to return to the Onsite Payments page.
The Payment Methods screen opens, featuring a partial list of payment methods supported by Global-e.
Note
The checkboxes in front of the payment methods are not functional. Selecting or clearing them has no impact on the payment methods displayed on the checkout page.
the Payment Methods screen features only a partial list of Payment Methods supported by Global-e.
Enable test mode, if you are in the sandbox.
Note: Test mode is not available when using the app in production.
On the bottom right, click Activate.
Step 7. Enable Global-e Offsite Payment app
Click on the relevant link to return to the Offsite Payment app page.
Testing sandbox (QA-INT) environment:
Production environment: https://crossborder-payments.global-e.com/Payments/App/InstallOrUpgrade?shop=[MerchantDomain].myshopify.com
Note
Make sure to replace [MerchantDomain] with your Shopify domain.
Click Enable to enable the Offsite Payment app.
Click Open payment gateway settings to activate the Offsite Payment app.
The Payment Methods screen opens, featuring a partial list of payment methods supported by Global-e.
Note
The checkboxes in front of the payment methods are not functional.
Selecting or clearing them has no impact on the payment methods displayed on the checkout page.
The Payment Methods screen features only a partial list of Payment Methods supported by Global-e.
Select Enable test mode, if you are in the sandbox.
Note: Test mode is not available when using the app in production.
Click Activate Global-e Payment
The Payment Methods supported by Global‑e in Shopify are enabled.
Notify your Project Manager that the apps are enabled.
Shopify Non-Plus Apps Installation
Installing the applications is a two-part process.
Install the three applications: CrossBorder App, Onsite Payment app, and Offsite Payment app.
Enable each of the applications.
It is very important to follow the precise order in which each app is installed and enabled. You also need to be in regular contact with your project manager during the process so Global-e can implement the required settings and configurations.
Step 1. Install the Global-e Onsite Payment app
Click the relevant Global‑e Payments installation link, replace [shopify domain] with your Shopify domain, and run the installation.
STG (Staging) - Sandbox link:
PROD (Production) - Production link:
The Global-e Onsite Payments (INT) screen opens.
At the top of the screen, click Install.
The installation screen opens showing the Global‑e Onsite Payment icon.
At the top of the screen, click Install app.
The Global‑e Payments App installation is complete, and the Configuration page opens.
Exit the configuration page.
Step 2. Notify your Project Manager that you have installed the Onsite Payment App
At this point, Global-e implements additional configurations, a process that takes 1-2 days.
After the settings are in place, your Project Manager informs you that you can continue to Step 3.
Important
Wait for confirmation from your project manager before advancing to Step 3.
Step 3. Install the CrossBorder App
Click the Global-e CrossBorder installation link.
Staging (Sandbox - Example):
Production (Example):
The installation screen opens showing the Global-e CrossBorder application icon.
Click Install app.
A screen opens showing setup instructions and account settings.
Important
AT THIS STAGE, DO NOT TOGGLE THE GLOBAL-E ENABLED BUTTON.
Exit the page.
Step 4. Install the Global-e Offsite Payment app
Click the relevant Global‑e Payments installation link, replace [MerchantDomain] with your Shopify domain, and run the installation.
STG (Staging) - Sandbox link:
PROD (Production) - Production link:
The installation screen opens showing the Global‑e Payment icon.
At the bottom of the screen click Install app.
The Global‑e Payments App installation is complete, and the configuration page opens.
Exit the configuration page.
Step 4. Enable the CrossBorder app
Make sure you have your Merchant ID and Merchant GUID.
Note
If you are unable to retrieve your Merchant credentials, contact your Global‑e Project Manager.
Under Account Settings, enter your account information as detailed below and click Save.
Account Information
Description
Merchant ID
Your Merchant Account ID, as recorded on the Global-e Merchant Portal. Example: 899
Merchant GUID
The private key of your Merchant Account ID on the Global-e Merchant Portal.
The private key of your Merchant Account ID on the Global-e Merchant Portal.
Note: Currently, Global‑e does not support multiple stores under the same Global‑e Merchant GUID.
Notify your Project Manager that you have set up your account.
Global-e prepares your Merchant environment, which includes uploading your catalog and configuring shipping methods. Once these configurations are completed, your project manager notifies you that the app can be enabled
Toggle Global-e Enabled and click Save.
The configuration screen confirms that your Global‑e account configuration is complete.
The CrossBorder app is now enabled and Global-e implements the following settings:
Global-e extensions are automatically added to your Checkout.
Global‑e adds the shipping zones (for countries operated by Global‑e) and the carrier service to your store
Global‑e JavaScript is added on each page of your site, including on the Checkout page. See Global-e JavaScript.
Important
The CrossBorder app MUST be enabled before you can enable the Payment app.
Wait for your Project Manager to confirm that the configurations are complete before continuing with Step 5.
This process takes about 1-2 days, during which time Global-e performs some validations.
Global-e JavaScript
Global-e adds the JavaScript files automatically to all the pages of your website by the means of the Shopify Script Tag API.
Global-e JavaScript main functionality:
Handles the replacement flow
Handles the replacement flow
Adds the marketing banner
Supports the payment flow on the checkout page.
Step 5. Enable Global-e Onsite Payment app
Click on the relevant link to open the Onsite Payment app page.
Testing sandbox (QA-INT) environment: https://admin.shopify.com/store/MyShopifyPrefix/settings/payments/alternative-providers/33357825
Production environment: https://admin.shopify.com/store/MyShopifyPrefix/settings/payments/third-party-providers/34635777
Note
Make sure to replace the MyShopifyPrefix with your Shopify domain.
Click Manage Account.
The Onsite Payment App Configuration page opens.
Click Enable.
A message displays confirming that the app is enabled.
Click Open payment gateway settings to return to the Onsite Payments page.
The Payment Methods screen opens, featuring a partial list of payment methods supported by Global-e.
Note
The checkboxes in front of the payment methods are not functional. Selecting or clearing them has no impact on the payment methods displayed on the checkout page.
The Payment Methods screen features only a partial list of Payment Methods supported by Global-e.
Enable test mode, if you are in the sandbox.
Note: Test mode is not available when using the app in production.
On the bottom right, click Activate.
Step 6. Enable Global-e Offsite Payment app
Click on the relevant link to open the Offsite Payment app page.
Testing sandbox (QA-INT) environment: https://crossborder-payments-qa-int.bglobale.com/Payments/App/InstallOrUpgrade?shop=[MerchantDomain].myshopify.com
Production environment: https://crossborder-payments.global-e.com/Payments/App/InstallOrUpgrade?shop=[MerchantDomain].myshopify.com
Note
Make sure to replace [MerchantDomain] with your Shopify domain.
Click Enable to enable the Offsite Payment app.
Click Open payment gateway settings to activate the Offsite Payment app.
The Payment Methods screen opens, featuring a partial list of payment methods supported by Global-e.
Note
In the Payment Methods screen:
The checkboxes in front of the payment methods are not functional.
Selecting or clearing them has no impact on the payment methods displayed on the checkout page.
This screen features only a partial list of Payment Methods supported by Global-e.
Test mode is not available when using the Global‑e Payments app in the Production store. You can only test payments in the sandbox (staging environment).
Click Activate Global-e Payment
Activating Global‑e Payments enables the Payment Methods supported by Global‑e in Shopify.
Notify your Project Manager that the apps are enabled.