Step 1. Create an app

Install a custom API into your Shopify account to ensure smooth reporting and remittance on Reach’s end. Follow these easy steps to complete the process:

1. Sign in to Shopify and go to your Shopify admin.
2. Click Apps and sales channels.

📘

If your store doesn’t have developer apps, click Allow custom app development to continue. You will see the following screen.

3. Click Allow custom app development again.
4. Click Develop Apps in the top-right corner of the App and sales channels page.

5. From the App development screen, click Create an app.

6. From the Create an app modal, type the app’s name for the settlement in the App name field. We recommend using “Reach Data” as the app name.

7. Click Create app.
8. Click Reach Data on the App development page.

9. From the Overview tab on the Reach Data page, click the Configuration tab.
10. Click Configure in the Admin API integration section. If you have already configured this integration, you can skip this step.
11. Under Admin API access scopes, use the Filter access scopes field to locate and select the following checkboxes.
    • read_orders
    • read_products
    • read_shopify_payments_payouts
    • read_shopify_payments_disputes
    • read_shopify_payments_accounts
    • read_shopify_payments_bank_accounts

12. Click Save. Your Admin API access scopes will appear under the Admin API section in the Configuration tab.

12. Click API credentials.
13. Click Install app under Access tokens to install the application and generate your access tokens.

12. On the Install Reach Data modal, click Install to add it to your store. Your API access token and API keys are now available on the API credentials tab.

16. Reveal, copy, and save the following keys to a safe place:

    • Admin API access token: To protect your data, you can only reveal and copy your Admin API token once.
    
    • API key
    • API secret key

    ❗️

    When saving API keys and tokens, you must store them securely. For example, keep confidential (secret) keys on your servers only and do not store them in version control systems. It helps protect your API keys from unauthorized access.

17. Reach will ask you to upload these keys to a secure location. Reach uses these keys to pull the orders and add them to their database.

Step 2. Terms and conditions

By deploying this solution, Reach will act as your Merchant of Record (MoR). There are legal requirements from our processing partners that we strictly adhere to, such as the Terms & Conditions laid out by our partnership with the merchant.

Visit this link to read our terms and conditions and follow the steps outlined to easily place them on your website—these must be accessible from a link in the footer of your website.

For more information on adding the Reach footer and Terms of Service (ToS), see Terms of Service for custom checkouts.