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Some sensitive information has been removed from screenshots and will be provided as-needed by your onboarding team at Reach.

Part One

Setup API for remittance data.

Our first step is to install an API into your Shopify account to ensure smooth reporting and remittance on Reach’s end. Follow these easy steps to complete the process:

Step 1.

Navigate to Settings > Apps and Sales Channels

Step 2.

Click “Develop Apps” in the top-right corner.

Step 3.

Once clicked, the screen will change - click “Create an app” in the top-right corner.

Step 4.

This should pop up a modal window. You can enter a name for the app, we suggest “Reach Data.”

Step 5.

This will now take you to an overview page.

• From tabs at the top, click “Configuration”

• Under Admin API access scopes search and click the checkboxes of:

read_orders
read_products
read_shopify_payments_payouts
read_shopify_payments_disputes
read_shopify_payments_accounts
read_shopify_payments_bank_accounts

• Scroll to the bottom and click “Save”

Step 6.

Navigate to API Credentials from the tabs on the top.

• Click “Install App”

Step 7.

You will then be provided with an API Access Token and API Keys
• Click “Reveal token once”
• Copy the following and send to your Reach representative

Admin API access Token
API Key
API Secret Key

Part Two

Go-live call with Reach.

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IMPORTANT

The following steps should not begin until your scheduled Go-Live call with Reach.

Begin entity change.

• Please being by going to Settings > Payments

• Deactivate existing Shopify Payments.

• Now, you will be able to change your store’s billing information.

Store entity & address.

Change all following business information in Settings > Store Details

Legal business name
Country/region
Address
City
State/territory
ZIP code

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This information will be provided securely by your Reach onboarding team.

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Note that once the currency is changed, the prices must be updated to the new store currency in order to not lose out on the exchange rate.

Part Three

Activate Shopify Payments.

With your store’s billing information updated, it is time to re-activate Shopify Payments.

Step 1.

Navigate to Settings > Payments and click “Activate Shopify Payments.”

Step 2.

If it is checked by default, please uncheck the box “I am doing business as an individual or sole proprietor.”

Business Type

Change the business type to "Corporation."

Business Details

Change all following business information under "Business Type."

Registered business name
Employer Identification Number (EIN) or Social Security Number (SSN)
Street Address
City
ZIP code
Doing business as (Optional)
State

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This information will be provided securely by your Reach onboarding team.

Store Industry Info

Change all following business information under "Business Type."

Category • [Your Business Category]
Sub-category • [Your sub-category]
Description of products or services • [Your product or service description]
Store Phone Number • [Your store/customer service number]

Account Representative

Enter all other information as detailed under "Account Representative"

Check the two boxes highlighted in the screenshot.

First name / Last name
Equity
Date of birth (mm/dd/yyyy)
Job role
Social Security Number (SSN)
Email
Phone Number
Address
City
Postcode
Country/region
Province

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This information will be provided securely by your Reach onboarding team.

Equity ownership

• Click "add another equity owner" as indicated.

• Enter all other information as detailed in the screenshots.

First name / Last name
Email
Ownership percentage

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This information will be provided securely by your Reach onboarding team.

Confirm information

Carefully confirm all business information and click "Confirm" when finished.

Verify ownership

Carefully confirm all ownership details and click "Confirm" when finished.

Agree to terms & submit

After carefully ensuring everything is correct, click "Submit for Verification" and then "Agree" to the terms.

Payout & Customer billing statement

Enter all other information as detailed.

• Payout Statement name

[Your Merchant Name]

• Payout every

[business day]

• Customer billing statement - Statement Name
Enter information as provided by your Reach representative on the go-live call.

RCH-[your desired descriptor]

• Phone number
Enter information as provided by your Reach representative on the go-live call.

[Your number]

Complete bank setup

Once you click “continue account setup”, you will need to proceed to the next step to add a bank account for deposits.

Open Add your banking information and click on “Add bank account” for the next steps.

Banking information

Enter information as provided by your Reach representative on the go-live call.

Routing Number
Account Number

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This information will be provided securely by your Reach onboarding team.

Shop Pay

Shop Pay comes bundled with your Shopify payments activation. You can enable or disable this easily via the manage payment method button.

Part Four

PayPal setup.

To use Reach’s local acquiring solution through PayPal on your Shopify storefront, you will need to contact your Reach representative in order to work through this process together.

Begin by going to Settings > Payments, and under Supported payment methods, click “Activate PayPal.” A new browser tab will open to input PayPal credentials.

Step 1.

Enter credentials. Your Reach representative will provide you login details for localized PayPal processing.

Step 2.

2-factor authentication. Once logged in, there will be an authentication code to input that refreshes every 30 seconds.

Step 3.

Setup complete. Log out of the PayPal browser tab and your setup is complete!

Part Five

Terms & conditions

Merchant of Record requirements

By deploying this solution, Reach will be acting as your Merchant of Record. 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.

Please visit this link to read our Terms & 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.