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Shopify recently transitioned to a new payment platform, requiring all 3rd party payment providers to migrate their merchant base to a new payments app. This new platform comes with some changes to the way that 3rd party payment identifiers (like Affirm’s) are surfaced within the Shopify admin.
This article details the changes and documents additional resources for reporting and order reconciliation.
Affirm Loan ID in Shopify
The new payments platform implemented by Shopify streamlines the checkout and order creation process but also limits the information that can be passed between our platform and theirs. We’re no longer able to share an Affirm loan ID (ex: A1B2-C3D4) for Shopify to display in their transaction details.
Instead, Shopify identifies 3rd party transactions with a Payment ID, which can be found in the transaction view within the Information from the gateway section:
This identifier can also be seen via Shopify REST Admin API within the Transaction resource:
{
"transactions": [
{
"id": 999225661,
"order_id": 450789469,
"kind": "sale",
"gateway": "Affirm",
"status": "success",
"message": null,
"created_at": "2018-01-10T11:00:00-05:00",
"test": false,
"authorization": null,
"location_id": null,
"user_id": null,
"parent_id": null,
"processed_at": "2018-01-10T11:00:00-05:00",
"device_id": null,
"error_code": null,
"source_name": "web",
"receipt": {
"payment_id": "8BLFxjEHP5PkA1kNsb6iRKX9"
},
"amount": "125.00",
"currency": "USD",
"admin_graphql_api_id": "gid://shopify/ ... "
}
]
}
Merchant Order ID in Affirm Dashboard
We typically display a merchant order ID within the merchant portal. However, since Shopify merchants no longer have access to their Affirm loan ID in Shopify, we’ve had to replace Order ID with the Payment ID value from Shopify in order for merchants to be able to locate corresponding loans based on this single shared reference.
To locate a specific Affirm loan within the merchant portal, merchants must grab the Payment ID from Shopify and use the portal search feature to locate the corresponding loan ID.
Customer name, email, phone number, order amount, and date range can also be used to search for specific transactions.
Synchronized Reporting
When it comes to reporting, the Payment ID (Shopify) and Order ID (Affirm) appear in both reports available for export from the two respective platforms. This can be used as a join point for your records from both providers.
On the Affirm side, this shared identifier will appear as the Order ID in the Merchant Settlement Report. You can read more about scheduling and downloading settlement reports here.
On the Shopify Side, this shared identifier will appear as the Payment ID in exported reports. When viewing your orders, you can select export from the top-right corner:
Please contact Shopify support if you have additional questions about reporting in Shopify.