Shopify Payments

Why connect Shopify Payments for Settlements

Connect Shopify Payments as a source so Reveal can import settlement and payout data from your Shopify store into Settlements. After the connection is complete, Reveal imports historical settlement data and keeps it current so you can:

• Trace funds from customer payment to bank deposit
• Reconcile settlement batches against bank entries and monitor unsettled volume
• Analyze processing fees and inspect settled transaction records

The same Shopify Payments source can also feed Transactions for authorization, decline, and dispute analytics. Connecting Shopify Payments does not change how Shopify processes payments or pays out funds. Reveal reads settlement and payout data; it does not modify live payment flows.

See Get started with Settlements for the overall connection workflow. If your goal is authorization performance rather than reconciliation, see Connect Shopify Payments for Transactions.

How the Shopify Payments guide differs from the staff account page

This page is the connection guide for Shopify Payments in Settlements. Use it to create a private app exclusive to your store, collect the Access Token and Shop Name, and add Shopify Payments as a source in Reveal.

Shopify Payments staff account is the Shopify-side staff checklist. Use that page to invite Reveal as a staff user and assign the permissions Reveal needs. After you complete the staff invite, return here if you still need to add the source.

Reveal needs these values to complete the connection:

• Access Token
• Shop Name / Shop URL
• Alias

Connecting Shopify Payments involves multiple steps. While it does not require any coding, there are quite a few steps to follow and missing any of them can cause issues.

You will need to create a private app in Shopify that is exclusive to your store.

To add Shopify Payments on your Reveal Settlements dashboard, complete the following steps:

1. Create a private app in Shopify
2. Add Shopify Payments as a source in Reveal
3. Add Reveal as a staff account in Shopify

Prerequisites

After you create and install the app for your store in your Shopify account, you will get the API credentials to connect your store to Reveal dashboard.

Create a private app in Shopify

Create a private app exclusive to your store so Reveal can read orders, payouts, disputes, and related Shopify Payments data through the Admin API.

Follow these steps to create a private app in your Shopify account:

1. Navigate to ShopifyAdmin > Settings > Apps and Sales channel > Develop apps > Create an app.
   
2. Give a name for the private app and select yourself as the developer's email address and click on Create app.
3. In the next page, click Configure Admin API scopes.
4. Select the following scopes:
   • read_orders
   • read_reports
   • read_shopify_payments_payouts
   • read_analytics
   • read_shopify_payments_disputes
   • read_draft_orders
   • read_order_edits
   • read_returns
   • read_shopify_payments_accounts
   
5. Click Install app.
6. Once your app is installed, click on API credentials to view the Access token.

Adding Shopify Payments in Reveal

Follow these steps to add Shopify Payments as a source in your Reveal account:

1. You should have the following values handy to add Shopify Payments as a Source in your Reveal dashboard:
   • Access Token that you should have from the first step of this integration, and
   • Shop Name/Shop URL
2. To collect Shop Name/ShopURL, click on Home.
3. Copy the String that is after admin.shopify.com/store/ from your browser.
   
4. In the example above, it is myshopifydemo.
5. Now, go to your Reveal dashboard > Sources > Add a source.
6. Click on Shopify Payments.
7. Paste the Access Token and Shop Name that you have copied in the relevant fields.
8. Add an alias to identify this source.
9. Click on Connect.

Adding Reveal as a staff account in Shopify

This guide will walk you through the steps for inviting Reveal to your Shopify Payments store. For the dedicated staff-account checklist, see Shopify Payments staff account.

Inviting Reveal as a staff user

You can add staff accounts to your Shopify store to let staff log in as separate users. To add staff, you need to be the store owner or have the Edit permissions and Add and remove staff permissions.

If you want to add staff who can log in to your admin and to Shopify POS to add POS app only staff, you also need the Manage Point of Sale staff permission and the required Shopify POS permissions.

Follow these steps to add Reveal as a staff account in your Shopify Payments store:

1. From your Shopify admin, click Settings > Users and permissions.
2. Click Add staff.
3. Enter the staff member's full name as it is displayed on any government-issued ID, and their email address.
4. Do either of the following:
   • Select which permissions you want to give the staff member.
   • To give the staff member all available permissions, select Select all.
5. Click Send invite.

Required permissions for Reveal staff account

Following are the permissions that you need to provide to Reveal staff account:

Standard staff permissions

• Home
• Orders: View Orders, Export Orders
• Draft Orders: View
• Analytics: Reports and Dashboards
• App development: Select all 3 options
• Finance: View Shopify Payments Payouts, View Balance Activity, View all Shopify credit account activity

Apps and channels permissions

Manage and install apps and channels

Take the next step with Shopify Payments in Settlements

• Shopify Payments staff account — Invite Reveal as a staff user and assign the permissions Reveal needs.
• Get started with Settlements — Connect other processors and see what happens after data loads.
• Reconciliation — Trace payouts after Shopify Payments settlement data is available.
• Shopify Payments for Transactions — Connect the same Shopify Payments store for authorization and decline analytics if you also use Transactions.