Bold Checkout Installation Guide

Our Bold Checkout integration is designed to quickly connect your shop to ClearSale's API and immediately protect your business from fraud and false declines!

Below, we'll guide you through 3 simple steps to add ClearSale to your Bold Checkout Experience.

Before you install ClearSale, please make sure that you have your ClearSale credentials nearby.

If you need any help with the installation, please contact us at integration@clear.sale.

First Step - Install the ClearSale App from the Bold Checkout Marketplace

**Note** In this example, you're shown a BigCommerce integration - The same steps (or similar) hold true to all other Bold Checkout integrations.

Second Step - Allow ClearSale's integration to connect to Bold Checkout

Upon clicking "Install" you will be redirected to a page where you'll need to allow ClearSale to connect.  Click "Allow" to continue.

Third Step - Select your environment

Enter the ClearSale username and password you received upon completing your account set up.

 

Optional step

Enable Passive Mode: When enabled, our App won't automatically update the order status after an order has been reviewed.

General Flow

You’re now ready to put through some test orders!

Before you start putting through test orders, you’ll need to know how our Sandbox behaves.

Our Sandbox environment is pretty straightforward - we won't be manually reviewing your orders or using our advanced machine learning.

You just need to follow a few purchase rules to get the results you need to see before confidently switching to Production.

• Automatic Approval: To see what this status looks like in your admin, place a test order that is less than or equal to $50
• Denied: To see what a denied order looks like, your order must be greater than $50 but less than (or equal to) $100.
• Manual Analysis: This is when ClearSale is reviewing an order manually, to see what this status looks like in your eCommerce platform, place a Sandbox order greater than $100.

**If you want to change these values, reach out to our integration@clear.sale team.**

There you go! You’re all set and ready to start testing.

NOTE: DO NOT TEST IN PRODUCTION -  IF YOU MUST, PLEASE USE YOUREMAIL+CLEARSALETEST@YOURDOMAIN.COM

Clearsale APP

All orders placed after the plugin installation can be checked at https://app.clear.sale

Additional note: If you run into any issues with the App, please try another browser and reach out to our integration team to let us know.

Questions?

Customer Service – For questions related to order analysis and requests.

customer.service@clear.sale

Technical Support – For general technical inquiries regarding the extension / functions.

support@clear.sale

Integration Support – For questions related to the initial setup and use of the extension.

integration@clear.sale