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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

Click the "Install" button and follow the steps to log into your ClearSale account.

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

Install the ClearSale App from the Bold Checkout Marketplace

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.

Allow ClearSale's integration to connect to Bold Checkout

 

Third Step - Select your environment

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

 

Bold Chaeckout - Select your environment

Optional step

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

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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

 

 

ClearSale Reviews

4.5

Great fraud prevention for ecommerce sites

"ClearSale has a great fraud protection program using their algorithmic matching of potentially fake orders, and will scan them as they come up and reject them if they are suspected as fraud."

Lee K.

4.5

Clear Sale gives us confidence that we will get paid

"ClearSale is very good, the orders get approved quickly ,which is great so we know we can confidently send out the goods. Payment confirmation usually happens in 2-3 hrs. Once that happens we know we are covered."

Tony H.

5

From the viewpoint of someone who has been the victim of credit card fraud

"We are in the Durable Medical Equipment supply industry and we use Shopify as our shopping cart. With Covid 19 we have seen a tremendous increase web traffic and online purchases. Prior to Covid 19 we had a number of fraudulent transactions that led to multiple investigations on Local, State and Federal levels all of which produced no returns only because the crooks were faster. This cost us in..."

Anonymous

5

Great service & peace of mind

"ClearSale offers a great service that comes with complete peace of mind. Their staff is easy to reach and pleasant to deal with. I particularly enjoy that I no longer have to spend hours a day investigating customers who purchase from our online store and trying to determine if they are legitimate or not. No more rolling the dice with our business. ClearSale also backs up all their..."

Barry N.

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