Shopify Installation Guide

Our Shopify app is designed to connect your shop to the ClearSale analysis center. We will guide you through the simple steps to integrate ClearSale into your Shopify store.

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

If you need any help installing our App, please contact us at


First Step - Get ClearSale from the Shopify Marketplace

1- Install the ClearSale app from the Shopify marketplace by clicking “Add app” and following the prompts to log into your Shopify store

shopify app store install page

2- Confirm install permissions

Install app


Second Step - Welcome to ClearSale

You will be redirected to the main page of our app, click the “Login” button

Shopify app install-1


Third Step - Enter your Credentials

Enter your ClearSale integration username and password and grand permissions


Shopify app install


Confirm Permissions-2


Fourth Step - ClearSale Settings Page

Once you’ve entered your username and password, you will be redirected to the ClearSale Settings Page. Your options are as follows:

Payment integration

Auto Capture Funds: Check this box if you’d like ClearSale to capture payment if an order has been reviewed and approved

Auto Void: Check this box if you’d like declined orders to void the pre-authorization.

** Once the pre-authorization has been void, there is no way to capture again**

Please note

We advise you to:

  • In your Shopify Checkout settings, ensure that the email field is mandatory at time of checkout. If an order is placed without an email address, it will not be sent to ClearSale for analysis.
  • You will receive a separate email with your ClearSale Client Portal username and password. Be sure to check your spam folder if you haven’t received it!
  • By default, all orders (containing an email address) will be sent to ClearSale for analysis. If there is a particular payment method you'd like to exclude from our analysis, please send an email to


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

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

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



ClearSale Reviews


Excellent service - both timeliness and fraud control

"I have always received immediate response and minimal fraud rejection -- which leads to increased sales."



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.


Great Value

"The product is great. We've never had a complaint from day 1. The setup was easy. And the continued service has been exceptional. With a product like this, you want it to work behind the scenes without ever thinking about it. That's ClearSale. It does exactly what it is supposed to do and never causes us troubles."

Nathan N.


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..."



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