# Automatic Setup

After [installing the app](/online-payments/plugins/shopify-plugin-integration/installation.md), you need to configure the correct credentials that will associate it to your Verifone account.

## Plugin Setup <a href="#plugin-setup" id="plugin-setup"></a>

The **Auto Setup Tool** pop-up will be displayed automatically, if this is your first time trying to configure the Verifone settings. If you already did the configuration, you can always access the tool as indicated below:

<div data-with-frame="true"><img src="https://verifone.cloud/sites/default/files/inline-images/1_123.JPG" alt=""></div>

### Account settings <a href="#account" id="account"></a>

1. Enter the below information, to configure your Verifone account settings.

   <div data-with-frame="true"><img src="https://verifone.cloud/sites/default/files/inline-images/2_88.JPG" alt="" height="595" width="754"></div>

   <div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>If you don't have a Verifone account click on <strong>I don't have a Verifone account</strong>, and you will be redirected to the Sales team.</p><p>For more information on fields click on the tooltip "i" icon.</p></div>

   Enter the *User ID* and *API Key*, then press on **Continue**. Wait until a success or error message is displayed.

   <div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>You can use a Verifone test mode environment to test your integration by clicking on the <strong>Sandbox</strong> option (for this, you will need to have an account set up in the test environment). If the <em>Sandbox</em> option is selected, you will need to use the information from your test account (user ID, API key).</p><p>If you wish to change the integration environment, you will need to return to this page by clicking the <strong>Manage</strong> button on the app in your Shopify admin, then <strong>Auto Setup Tool</strong> and update the API Key and User ID associated with the Verifone Account with the ones corresponding to the selected environment.</p></div>

   * **API Key**: The value of the API Key you created in [Verifone Central](https://docs.verifone.com/verifone-central-getting-started/), under the user icon > *API keys* > *Create API key*.
   * **User ID**: The ID of the user that generated the [API key](/online-payments/api-integration-methods-auth-and-endpoints/api-authentication.md) in Verifone Central. You can find this information in your Verifone Central account, under *Profile* → *API Keys*.
2. If the successful message displays, then the configuration is done. We recommend checking all tabs to verify all expected payment methods are enabled and clicking a final time on **Update settings**.
3. Two failed messages can be displayed:
   * **Invalid credentials. Make sure you enter right credential/environment and try again!**: You must check if both the API Key and User ID are correctly entered, and the environment is properly chosen.
   * **Account could not be auto-configured, manual configuration is required**: Follow the steps from the [Manual setup](/online-payments/plugins/shopify-plugin-integration/manual-setup.md) documentation. If you are unsure what is your environment, contact your Verifone representative.

### (Optional) Display settings

<div data-with-frame="true"><img src="https://verifone.cloud/sites/default/files/inline-images/3_66.JPG" alt=""></div>

For more information on how to setup the display and theme of the checkout page see **Manual Setup** > [Display settings](/online-payments/plugins/shopify-plugin-integration/manual-setup.md#display-settings).

### (Optional) Advanced settings <a href="#id-0028optional__0029-advanced-settings" id="id-0028optional__0029-advanced-settings"></a>

<div data-with-frame="true"><img src="https://verifone.cloud/sites/default/files/inline-images/4_45.JPG" alt=""></div>

For more information on how to configure advanced settings see **Manual Setup** > [Advanced settings](/online-payments/plugins/shopify-plugin-integration/manual-setup.md#advanced).

Your account setup is functionally complete, and you can click on **Back to Shopify** to continue plugin activation.

4. Select the credit card brands allowed on your Verifone account and click the **Activate Verifone Checkout** button.<br>

   <div data-gb-custom-block data-tag="hint" data-style="warning" class="hint hint-warning"><p><strong>Test mode box</strong>: If you have enabled test mode in the previous <a href="https://verifone.cloud/docs/online-payments/plugins/shopify-plugin-integration/automatic-setup#account"><strong>Account settings</strong></a> step, make sure to also enable it on this page so that both your Verifone settings as well as Shopify Store are running in test mode.</p></div>

   <div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>The selected card brands will be displayed to your customers as available in Verifone Checkout but selecting a specific card brand will not make that brand available in the checkout. The brand available in the checkout are the ones setup on your Payment provider contract (PPC).</p></div>

<div data-with-frame="true"><img src="https://verifone.cloud/sites/default/files/inline-images/Capture_22.PNG" alt=""></div>

## Shopify Settings <a href="#shopify-settings" id="shopify-settings"></a>

1. The Verifone Checkout provider will be displayed in the *Supported Payment Methods* box.

   <div data-with-frame="true"><img src="https://verifone.cloud/sites/default/files/inline-images/Capture_24.PNG" alt=""></div>
2. In the *Payments* box, select **Manage** and then choose one of the following options:

   * ***Automatically** capture payment for orders* – if the **Sale** transaction type was selected when setting up your payment method, at configuration.
   * ***Manually** capture payment for orders* - if the **Preauth** / **Auth** transaction type was selected when setting up your payment method, at configuration.

   <div data-with-frame="true"><img src="https://verifone.cloud/sites/default/files/inline-images/Capture3.PNG" alt=""></div>
3. Click on *Checkout* in the navigation menu and select **Require first and last name** for the **Full name** option. Click on **Save** to apply your options.

   <div data-with-frame="true"><img src="https://verifone.cloud/sites/default/files/inline-images/Untitled.jpg" alt=""></div>


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