Integrating Checkout Everywhere orders with Magento requires providing:

• store URL
• username
• password
• shipping method
• payment method

The Magento user has to have permission to read and write orders which are going to be placed with given shipping and payment method.  Both methods need to be active in Magento system. Please follow instruction below that explains how to retrieve required data.

GET STORE URL

1. Log in to your Magento administration panel
2. Write down the site URL address that need to be passed to the contact person at Bolt

CREATE USER ROLE

1. Go to user roles
2. Add new role and name it (for example) Checkout Everywhere Integration
3. Give this role permission to create and view orders

CREATE USER

1. Go to Users
2. Add new user
3. Fill in mandatory data and write down User Name and Password that need to be passed to the contact person at Bolt
4. Assign this user the Checkout Everywhere Intergration role created previously

VERIFY STORE CONFIGURATION

1. Go to store configuration
2. Go to shipping methods configuration. Then, choose the one you want to use for Checkout Everywhere orders. Make sure that the shipping method is enabled.
3. Go to payment methods and pick one offline payment method. Make sure that the payment method is enabled. We recommend choosing bank transfer.
4. Send data from the instruction above to your contact person at Bolt. All you need to provide are:
   • store URL
   • username
   • password
   • shipping method
   • payment method