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Bold-Hosted: Connect a Magento 1 store

Bold provides a prebuilt platform connector and extension for merchants who want to use Bold Checkout with their Magento 1 store. Follow the instructions outlined in this document to set up Bold Checkout on your store.

Prerequisites​

Before you connect your Magento 1 store with Bold Checkout, ensure you have the following:

  • A Magento account.
  • A payment gateway associated with the store.
  • An SFTP client with a connection to your store's Magento 1 server.

Configure firewall settings​

Many merchants have firewalls in place that restrict incoming and outgoing network traffic, allowing only a predefined set of IP addresses. The nature of a platform connector requires Bold to make calls to your server. For Bold's integrations to function, Bold domains must be able to make requests to your application.

To ensure proper operation, you must configure your firewall settings to allow requests from the following domains or IP addresses:

Calls from Bold to your platform connector come from one of the following domains:
  • https://api.boldcommerce.com
  • https://checkout.boldcommerce.com
  • https://magento-1-connector.boldapps.net

Set up Bold Checkout​

Use the following sections to set up Bold Checkout.

Create an account in Bold Account Center​

To create an account and connect your store in Bold Account Center, follow the steps below:

  1. Navigate to the Bold Account Center Login Page.
  2. Click Create account. Screenshot of Bold Account Center Login page
  3. Complete the Name, Organization name, Email, and Password fields.
    note

    The organization name represents your company. You can add multiple stores under your organization in Account Center.

  4. Click Next.
  5. Add your first store. Add your first store
    1. From the dropdown menu under Platform, select Magento 1.
    2. Enter your Store URL. Use your store's default URL.
    3. Select your store Currency.
    4. Click Add store.
  6. A message appears to confirm you've successfully added your first store. You can now go to the Account Center Launchpad, or invite users to manage your store. For more information, refer to Invite or Deactivate a user in Account Center. Success message

Create an API access token​

To set up an API access token in Account Center, follow the steps below:

  1. From within Account Center, expand the left-hand menu and click API access tokens.
  2. Click Create API access token.
  3. Enter the API access token name and select the scopes as shown in the screenshot below. M1 scopes
  4. Click Create. A dialog box appears and provides a shared secret and API access token.
    caution

    Be sure to save the shared secret and API access token in a secure location, as they will disappear when you close the dialog.

    You will use the shared secret and API access token to configure Magento 1 to call Bold Checkout.
  5. Click Done.

Install Bold Checkout​

To install Bold Checkout from within Bold Account Center, follow the steps below:

  1. In Bold Account Center, navigate to Launchpad.
  2. In the Available Bold apps section, click Add under Bold Checkout.
  3. Click Accept and Continue to agree to the terms of service and privacy policy.
  4. Once complete, you are redirected to the Bold Checkout admin.

Configure Bold Checkout​

Configure Bold Checkout by following the steps below:

  1. From within Bold Checkout, navigate to Payment options > Payment gateways. Payment gateway page
    1. To add a development gateway intended for testing, slide the toggle to the right to enable Development mode. Bold recommends first connecting a payment gateway in development mode so that you can ensure everything is set up correctly.
    2. To add a production payment gateway, toggle off Development mode, and set up a supported payment gateway in the Connect a payment gateway section. Bold strongly recommends using PayPal Complete Payments (PPCP) or Braintree as payment gateways with Magento 1. You will not be charged Bold Checkout fees when these platforms.
  2. Navigate to Settings > General settings.
    1. Scroll down to the Checkout Process section. If company name or phone number are required fields on your Magento 1 platform, you must configure these settings to match your store settings. Name and Phone settings
    2. Click Save.

Add the platform connector in Bold Account Center​

Add the Platform Connector for Magento 1 to your store by following the steps below:

  1. Within Bold Account Center, navigate to Launchpad, and select the Integrations tab.
  2. Click the Add button on the Platform Connector for Magento 1 card.
    note

    If you have more than one store in Bold Account Center, a drop-down appears for you to select the desired store.

    Screenshot of integrations page, featuring Platform Connector for Magento 1
  3. Review the required scope permissions, and click Approve to accept them.

Install and configure the Bold Checkout Extension on Magento 1​

The Bold Checkout Extension is a Magento 1 extension that must be installed on your store.

Use the steps in this section to set up Bold Checkout on your Magento 1 store.

Add the Bold Checkout Extension to the Magento 1 store​

Use the following steps to add the Bold Checkout Extension to your Magento 1 store:

  1. Navigate to the app/code/community location in your store's directory. Create a new folder titled Bold.
  2. Navigate to the Bold Checkout on Magento 1 repository. Download the repository contents (click the Code drop-down menu, and select Download ZIP).
  3. Unzip the downloaded directory.
  4. Copy the Checkout and CheckoutIntegration directories to the app/code/community/Bold location in your store's directory that you created in Step 1.
  5. Navigate to the root directory (the parent directory of /app) and execute the following commands:
    cp ./app/code/community/Bold/Checkout/etc/Bold_Checkout.xml ./app/etc/modules/
    cp ./app/code/community/Bold/CheckoutIntegration/etc/Bold_CheckoutIntegration.xml ./app/etc/modules/
    cp -r ./app/code/community/Bold/Checkout/design/* ./app/design/
    cp -r ./app/code/community/Bold/Checkout/locale/* ./app/locale/
    cp -r ./app/code/community/Bold/CheckoutIntegration/design/* ./app/design/

Configure the Bold Checkout Extension​

Complete the following steps in your store's Magento 1 Admin panel.

  1. Navigate to your store's Magento 1 Admin Panel.
  2. Clear the cache by following the steps below:
    1. Navigate to System > Cache Management. A screenshot of the Cache Storage Management page in the Magento Admin Panel
    2. Click the Flush Magento Cache button.
    3. Click the Flush Cache Storage button, then click OK on the confirmation pop-up message.
  3. Navigate to System > Configuration, and click Checkout in the Sales section of the left-hand menu.
  4. In the Current Configuration Scope drop-down menu, select Main Website. Screenshot of configuration scope dropdown
  5. Expand the Bold Checkout Integration drop-down. Populate the API Token field using the API access token that you retrieved from the Bold Account Center. Screenshot of Bold Checkout Integration
  6. Click the Save Config button at the top-right corner of the page.
  7. Expand the Bold Checkout Integration Advanced Settings drop-down, and edit any settings in this section if necessary. Screenshot of advanced checkout configuration drop-down in Magento Admin Panel
  8. Click the Save Config button at the top-right corner of the page.
  9. Expand the Bold Checkout Platform Connector Integrations drop-down. Click Authorize. Screenshot of authorize flow

Place test order​

To ensure everything is set up correctly, you can place a test order using development mode and your associated gateway's test card. Once development mode is off, you can also test your Magento 1 store configuration using real payment data.

Follow the steps below to place a test order in development mode.

  1. From within Bold Checkout, navigate to Payment Options > Payment Gateways.
  2. Ensure that Development mode is toggled on.
  3. Navigate to your Magento 1 storefront, select an item, and proceed to checkout.
  4. Use your payment gateway's associated test credit card to complete the order.
  5. Once your order successfully completes, return to the Payment Gateways page in the Bold Checkout admin and turn Developer mode off.

Next steps​

After setting up the standard Bold Checkout, there are several steps you can take to customize your store's checkout experience: