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Connect a Magento 1 store

Set up Bold on your store by installing and configuring Bold and the Magento 1 extension.

important

For most use cases, Bold recommends installing Bold Booster for PayPal instead. Refer to the product comparison below for details. If you think full Bold Checkout is right for you, contact Bold Support for installation guidance.

Bold Booster for PayPal vs. full Bold Checkout​

Bold Booster for PayPal is a more lightweight alternative to Bold Checkout. Use this table to choose which option fits your use case.

Bold Booster for PayPalBold Checkout
Use Bold Checkout functionalityYes, payment functionality only.Yes.
Replaces existing checkoutNo.Yes.
Frontend interfaceUse your existing experience, with the addition of Bold's payment interface.Bold's three page or one page checkout experience.
Development effortLow or none — Bold cleanly adds the payment interface without changing the rest of the experience.Low or none — using the pre-built solution keeps code requirements low.
Integration supportRetain all integrations.Retain nonvisual integrations.
Customization optionsMerchant retains full control of behavior of checkout interface.Lightweight customization using Checkout LiFE and CSS.

To install Bold Booster for PayPal instead, refer to the Bold Booster for PayPal help.

Prerequisites​

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

caution

Local development stores must use a port-forwarding service, such as ngrok, Cloudflare Tunnel, or OpenVPN, to communicate with Bold.

Configure firewall settings​

Configure your firewall settings to allow Bold domains to make requests to your application.

To ensure proper operation, update 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

Install the Bold Checkout Magento 1 extension​

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

Complete Bold Checkout onboarding​

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

  1. Clear your Magento Admin cache.
    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.
  2. Navigate to System > Configuration.
  3. In the Sales section of the left-hand menu, click Checkout.
  4. In the Current Configuration Scope drop-down menu, select Main Website. Screenshot of configuration scope dropdown
  5. A Bold Checkout onboarding banner appears on the page, prompting you to set up your store. Click the Connect with Bold button.
    note

    Ensure that your browser does not have any settings enabled that block cookies, such as "Incognito Mode" or similar "Do Not Track" (DNT) settings. These settings can cause an error when attempting to complete onboarding.

  6. A pop-up window appears. Follow the instructions in the window to complete the following steps:
    1. Create a Bold account and connect your store.
    2. Install Bold Checkout.
    3. Add and configure a payment gateway.
      1. If you want to only use PayPal payment buttons with no additional credit card options, uncheck the Use advanced credit and debit card fields box.
      2. Leave the Allow Bold Checkout to perform payments and refunds box checked.
      3. When prompted, click Allow to connect your store to your selected payment gateway.
      4. Click the button to return to your store and continue setup.
    4. Create an API access token.
      caution

      Ensure that you save the API access token in a safe place. You will need it for the next step.

Configure the Bold Checkout extension​

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

  1. If you are not already there, navigate to the Checkout settings page under System > Configuration.
  2. In the Current Configuration Scope drop-down menu, ensure the scope is set to Main Website. Screenshot of configuration scope dropdown
  3. Expand the Bold Checkout Extension section. Populate the API Token field using the API access token that you retrieved from the Bold Account Center. Screenshot of Bold Checkout Extension
  4. Click the Save Config button in the top right.
  5. Expand the Bold Checkout Extension Advanced Settings section and edit any settings in this section if necessary. Depending on whether you are using a standard or dual checkout configuration, your selections will vary.
  6. To entirely replace your store's checkout with Bold Checkout, select Standard from the Bold Checkout Type drop-down menu. 1. To use a dual checkout configuration and add an extra button to your cart page, select Dual from the Bold Checkout Type drop-down menu.
  7. Click the Save Config.
  8. Expand the Bold Checkout Platform Connector Integrations section. Click Authorize. Screenshot of authorize flow

Place a 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 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 Bold, there are several steps you can take to customize your store's checkout experience: