Your integrations

This is the home screen for payment setup. It lists the payment providers you've
connected, lets you customise what your checkout offers, lets you preview that
checkout, and shows whether your account is taking payments.

Your integrations

Where to find it

It's the screen you land on after signing in (or after accepting the terms).
You can also get back to it after adding, editing, or removing a provider.

What you see

  • Your active providers — the payment services currently connected.
  • Your archived providers — the providers you've previously disconnected —
    shown only when you switch to the archived view.
  • The date of your last transaction, and a validation status (taken a
    payment recently, not for over 30 days, or never).
  • A Customise checkout area, where you control which payment methods your
    checkout offers and how each one is handled (see below).
  • A Preview checkout area, where you can see what your checkout will look
    like for a given payment type and currency (see below).
  • Your Shuttle Payments Marketplace status and a link to it.
  • A "You are in readonly mode" badge if you don't have permission to make
    changes.

Customise checkout

This is where you decide what your checkout offers customers. You can:

  • Turn each payment method (Cards, ACH, SEPA, wallets, and so on) on or off.
  • Choose which connected provider processes each method — for example, if
    more than one of your providers can take card payments, pick which one handles
    cards, which handles ACH, and so on. This only appears for a method when you
    have more than one provider that could process it.
  • Turn fraud screening on or off for a method, where it's available.
  • Set amount rules for a method (the cog icon), which open the
    Restricting a payment method by amount screen.
  • Enable Apple Pay and/or Google Pay, if your platform supports wallets.
    Shuttle offers these through network tokenization, so it's a two-step
    option:
    • First enable network tokens. This appears only if your platform has
      turned wallet support on. Platforms have to enable it because Apple Pay and
      Google Pay require domain certification — the platform completes that work and
      tells Shuttle which domains your checkout is hosted on.
    • Once network tokens are on, you can switch on Apple Pay and/or
      Google Pay.
    • Turning on either one reveals a merchant legal name field, because
      Shuttle passes your legal merchant name through to Apple or Google. It should
      match your legal name.

When your platform supports wallets, an Enable Apple Pay / Google Pay support
toggle appears:

Your integrations

Switching it on reveals the individual Apple Pay and Google Pay toggles
and the Merchant Legal Name field (which must match your legal name):

Your integrations

Preview checkout

Your integrations

Preview checkout shows you what your checkout screen will display for a given
combination of payment type and currency — for example whether address
verification (AVS) fields appear, or whether several payment options are shown.
You choose who's paying (an online customer, or staff taking a payment by phone),
the currency, and the kind of payment, then display the preview.

You can't take a real payment in the preview — it's only for seeing what
will be displayed.

What you can do

ControlWhat it does
AddStarts adding a new payment provider. See Connecting a payment provider.
Show archived / Show activeSwitches the list between active and archived providers.
Restore (on an archived provider)Brings a previously disconnected provider back into use, after you confirm.
Open a providerOpens that provider to view or change its settings.
Enable / disable a payment methodTurns a method (Cards, ACH, SEPA, wallets, and so on) on or off at checkout.
Choose a method's providerWhen more than one connected provider can process a method, picks which one handles it.
Toggle fraud screeningTurns fraud screening on or off for a method, where it's available.
Amount rules (cog icon)Opens the rules screen to restrict a method by transaction amount. See Restricting a payment method by amount.
Enable network tokensApple Pay / Google PayAvailable when your platform supports wallets. Enable network tokens, then Apple Pay and/or Google Pay; turning on either prompts for your merchant legal name (passed through to Apple / Google).
Save / Cancel (checkout)Saves or discards your checkout customisation changes. See Setting up checkout payment methods.
Preview checkoutShows what your checkout will display for a chosen payment type and currency. It doesn't take a real payment.
Open / Connect now (Marketplace)Opens the Shuttle Payments Marketplace in a new tab.

Things to note

  • When you have no providers yet, the screen shows only the provider list with a
    prompt to add your first payment service provider.
  • In test mode a banner reminds you that you're in a sandbox.
  • The Marketplace section can be hidden, read-only, or show either an Open or
    a Connect now link, depending on your account.
  • When payment setup is opened for a single provider (a focused setup link),
    this list is skipped entirely — you go straight to that one provider. See
    Setting up in single-provider mode.

Related tasks

  • Connecting a payment provider
  • Setting up checkout payment methods
  • Setting up in single-provider mode