How to map Payment Methods between TradeGecko and Shopify?

TradeGecko's Payment Method is mapped with Shopify's Payment Gateway. It is not case-sensitive, and dashes/underscores will be replaced by spaces for matching. For example, if the Payment Method in TradeGecko is "Credit Card", a Payment Gateway of "credit-card" or "credit card" or "Credit Card" would still match.

Note
If you have two Paypal account (e.g. Paypal US and Paypal AUD), we cannot differentiate the payment between those gateway. This is because, Paypal will always have a single Payment Gateway called "Paypal" regardless of the currency.

First, you need to know the Payment Gateway Names in Shopify. To do this, login to Shopify Admin > Settings > Payment Providers. See below.

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Second, make sure the Shopify Payment Gateway names exist in TradeGecko. If not, you have to create this Payment Method in order for us to capture the Payment Type. You can find this under TradeGecko Settings > Configuration > Payment Methods > New Payment Method. 

 

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Note
This becomes relevant when you have Accounting integration (Xero/QBO). If you do not map Payment Methods accordingly, the Payment Type will be empty and won't be mapped to the Payment Ledger account.

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And the Invoice will sync to XERO/QuickBooks with its Default Payment Ledger account.

In QuickBooks:

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In XERO:

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If you wish to map each Payment Method with specific ledgers, read this article for more information on how to map Payment Ledger accounts with Accounting platforms. (XERO and QuickBooks )

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