In this guide, we'll go through the setup of your first custom checkout instance in Simplified Checkout.
We'll start with the setup wizard to help you understand the process. After your first checkout is live, this widget will no longer be needed and removed from your dashboard.
If you need help with setting up your CRM, please follow these guides:
Vrio: https://docs.vrio.com/
Once ready, you can proceed with the setup wizard in Simplified Checkout.
New User Dashboard
You'll be presented with the following dashboard the first time you log into Simplified Checkout.
Click Get Started under the Launching Your First Instance dashboard widget.
Starting the Step-By-Step Wizard
The wizard is split into three sections leading to the main instance settings and customization area.
Connecting your domain
Integrating your CRM provider or payment processor
Configuring your instance with Sh*pify
Step 1: Domain
Enter the domain you want to use for your instance in the Domain Name field.
You must enter a domain that is not currently in use.
A staging URL will be automatically generated for you to test your instance with while your DNS propagates (if you choose to do so).
Additional domains can be added from System > Domains
In this important step, you'll need to configure your DNS so Simplified Checkout can connect with your domain and deploy your checkout.
Cloudflare (Recommended): We will automatically configure your DNS with Cloudflare (unless the "Do Not Update DNS Records" option is checked)
Manual: You'll need to add the following DNS record in your preferred DNS provider (Namecheap, Google Cloud DNS, AWS Cloudfront, etc.)
Type: CNAME
Value: sandbox-lb-917002419.us-east-1.elb.amazonaws.com
If you've chosen Cloudflare, you'll need to add your Cloudflare API Token.
You can find/create an API Token from Cloudflare by going to My Profile > API Tokens.
Click Create Token and use the Edit Zone DNS template.
Under Zone Resources select the domain you're connecting with Simplified Checkout. Then click the Continue to summary button.
Click Create Token and copy your API Token into Simplified Checkout.
Now you've added your API Token, you have the option to check Do Not Update DNS Records if you do not want our system to automatically point your domain's DNS to our servers.
When you're ready to launch your checkout, uncheck this to proceed with DNS pointing or manually add the record yourself.
If you're having trouble adding a domain to Cloudflare, please follow this guide.
Next, you can choose whether you want to use our built-in SMTP or your own. By default, we activate our built-in SMTP.
You’ll need to set up your own SMTP to use custom autoresponders in Simplified Checkout, rather than CRM autoresponders.
Click Continue to Integrations once you're done.
Step 2: Integrations
Select the main integration you want to connect with your first checkout.
Additional integrations can be added from System > Integrations.
Integrating with Sticky.io
To get your Sticky.io API credentials, go to Settings > Accounts & Permissions from your Sticky.io dashboard.
Then click on the API Accounts tab, and under Action select Add API User. Once you fill out the form and save it.
Copy and paste your API Username and Password into Simplified Checkout.
The API Endpoint is your login Sticky.io account login URL.
To ensure Simplified Checkout has proper access to Sticky.io, click the Permissions icon.
Then select Enable All permissions in each section.
Now you can go back to Simplified Checkout and click Next.
Integrating with Vrio
To get your Vrio API credentials, go to Settings from your Vrio dashboard, then click on Permissions > Users.
From the top right corner, click Add User and fill out the form.
In the "Group" field make sure to select Admin.
In the "User Type" field select Vrio API.
Once you're done, click Submit and select your newly created user from the list.
Double-click to select and copy the long API Key into Simplified Checkout.
Your Connection ID should be set to 1.
If you want to see your Connection ID in Vrio, go to Settings > Configuration
Scroll down to the bottom and click View All.
From the Simplified Checkout wizard, click Next to continue to the next section.
Step 3: Instance
Next, select the Instance Type. Currently, only Standard Checkout is available.
If you want early access to our upcoming features, sign up from our website
On the next page, select your Traffic Source. This is the platform your customers will start from before checking out via Simplified Checkout.
You also have the option to send processed orders to an external order fulfillment platform. (Coming soon!)
Simplified Checkout currently supports Sh*pify stores only. We will be adding support for WooCommerce, BigCommerce, and very soon!
Connecting Your Ecommerce Store
Enter your Sh*pify Store Name and Store URL.
If you have changed your Sh*pify store URL, please enter the default URL from when you first created your store!
You can find this under Settings > Domains in your Sh*pify admin.
For Inventory Management choose how you want to handle Sh*pify's inventory policies.
Bypass: Does not update inventory
Decrement Ignoring Policy: Updates the stock in Shopify, and ignore the product settings.
Decrement Obeying Policy: Update the stock in Shopify, only when the product settings permit.
For Price Management choose whether to follow your store or CRM pricing.
Creating a custom app
To connect Simplified Checkout with your Sh*pify store, you'll need to create a custom app.
Starting from your Sh*pify Admin dashboard, navigate to Apps > App and sales channel settings > Develop apps
You will need to click Allow custom app development
Then click Create an app and fill out the popup with the following information:
App name: Simplified Checkout
App developer: (select an account tied to your Sh*pify store with permission to develop apps)
Setting Admin API scores
Next, you’ll need to configure your admin API scopes for Simplified Checkout to connect with your Sh*pify store.
From the overview tab of your newly created app, click Configure Admin API scopes.
Please ensure the following permissions are checked
✓ write_products
✓ read_products
✓ write_customers
✓ read_customers
✓ write_discounts
✓ read_discounts
✓ write_fulfillments
✓ read_fulfillments
✓ write_inventory
✓ read_inventory
✓ write_orders
✓ read_orders
✓ write_themes
✓ read_themes
Once you have configured the API scopes, click Next in Simplified Checkout.
Adding API Key & Token
Now you’ll need to enter the API token from your newly created custom app.
From the overview section of your newly created app, go to the API credentials tab and click Install app.
Once you've installed the app, click Reveal token once to copy the API token and paste it into the API Token field in Simplified Checkout.
Checkout Linking
In this final step, we'll connect Simplified Checkout with your e-commerce store!
Choose how you want to connect your checkout.
Direct Link: Through our Direct Checkout Link extension, you can generate direct checkout links for each of your products.
Redirect Checkout: By adding a small script to your Sh*pify theme code, when your customers click on the checkout button, they will be redirected to your custom Simplified Checkout.
In this example, we'll be using the Redirect Checkout method.
From your Sh*pify Admin, go to Online Store > Themes and click Edit code from the three-dot menu.
Search for footer.liquid and click on this file
Head back to the Simplified Checkout setup wizard and click Copy Script.
Please note that this script is uniquely generated for your instance.
Then paste it within the <footer> tag in the Sh*pify footer.liquid theme file.
Lastly, click Save and you're good to go!
Tip: You can modify your store settings anytime by navigating to Instances, followed by clicking the 
gear icon on any instance you want to configure.
Back in Simplified Checkout, click Connect My Store to complete the initial setup.
You'll land in the checkout instances area where you can start customizing your new checkout! In the next article, we'll cover the Instance Settings area.
Start Customization
After creating your instance for the first time, you’ll be presented with this screen.
Click Select Theme
You’ll be presented with the themes panel. You can pick one of the predefined themes or select New Blank Theme. We recommend selecting a theme for your first checkout test to keep it simple.
Tip: You can hover on any card to preview a theme before confirming your choice!
From there, you’ll be presented with the flowboard screen. You can configure the rest of the steps in the order you wish.
We’ve listed some more articles associated in the order we recommend. However, it is possible to configure it in the order you want, though some settings require certain steps to be configured first.