This guide will walk you through the process of installing and configuring Gale Payments on your Shopify store, enabling HSA/FSA payments for your customers.

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Prerequisites

Before you begin, ensure the following:

  • Shopify Admin Access: You have administrative access to your Shopify store.
  • Gale Payments API Key: You received your API Key during the Gale Payments onboarding process.

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Installation Steps

1

Install the Gale Payments App

  1. Install the Gale HSA & FSA Payments App
  2. Follow the prompts to add the payments app to your store.
2

Enter Store Details and API Key

  1. After installing the app, you will be redirected to Configure Gale Payments App
  2. Enter your Store Name and API Key provided during onboarding.
  1. Save your settings.
  1. Click Return to Shopify.
3

Configure Gale Payments in Shopify

  1. Go to Shopify Admin > Settings > Payments.
  2. Click Add Payment Method.
  3. Select Search by Provider and type “Gale”.
  1. Choose Gale HSA & FSA Payments from the list.
  1. Enable Test Mode and click Activate.
4

Setup Gale Pixel

  1. Go to Shopify Admin > Settings > Customer Events.
  2. Click Add Custom Pixel.
  3. Enter Pixel Name “Gale Pixel”.
  1. Enter Pixel Code Provided during Onboarding and click Connect to save.
  1. Make sure the Pixel status is Connected.
5

Test the Integration

  1. Go to your store and add a product to the cart.
  2. Proceed to checkout and select Gale HSA & FSA Payments as the payment method.
  1. Use one of the Test Cards for the transaction.
  1. Verify the order and payment status in your Shopify Admin to ensure that test transaction is successful.
6

Go Live

  1. Return to the Gale Payments app in your Shopify Admin.
  2. Disable Test Mode in the settings.
  1. Save your changes and you are ready to accept HSA & FSA cards using Gale Payments.

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Resources

Test Cards

Use these cards only when Test Mode is actiavted.

Gale HSA & FSA Eligibility

Install Gale HSA & FSA Eligibility app for onsite product messaging.

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Troubleshooting

  • App Not Visible: Ensure the Gale Payments app is installed and activated in your Shopify Admin.
  • API Key Issues: Double-check your API Key for accuracy.
  • Test Transactions Failing: Confirm you are using valid Test Cards.

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Need Help?

If you encounter any issues, contact our support team at support@withgale.com. We’re here to help!

By completing these steps, your Shopify store is now fully equipped to accept HSA/FSA payments with Gale Payments!

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