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SETUP GUIDE

Reconciliation Setup Guide

Create a custom Shopify app and connect it for full reconciliation visibility Using UnumPay.

This document covers the complete process of setting up reconciliation reports with UnumPay by creating a custom Shopify app from the Dev Dashboard and installing it on your store.

Prerequisites

  • Access to Shopify Admin
  • Staff account with App development > Develop permission
  • Or store owner access
1

Part 1: Create the App

Step 1

Navigate to Dev Dashboard

Follow this path in Shopify Admin:

Shopify Admin→Settings→Apps→Develop apps→Build apps in Dev Dashboard→Create app
Step 2

Configure the App

Under Start from Dev Dashboard:

  1. Enter your app name
  2. Click Create
Step 3

Configure App Settings

In the app settings configure the following:

URLs Section

App URL:

https://shopify.dev/apps/default-app-home

(use default if app is not embedded in admin)

Webhooks Section

Select a Webhooks API version, e.g.:

2024-01

Access Section

Enter your required API scopes, e.g.:

read_orders, write_fulfillments, read_locations
Step 4

Release the Version

Click Release to publish your app version.

2

Part 2: Install the App on Your Store

Step 1

Install via Dev Dashboard

  1. In the Dev Dashboard go to your app
  2. Click the Installs section
  3. Click Install app
  4. Select your store (Your Store Name)
  5. Click Install

Share This With UnumPay

Once your app is created and installed, share the following credentials with UnumPay to complete the reconciliation setup:

client_id
client_secret

Send these to unumpay@devsinc.com or share them through your designated UnumPay onboarding contact.