Shopify

This guide will walk you through the process of installing and configuring Gale on your Shopify store, enabling HSA/FSA payments for your customers. It covers both the Gale HSA & FSA Eligibility app, which determines which of your products qualify, and the Gale Payments app, which accepts the payment at checkout.

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Prerequisites

Before you begin, ensure the following:

• Shopify Admin Access: You have administrative access to your Shopify store.
• API Key: You can generate your API Key in your Gale Dashboard.

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Installation Steps

1. Install Gale Eligibility App

   1. Install Gale HSA & FSA Eligibility app.

      
2. Configure Eligibility API Credentials

   1. Go to Shopify Admin > Open Gale HSA & FSA Eligibility App

   2. Click Configure API Key

      

   3. Enter Gale API Key provided during onboarding process and Click Save .

      
3. Add GTIN/UPC Codes to Products

   1. Click Go to Products Edit Page → and enter GTIN/UPC Code in the Barcode (ISBN, UPC, GTIN, etc.) field.

   You only need to enter GTIN/UPC codes if you are SIGIS approved and using IIAS.
   If you’re using the LMN (Letter of Medical Necessity) flow, this step is not required. Please reach out to support for more questions.

   

   Repeat the same process for all HSA/FSA Eligible products and add GTIN/UPC Codes.

4. Sync Products

   1. Open Gale HSA & FSA Eligibility App in store admin.

      

   Click Go to Sync Products > and Hit Sync Products Button so start product sync process.

   

   To display HSA/FSA eligibility messaging on your product pages, add the eligibility widget to your theme — see Onsite Messaging.

5. Install the Gale Payments App

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

   
6. 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.
7. Configure Gale Payments in Shopify

   1. Go to Shopify Admin > Settings > Payments.
   2. Click Add Payment Method.
   3. Select Search by Provider and type “hsa”.

   

   1. Choose Pay with HSA/FSA from the list.

   

   1. Enable Test Mode and click Activate.
8. Setup Gale Pixel

   1. Go to Shopify Admin > Settings > Customer Events.
   2. Click Add Custom Pixel.
   3. Enter Pixel Name “Gale Pixel”.

   

   1. Enter the following Pixel Code and click Connect to save.
      analytics.subscribe('payment_info_submitted', (event) => {
        const checkout = event.data.checkout;
        const payload = event.data.checkout;
        fetch('https://checkoutv1.withgale.com/app/order_information', {
          method: 'POST',
          body: JSON.stringify(payload),
          keepalive: true,
        });
      });
      
      In the Customer privacy section, configure the settings as follows:
      1. Permission
         • Select Not required
      2. Data sale
         • Select Data collected does not qualify as data sale

   

   1. Make sure the Pixel status is Connected.
9. Test the Integration

   1. Go to your store and add a product to the cart.
   2. Proceed to checkout and select Pay with FSA/HSA 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.
10. 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 enabled.

Onsite Messaging

Add the HSA/FSA Eligibility widget to your theme 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.
• Product not Eligible: Ensure that you have added correct GTIN/UPC Codes for relevant products and have synced products after doing so.

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Need Help?

If you encounter any issues, contact our support team at [e-mail]. We’re here to help!

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