Skip to main content
Follow the steps below to set up your Flex account and configure your Shopify store.

​
Installation guide

1

Create an account with Flex

Navigate to the registration page to create an account. If you already have an account, you can log in here.
2

Add payout information

Click the prompt at the top of the screen to add your payout information.
If you do not have a Stripe account, you can create one.
3

Connect your Shopify store from Flex

In the Flex dashboard, navigate to Settings → Integrations → Shopify.Enter your Shopify store subdomain (e.g., your-store for your-store.myshopify.com) and click Connect.You’ll be redirected to Shopify Admin to approve the Flex app’s permissions.Once approved, Shopify sends you back to Flex. The pixel installs automatically and product sync begins.
Product sync can take several minutes or longer depending on the number of products in your store. You can leave the page — sync continues in the background and the dashboard updates when it’s done.
When sync completes, your store shows as Connected and is ready to use.
If the Connect button doesn’t open Shopify Admin, see Installing manually from the Shopify App Store below.
4

Sync products & eligibility

Flex syncs the products from your Shopify Store and creates a corresponding product in Flex. We also configure a webhook that listens for any product changes on your Shopify store.Once synced, Flex will automatically determine HSA/FSA eligibility for all products using an intelligent multi-stage pipeline and categorize products into the following eligibility types:
TypeDescription
auto_substantiationProduct is automatically eligible (found in eligible product databases or verified as medical product)
letter_of_medical_necessityProduct may be eligible with a letter from a medical professional
prescriptionPrescription-required items
visionVision correction products
not_eligibleProduct is not HSA/FSA eligible
5

Configure Flex as a payment gateway on your store

In Shopify Admin, navigate to Settings → Payments and verify that “Pay with Flex” is set to ‘Active’.If you do not see “Pay with Flex,” select Add payment method and search for Flex.
6

Confirm Flex checkout functionality

Navigate to Settings and select Customer Events to verify the Flex Pixel status is ‘Connected’.Verify the checkout is working by adding a product to the cart and selecting ‘Pay with HSA/FSA’ at checkout. You should be redirected to the Flex Checkout to enter payment details.
7

You're all set!

You have successfully installed the Flex Shopify Payments App and enabled Flex Shopify Payments on your store.

​
Installing manually from the Shopify App Store

If the Connect button in step 3 doesn’t open Shopify Admin, or you run into errors during the automatic install, you can install the Flex app directly from the Shopify App Store.
1

Open the Flex Shopify Payments App listing

Navigate to the Flex Shopify Payments App listing and click Install.
2

Approve the requested permissions

Approve the requested permissions when prompted.
3

Return to the Flex dashboard

After install completes, you should be automatically redirected to the Flex dashboard at Settings → Integrations → Shopify. Your store should now appear as Connected. Product sync will start automatically.
If you still don’t see your store as Connected after a manual install, contact support@withflex.com.