Flex Shopify Payments App Installation

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

Click the prompt at the top of the screen to add your payout information.

Navigate to the Flex Shopify Payments App Listing Page and select Install. After selecting install, you will be prompted to the configuration page.

The pixel is used to retrieve cart information throughout the customer’s checkout journey. With this cart information, Flex is able to determine which products are HSA/FSA eligible and which are not.

Flex will sync the products from your Shopify Store and create a corresponding product in Flex. We will also configure a webhook that will listen for any product changes on your Shopify store.

Depending on the number of products in your store, this process may take a few minutes.

Once synced, you can assign HSA/FSA eligibility to your products. Depending on the product, it may qualify as HSA/FSA eligible by being on the Eligible Product List, requiring a prescription, or by issuing a Letter of Medical Necessity.

• If a product is eligible via the Eligible Product List, enter the GTIN corresponding to that product.
• If a product is eligible via Letter of Medical Necessity, you can assign it a corresponding visit type that was provided by your Flex representative.
• If a product is eligible via Prescription, you can select the eligibility type as Prescription or Vision.

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.

Navigate to Settings and select Payments to 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.

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