Integration
WooCommerce
Installation

Flex for WooCommerce Installation

Follow the steps below to set up your Flex account and configure your WooCommerce store.

Create an account with Flex

Navigate to the registration page (opens in a new tab) to create an account. If you already have an account, you can log in (opens in a new tab) to Flex Dashboard (opens in a new tab)

Screenshot of Flex account registration

Add Payout Information

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

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If you do not have a Stripe account, you can create one (opens in a new tab).

Screenshot of the Flex dashboard with a payment information alert

Navigate to Add Plugin in WordPress

Within your WooCommerce store, navigate to Plugins → Add Plugin which is located at /wp-admin/plugin-install.php.

Screenshot of WordPress Add Plugins admin page

Search & Install

Search for flex hsa which is located at /wp-admin/plugin-install.php?s=flex%2520hsa&tab=search&type=term

Screenshot of WordPress Add Plugins admin page with the Flex plugin as the only search result

Click "Install Now" and follow the steps to install and activate the plugin.

Navigate to Payments in WooCommerce

Within your WooCommerce store, navigate to WooCommerce → Settings → Payments which is located at /wp-admin/admin.php?page=wc-settings&tab=checkout.

Screenshot of WooCommerce Payments admin page

Manage Flex Settings

Click "Manage" on the Flex payment gateway which will bring you to /wp-admin/admin.php?page=wc-settings&tab=checkout&section=flex

Screenshot of Flex for WooCommerce settings admin page

Navigate to API Keys

Click the "Flex Dashboard" link which will bring you to the API Keys (opens in a new tab) page.

Screenshot of Flex Dashboard API Keys page

Create a new API Key

Create a new API Key by clicking "New API Key" you may name it whatever you would like.

Screenshot of Flex Dashboard API Keys create modal

Copy Token

Copy the created API Key Token and return to the Flex Settings in WooCommerce

Screenshot of Flex Dashboard API Keys page with a API Key created for WooCommerce

Enable Flex

Select "Enable Flex" and add the API Key in the box provided. Click "Save changes."

Screenshot of Flex for WooCommerce settings admin page with Enabled checked an API Key provided.

You have successfully installed and enabled the Flex for WooCommerce plugin!

Products & Prices will begin syncing in the background. You may check the status of the sync by navigating to WooCommerce → Status → Scheduled Actions → Pending which is located at /wp-admin/admin.php?page=wc-status&tab=action-scheduler&status=pending

Screenshot of WooCommerce Schedule Actions admin page