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Get started in 2Checkout

Note to user NOTE:  This article is designed to help 2Checkout upgraded merchants get started in their new Admin Area. 

Overview

Learn how to get started with 2Checkout 2.0 fast and easy, and how to get the most advantages from the new functionalities. Among others, your new platform is designed to help you:

  • Provide a more satisfying shopping experience to your customers, via modern cart templates.
  • Grow your revenue by using marketing tools that act as strong buying incentives.
  • Use multi-dimensional reports to accurately track your account performance.

What's new in 2Checkout 

Your new platform comes equipped with a wide area of functionalities that can help you increase your business while providing a better checkout experience to your customers.

Customer myAccount

2Checkout is helping you deliver an improved customer experience, by launching a portal for your customers. Your end-users can use their 2Checkout myAccount to manage their orders/subscriptions, check their past transactions, update their payment and customer information or to contact the Buyer Support team.

The new customer portal is available out of the box for customers that place orders for your products.

Learn more about the customer myAccount.

Advanced localization tools

When is the last time you have sold a product in a new market? The new 2Checkout platform is designed to help you overcome the regular difficulties of the localization efforts.

There are over 130 transactional currencies that you can use to display the right price for each market, and 33 languages that will make the shopping experience as natural as possible. The checkout process will turn into an effortless process as our systems will use IP geo-location to determine customer's country and show the right language and price content based on their location.

ENHANCED REPORTING AREA

Getting accurate and granular reports has never been easier in 2Checkout. Follow your most important business metrics and retrieve the information you need in various formats, or have it send regularly to your email address. The new reporting area allows you to track your most performing products, the markets that are bringing you the biggest share of your revenue, or the profitability of your marketing campaigns.

Learn more about your reporting capabilities.

TOP NOTCH SUPPORT

With the new 2Checkout platform, we are introducing a dedicated team that works on solving every inquiry you have, via email (24 x 7) and Live Chat (24 x 5). Your customers also benefit from a faster resolution time on their payment inquiries from our Buyer Support team that provides phone and email assistance in 10 languages and works on a 24/7 schedule.

How do I get help?

2Checkout - How does the upgrade affect you?

We know you're excited about the new platform, and must have lots of questions about the changes brought over by the upgrade process.

We're ready to answer any questions you may have regarding your new Admin Area and your previous account settings. 

Buy links and ordering capabilities

Your current buy buttons continue to work as before. Your integration with third-party shopping cart applications, such as Shopify or WooCommerce, is not affected by the upgrade process, and you can continue using connectors for delivering a high quality shopping experience to your customers.

The platform upgrade brings you ConvertPlus, a cart template designed to help you sell better, globally. ConvertPlus simplifies the payment process for your customers, while providing a localized experience through +30 languages available in cart.

ConvertPlus is fully customizable via Cart Editor, a modern visual interface that allows you to personalize the payment experience for your customers.

Want to learn more about ConvertPlus?

Historical data AND current renewals

All your historical data (orders/transactions) can be found in your new 2Checkout Admin Area. You have full access to your existing information in the new Reporting area.

Your existing renewal orders will be re-charged according to the setup you have in place on your account. They will be marked accordingly in your new Admin Area as soon as they are renewed.

Want to learn more about your reporting area?

account setup

Your existing user credentials can be used for logging into your new 2Checkout Admin Area.

There is no additional change required for you before accessing your new account. The user roles defined in the previous Admin Area continue to apply. As the new Admin Area contains additional sections that allow you to access new functionalities, you can create new roles that restrict or expand the access rights of your users.

Want to learn more about account setup?

INSTANT Notifications service

Your Instant Notification Service configuration is not affected by the upgrade process. You will continue to receive the same level of information (parameters), based on the same event triggers. As the structure of the INS remains unchanged, we have added new improvements on the overall systems, such as:

  • You can now add multiple endpoints that receive the notifications, in case you have more than one system which needs to receive the information.
  • You can now customize the parameters sent as part of the Instant Notification Service, in case you don't need to receive all the parameters from the notification.

Want to learn more about your Instant Notifications Service?

PAYOUT DETAILS

Your current payout settings are not affected by the upgrade process.

You can continue to use the same bank account, PayPal account or Payoneer details to receive your funds at the end of the billing period. The frequency with which we issue your payments has not changed, and no fees have been introduced.

API integration

We know how important APIs are for your daily activities. Your API integration is not affected by the upgrade process, and you can continue using the same methods for placing orders, retrieving sales, or for other administrative purposes (creating products, price options, coupons). 

Your new platform contains extended API functionalities, that allow you to automate additional tasks and processes from your systems. To use the new API version, you need to use a different authentication flow.

Want to learn more about API upgrade?

Learning resources

  1. The Knowledge Center is always at your disposal. Click the Help icon to access it from your account.
  2. Extra guidance is also available through a collection of highly interactive tutorials offered in the context of your account. Access them through the ‘Need Help?’ widget on the right hand side of the screen. Just think of the walkthroughs as using a GPS for your account.
  3. We also offer live tech support. Submit tickets or chat with members of the Technical Support Team to get answers to your questions. 

How to get help?

2Checkout has dedicated teams that can help you with your financial, technical or order related questions. Check here the full list of teams that are ready to provide support to your inquiries.