Reconcile Shopify Transactions

You can get the transaction ID generated by PayU for Shopify orders using the following steps or any of the following methods:

1. Get Shopify Transaction ID from Shopify Dashboard
2. Get Shopify Transaction ID from PayU
3. Reconcile the Shopify Transaction

Step 1: Get Shopify Transaction ID from Shopify Dashboard

In Bulk using Excel Exported

You can export orders along with their transaction histories or you can export only the transaction histories of your orders. After you export to CSV, the Payment Reference column contains the transaction ID that is generated by PayU.

To export orders on Shopify:

1. Navigate to Shopify Home Page and select Orders from the navigation pane.

2. Navigate to the orders using filters for which you wish get the transaction details.

3. Click Export.

   The Export orders page is displayed.

4. Retain the default settings on the Export orders page.
5. Click Export orders to download the transactions listed on the page.
6. Open the CSV and navigate to the Payment Reference column.

Individual Order Details

You can get the PayU ID from the transaction details for an order and further you can use the Verify Payment Status (verify_payment) API to get the transaction ID for the given PayU ID. For more information, refer to Verify Payment API.

To get the PayU ID from the transaction details for an order:

1. Navigate to Shopify Home Page and select Orders from the navigation pane.

2. Navigate to the order using filters for which you wish get the transaction details.
3. Click on the order for which you wish to view the details.

4. Scroll down to get the transaction ID.
5. Get the transaction ID for the given PayU ID using the Verify Payment Status API. For more information, refer to Verify Payment API.

Step 2: Get Shopify Transaction ID from PayU

Using PayU API

You can get the transaction details for a given date range using any of the following APIs:

• The Get Transaction Info (get_transaction_info) API. For more information, refer to Get Transaction Info API
• The Get Transaction Details (get_Transaction_Details) API. For more information, refer to Get Transaction Details API

In Bulk using Excel Exported from PayU Dashboard

To get the transaction details from PayU dashboard:

1. Log into PayU dashboard with valid credentials.
2. Navigate to the Transactions page from the left pane of the dashboard home page.

3. In the Transaction Records Tab, select Transactions.
4. Click the Download dropdown and select the format (example, csv, xlsx) in which you want to download the report.

5. Click Download Report once the report file is successfully generated.

6. Open the downloaded report file to check the txnid (transaction id) in the second column.

Individual Transaction Details from PayU Dashboard

To get the transaction details from PayU dashboard:

1. Log into PayU dashboard with valid credentials.
2. Navigate to the Transactions page from the left pane of the dashboard home page.
3. Search for the transaction by filtering the transaction by date or merchant.

4. Click the transaction ID in the Transaction Id column for which you wish to view the transaction details.
5. Scroll down to bottom of the transaction details page.

Step 3: Reconcile the Shopify Transaction

You need to map Shopify transaction IDs with the Merchant Ref ID in PayU to reconcile. You may reconcile the transaction using vLookup from the Excel sheets obtained using the following procedures in this section:

• In Bulk using Excel Exported
• In Bulk using Excel Exported from PayU Dashboard