System Integration and Automation
Integrate necessary third-party tools to achieve business automation, improve operational efficiency, and build an efficient cross-border e-commerce operation system.
Account Integration Checklist
Ensure all accounts are correctly connected and configured for seamless collaboration between systems.
Account Configuration Steps
1
Create Accounts - Register business accounts on various platforms as per earlier preparation
2
KYC Verification - Complete identity verification and business qualification review
3
Account Binding - Connect Shopify store with payment platforms
4
Feature Configuration - Set up automatic withdrawal, exchange rate monitoring, etc.
5
Testing Verification - Small amount tests to ensure normal operation
Payment Account Configuration Points
Shopify Payments
Configuration: Apply for Shop Pay directly in Shopify admin
Required Materials: Business license, ID proof, bank account info
Note: Ensure business license info matches application info exactly
Required Materials: Business license, ID proof, bank account info
Note: Ensure business license info matches application info exactly
PayPal Business Account
Application: Apply for business account on PayPal website
Review Time: Usually 1-3 business days
Account Link: Add PayPal email in Shopify payment settings
Review Time: Usually 1-3 business days
Account Link: Add PayPal email in Shopify payment settings
Credit Card Processing
Configure credit card payments through Shopify Payments or third-party gateways
Other Payment Methods
Choose localized payment methods based on target markets to improve conversion
Settlement Platform KYC Verification Preparation
- WorldFirst/Airwallex - Need to complete KYC verification, upload business license and ID
- Domestic Bank Account - Bind enterprise or personal bank account for withdrawal
- Fund Flow Test - Recommend small test transfers first to familiarize with the process
- Exchange Rate Monitor - Set alerts for favorable exchange rates for settlement
System Testing and Verification
Full process testing to ensure normal system operation and avoid fund issues during formal operation.
Payment Process Testing Points
Order to Payment Test
Simulate Order: Complete a full order flow using a test account
Payment Verification: Confirm payment success, check order status update
Email Confirmation: Verify order confirmation emails and receipts are sent
Payment Verification: Confirm payment success, check order status update
Email Confirmation: Verify order confirmation emails and receipts are sent
Fund Arrival Confirmation
Admin View: Check order status and collection status in Shopify admin
Payment Platform: Check balance changes in third-party payment platform
Record Comparison: Verify order amount matches arrival amount
Payment Platform: Check balance changes in third-party payment platform
Record Comparison: Verify order amount matches arrival amount
Fund Flow Testing Checklist
- Confirm Shopify Collection - Check if order payments successfully enter Shopify account
- Verify Third-Party Transfer - Test withdrawal function from Shopify to payment platform
- Test Settlement Platform - Confirm payment platform's foreign exchange settlement process
- Confirm Domestic Account Arrival - Verify final funds reach domestic bank account
Pre-Launch Checklist
- All payment methods configured and tested successfully
- Payment platform KYC verification completed
- Automatic withdrawal function configured
- Exchange rate monitoring alerts set up
- Backup collection accounts configured