How to set up CollabPay – Beginner’s Guide

1. Install CollabPay

Install CollabPay on your Shopify store and choose a plan. You will get a 7-day free trial with CollabPay.

2. Invite Collaborators

Now your next step is to invite Collaborators to join your store and connect to products. To invite a Collaborator:

a. Go to the CollabPay app

Simply go to your Shopify dashboard > go to the “Apps” page > click on “CollabPay“

b. Go to the “Collaborators” page & click the “Invite collaborator” button

c. Enter the Collaborator name & email

Once you have entered the details, click “Save“.

An email will be sent to the Collaborator informing them of their invitation. This will allow them to open their own account where they can see all of their orders & earnings.

c. Connect them to products

First, you will need to select products to attach them to. Click the “Connect to products” button in the “Products” section.

d. Select their earnings

Next, You will need to type 2 or 3 letters to show some products in the search results drop-down. Select the products/variants you want the collaborator to earn on.

Now, you will need to choose whether you want to use:

• Percentage
• Flat fee

Once you have decided on the earning amount, click “Save” and follow the next step.

e. The products will be connected with the chosen earnings

3. Set up your automatic payouts

The next step is to set up your payout integration. Currently, we only have PayPal Payouts as an option, but Stripe is coming soon. You will need to contact PayPal and request access to the Payouts API.

You can learn how to contact PayPal and set it up here.

While you wait for PayPal to give you access, leave CollabPay installed and it will calculate all of your Collaborators earnings. It won’t pay out any money until you get access to PayPay Payouts.

How does it work?

CollabPay connects with PayPal via API keys. This allows CollabPay to automatically pay the earnings from your PayPal account, directly to the Collaborators PayPal account.

CollabPay does not take any commissions, it only initiates the transaction from you to the Collaborator.

Go to Settings > Payouts

Here, you can set up your PayPal keys. This will connect your PayPal to CollabPay and allow CollabPay to automatically payout on your behalf.

Inform your Collaborators to add their PayPal payment address

Your Collaborator can log into their CollabPay account to add their PayPal email address that they will be paid to. They can do it by:

1. Login into PayPal
2. Go to “Settings“
3. Go to “Account“
4. Enter their PayPal email address into the “Payouts will be sent to this Paypal account” section

4. Sit back and relax

Now you can sit back and relax. CollabPay will calculate all the earnings and automatically pay them to the Collaborators if you have set them up for automatic payouts.

If you get stuck with anything, please contact us and we will get back to you ASAP.