Getting started

This guide walks you through installing IdLayer on your Shopify store, running your first test verification, and reviewing the result in the Admin dashboard.

Prerequisites

Before you start, make sure you have:

  • A Shopify store on a plan that supports Checkout UI Extensions (Shopify, Advanced, or Plus)
  • Admin access to your store
  • A Shopify checkout (not a custom storefront checkout)

1. Install from the Shopify App Store

  1. Open the IdLayer listing on the Shopify App Store.
  2. Click Add app.
  3. You'll be taken through the OAuth permissions screen — review the requested scopes and click Install app.
  4. After install you land directly on the IdLayer Admin home. No manual configuration is needed at this stage.

The app requires write_customers to tag verified customers, and read_checkouts for the Checkout UI Extension to function correctly.

2. Activate the Checkout UI Extension

IdLayer's verification prompt is delivered via a Checkout UI Extension. It is activated automatically on install, but you can verify it is live:

  1. In your Shopify Admin go to Settings → Checkout.
  2. Scroll to Checkout extensions and confirm you see the IdLayer extension listed as active.
  3. Use the Customise button to preview how the verification prompt appears at checkout.

3. Run a test verification

The quickest way to confirm everything is working is to go through the checkout yourself:

  1. Add any product to your cart and proceed to checkout.
  2. Enter your email address in the contact field.
  3. The IdLayer verification banner will appear — click Start verification.
  4. A new tab opens with the verification UI. Complete the steps (you can use a test document if Didit's test mode is enabled for your account).
  5. Return to checkout. Within a few seconds the banner will update to show a verified state and the payment step will unlock.

4. Review the session in Admin

After your test verification completes:

  1. Open the Shopify Admin and navigate to Apps → IdLayer.
  2. You will see your test session in the Verifications list with a success status badge.
  3. Click the session to open the detail view. You'll find:
    • The customer's email and Shopify customer link (if an account was created)
    • Verification images (ID front, back, selfie) in a gallery with download
    • The full raw decision payload from the verification provider
    • The Approve and Decline buttons (enabled when status is pending or in_progress)

5. Understanding session statuses

StatusMeaning
pendingSession created; customer has not yet completed verification
in_progressCustomer opened the verification URL
successVerification passed; checkout unlocked
failureVerification failed or was declined

Merchants can manually override any session to success or failure using the Approve / Decline controls in the detail view.

6. Customer tagging

When a customer creates a Shopify account within 5 minutes of a successful verification, IdLayer automatically tags them with idlayer:verified. You can use this tag in:

  • Shopify customer segments
  • Shopify Flow automations
  • Discount conditions or gated product collections

Next steps

  • Review your verification settings in the Didit dashboard to configure which document types and verification flows are accepted.
  • Set up a customer segment in Shopify Admin using the idlayer:verified tag for post-verification marketing.
  • Contact [email protected] if you need help enabling specific verification types for your store.