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Configuration

When you create a checkout UI extension, an app extension configuration shopify.extension.toml file is automatically generated in your extension's directory.

This guide describes extension targeting, capabilities, metafields, and the settings you can configure in the app extension configuration.


You define properties for your checkout UI extension in the extension configuration file. The shopify.extension.toml file contains the extension's configuration, which includes the extension name, targets, metafields, capabilities, and settings.

When an extension is published to Shopify, the contents of the settings file are pushed alongside the extension.

Tip

You can configure more than one type of extension within a configuration file.

Shopify.extension.toml

api_version = "2023-07"

[[extensions]]
type = "ui_extension"
name = "My checkout extension"
handle = "checkout-ui"

[[extensions.targeting]]
target = "purchase.checkout.block.render"
module = "./Checkout.jsx"

[extensions.capabilities]
network_access = true
block_progress = true
api_access = true

[extensions.capabilities.collect_buyer_consent]
sms_marketing = true
customer_privacy = true

[[extensions.metafields]]
namespace = "my-namespace"
key = "my-key"
[[extensions.metafields]]
namespace = "my-namespace"
key = "my-other-key"

[extensions.settings]
[[extensions.settings.fields]]
key = "field_key"
type = "boolean"
name = "field-name"
[[extensions.settings.fields]]
key = "field_key_2"
type = "number_integer"
name = "field-name-2"

Targets represent where your checkout UI extension will be injected. You may have one or many targets defined in your app extension configuration using the targeting field.

Along with the target, Shopify needs to know which code to execute for it. You specify the path to your code file by using the module property.

Anchor to targets-supporting-a-single-extension-targetSupporting a single extension target

Your code should have a default export if it only supports a single extension target.

Anchor to targets-supporting-multiple-extension-targetsSupporting multiple extension targets

You can support multiple extension targets within a single configuration file. However, you must provide a separate file per extension target using the export default declaration.

Single extension target

# ...

[[extensions.targeting]]
target = "purchase.checkout.block.render"
module = "./Block.jsx"

# ...

Defines the capabilities associated with your extension.

PropertyDescription
api_accessAllows your extension to query the Storefront API.
network_accessAllows your extension make external network calls.
block_progressStates that your extension might block the buyer's progress.
collect_buyer_consentAllows your extension to collect buyer consent for specific policies such as SMS marketing.

Capabilities

shopify.extension.toml

# ...

[extensions.capabilities]
api_access = true
network_access = true
block_progress = true

[extensions.capabilities.collect_buyer_consent]
sms_marketing = true
customer_privacy = true

# ...


Anchor to api-accessStorefront API access

The following section describes the use cases of the api_access capability and the Storefront API access scopes.

Anchor to When to use Storefront API accessWhen to use Storefront API access

API access is used when your extension needs to retrieve data from the Storefront API. For example, you may need to fetch product data, check the product tags on an item in the cart, or convert a product's price to another currency.

Tip

Shopify handles the authentication for all API calls from an extension.

Anchor to Methods for accessing the Storefront APIMethods for accessing the Storefront API

Enabling the api_access capability allows you to use the Standard API query method and the global fetch to retrieve data from the Storefront API without manually managing token aquisition and refresh.

query lets you request a single GraphQL response from the Storefront API.

If you prefer to construct GraphQL requests yourself or you would like to use a full-featured GraphQL client such as Apollo or urql, our custom fetch global automatically appends the required access tokens.

The GraphQL client of your choice shouldn’t use any DOM APIs, as they aren’t available in a checkout UI extension's Web Worker.

Note

Both query and fetch will work for calling the Storefront API with the api_access capability enabled. If you are using fetch to get data external to Shopify, refer to the network_access capability.

Anchor to Storefront API access scopesStorefront API access scopes

Your extensions will have the following unauthenticated access scopes to the Storefront API:

  • unauthenticated_read_product_publications
  • unauthenticated_read_collection_publications
  • unauthenticated_read_product_listings
  • unauthenticated_read_product_tags
  • unauthenticated_read_selling_plans
  • unauthenticated_read_collection_listings
  • unauthenticated_read_metaobjects

Protocol links are an easy way for Shopify to infer the type of request you are trying to make. If you would like to make a request to the Storefront GraphQL API, you can use our Storefront Protocol to infer your Storefront URL and API version.

Enable Storefront API access

shopify.extension.toml

# ...

[extensions.capabilities]
api_access = true

# ...

The following section describes use cases for requesting network access, alternatives to requesting network access, and steps for completing a request for network access.

Caution

If your extension specifies the network_access capability, you must request access in order to publish your extension.

Anchor to When to request network accessWhen to request network access

If you need to get data into checkout that you can't currently get from Shopify, then you should request network access. For example, you might need to fetch additional data to render loyalty points.

Anchor to Alternatives to network accessAlternatives to network access

Instead of fetching data with an external network call, consider retrieving the data from a metafield. Your app may be able to use the Admin API to write metafields on the shop, product, or customer ahead of checkout.

Retrieving data from metafields during checkout is faster since it won't introduce an external network call. This allows you to rely on Shopify for the uptime, scaling, and durability of the data storage.

Anchor to Complete a request for network accessComplete a request for network access

  1. Go to your Partner Dashboard.

  2. Click the name of the app that you want to change.

  3. Click API access.

  4. Under Allow network access in checkout UI extensions, click Allow network access

    Your request is automatically approved and your app is immediately granted the approval scope that's required for your checkout UI extension to make external network calls.

  5. Add network_access = true to the [extensions.capabilities] section of your extension's configuration file.

Anchor to Required CORS headersRequired CORS headers

UI extensions run in a Web Worker but the exact origin they run on may change without notice. When receiving network requests from extensions, your server must support cross-origin resource sharing (CORS) for any origin by always returning this response header:

Access-Control-Allow-Origin: *

Anchor to Security considerationsSecurity considerations

When processing HTTP requests on your API server, you cannot guarantee that your own extension will have made every request. When responding with sensitive data, keep in mind that requests could originate from anywhere on the Internet.

Your extension can pass a session token to your API server but this only guarantees the integrity of its claims. It does not guarantee the request itself originated from Shopify. For example, your API server could trust the session token's sub claim (the customer ID) but it could not trust a ?customer_id= query parameter.

Consider a scenario where your extension retrieves a discount code from your API server and applies it to the checkout. It would not be safe to expose an API endpoint named /get-discount-code if any buyer could make a direct HTTP request and obtain a discount code.

UI extensions can make fetch requests to App Proxy URLs, but there are some differences and limitations related to the security context within which UI extensions run.

UI extension requests made to the App Proxy will execute as CORS requests. See Required CORS headers above for information about requirements related to CORS.

UI extension requests made to the App Proxy will not assign the logged_in_customer_id query parameter. Instead use a session token which provides the sub claim for the logged in customer.

UI extension requests made to the App Proxy of password protected shops is not supported. Extension requests come from a web worker which does not share the same session as the parent window.

The App Proxy doesn't handle all HTTP request methods. Specifically, CONNECT and TRACE are unsupported.

Enable network access

shopify.extension.toml

# ...

[extensions.capabilities]
network_access = true

# ...

The following section describes blocking the buyer's progress through checkout, and how you can detect whether the merchant has allowed it.

Anchor to When to request blocking progressWhen to request blocking progress

If your extension relies on specific input then you might need to block the buyer's progress until they've provided all required information. You can do this with a buyer journey intercept, by returning behavior: 'block'.

For example, for some purchases you need to collect and verify a customer's age. For the order to be valid, you need to verify that an age is set and that it's greater than or equal to a minimum value.

In order to block checkout progress, your extension must have the block_progress capability.

Anchor to Granting the capability to block progressGranting the capability to block progress

Setting block_progress in the shopify.extension.toml file informs merchants that your extension blocks the buyer's progress for invalid orders. Merchants can allow or disallow this capability in the checkout editor.

Note

When running a local extension with the block_progress capability, it will be automatically granted. This simulates a scenario where the merchant has allowed the capability.

Anchor to Detecting the ability to block progressDetecting the ability to block progress

In your extension, look for block_progress in extension.capabilities to see if the merchant has granted the blocking capability.

If the merchant declined the permission for your app to block progress, the behavior: 'block' option in the buyer journey intercept will be treated as behavior: 'allow', and checkout will proceed as normal.

When developing a local extension, you can remove the block_progress capability from your shopify.extension.toml file to simulate a merchant disallowing the capability.

Tip

We recommend having some UI to cover cases where you can't block checkout progress. For example, you might want to show a warning rather than block checkout progress when an order doesn't pass validation.

Enable progress blocking

shopify.extension.toml

# ...

[extensions.capabilities]
block_progress = true

# ...


If your extension utilizes the ConsentCheckbox or ConsentPhoneField components to render a customized UI for collecting buyer consent, you must first declare that capability in your configuration file.

In order to collect buyer consent for SMS marketing, you'll need to specifically declare this intent using sms_marketing = true in your toml configuration. This corresponds to the policy prop for the Consent components.

In order to collect customer privacy consent, you'll need to add customer_privacy = true in your toml configuration. This will let you use our Customer Privacy API.

Collect buyer consent

shopify.extension.toml

# ...

[extensions.capabilities.collect_buyer_consent]
sms_marketing = true
customer_privacy = true

# ...


Defines the metafields that are available to your extension. You retrieve these metafields in your extension by reading appMetafields.

Define the metafields your extension needs using [[extensions.metafields]] and [[extensions.targeting.metafields]].

You can use [[extensions.metafields]] for metafields that your extension always needs, while you can use [[extensions.targeting.metafields]] if you only want to fetch metafields when your extension is placed in a specific extension target.

Tip

You may write to cart metafields by using applyMetafieldsChange with type: "updateCartMetafield".

Anchor to App owned metafieldsApp owned metafields

App owned metafields are supported. You can use app owned metafields when your app needs to control the data and visibility of the metafield.

Your extension can access app owned metafields that are requested in its toml using the $app format. Your extension can only access app owned metafields that belong to its parent app.

Caution

When accessing app owned metafields, you must use the $app format. The fully qualified reserved namespace format such as app--{your-app-id}[--{optional-namespace}] is not supported.

Anchor to Supported resource metafield typesSupported resource metafield types

Supported resource metafield types include:

ResourceDescription
cartThe cart associated with the current checkout.
companyThe company for B2B checkouts.
companyLocationThe company's location for B2B checkouts.
customerThe customer account that is interacting with the current checkout.
productThe products that the customer intends to purchase.
shopThe shop that is associated with the current checkout.
shopUserThe Shop App user that is associated with the current checkout if there is one.
variantThe product variants that the customer intends to purchase.

Other resource metafield types outside of the above list are not supported.

Metafields

# ...

# The metafields for the extension
[[extensions.metafields]]
namespace = "my-namespace"
key = "my-key-1"

[[extensions.metafields]]
namespace = "my-namespace"
key = "my-key-2"

# app owned metafield
[[extensions.metafields]]
namespace = "$app:my-app-owned-namespace"
key = "my-key-3"

[[extensions.targeting]]
target = "purchase.checkout.actions.render-before"
module = "./Actions.jsx"

# For the above target, use these metafields
[[extensions.targeting.metafields]]
namespace = "my-namespace"
key = "my-target-key"

[[extensions.targeting]]
target = "purchase.checkout.shipping-option-item.render-after"
module = "./ShippingOptions.jsx"



The settings for a checkout UI extension define a set of fields that the merchant can set a value for from the checkout editor. You can use validation options to apply additional constraints to the data that the setting can store, such as a minimum or maximum value.

Each settings definition can include up to 20 settings.

Note

All setting inputs are optional. You should code the extension so that it still works if the merchant hasn't set a value for the setting.

The following table describes the properties that you can use to define a setting:

PropertyRequired?DescriptionExample
keyYesThe key of the setting. When a merchant configures a value for this setting, the value will be exposed under this key when running your extension
"banner_title"
typeYesThe type of setting.
"single_line_text_field"
nameYesThe name of the setting. name is displayed to the merchant in the checkout editor.
"Banner title"
descriptionNoThe description of the setting. description is displayed to the merchant in the checkout editor.
"Enter a title for the banner."
validationsNoConstraints on the setting input that Shopify validates.
validations: 
name = "max",
value = "25"

Anchor to Supported setting typesSupported setting types

The setting type determines the type of information that the setting can store. The setting types have built-in validation on the setting input.

Settings can have the following types:

TypeDescriptionExample value
booleanA true or false value.
true
dateA date in ISO 8601 format without a presumed time zone.
2022-02-02
date_timeA date and time in ISO 8601 format without a presumed time zone.
2022-01-01T12:30:00
single_line_text_fieldA single line string.
Canada
multi_line_text_fieldA multi-line string.
Canada
United States
Brazil
Australia
number_integerA whole number in the range of +/-9,007,199,254,740,991.
10
number_decimalA number with decimal places in the range of +/-9,999,999,999,999.999999999.
10.4
variant_referenceA globally-unique identifier (GID) for a product variant.
gid://shopify/ProductVariant/1

Each setting can include validation options. Validation options enable you to apply additional constraints to the data that a setting can store, such as a minimum or maximum value, or a regular expression. The setting's type determines the available validation options.

You can include a validation option for a setting using the validation name and a corresponding value. The appropriate value depends on the setting type to which the validation applies.

The following table outlines the available validation options with supported types for applying constraints to a setting:

Validation optionDescriptionSupported typesExample
Minimum lengthThe minimum length of a text value.
  • single_line_text_field
  • multi_line_text_field
[[extensions.settings.fields.validations]]
name = "min"
value = "8"
Maximum lengthThe maximum length of a text value.
  • single_line_text_field
  • multi_line_text_field
[[extensions.settings.fields.validations]]
name = "max"
value = "25"
Regular expressionA regular expression. Shopify supports RE2.
  • single_line_text_field
  • multi_line_text_field
[[extensions.settings.fields.validations]]
name = "regex"
value = "(@)(.+)$"
ChoicesA list of up to 128 predefined options that limits the values allowed for the metafield.single_line_text_field
[[extensions.settings.fields.validations]]
name = "choices"
value = "[\"red\", \"green\", \"blue\"]"
Minimum dateThe minimum date in ISO 8601 format.date
[[extensions.settings.fields.validations]]
name = "min"
value = "2022-01-01"
Maximum dateThe maximum date in ISO 8601 format.date
[[extensions.settings.fields.validations]]
name = "max"
value = "2022-03-03"
Minimum datetimeThe minimum date and time in ISO 8601 format.date_time
[[extensions.settings.fields.validations]]
name = "min"
value = "2022-03-03T16:30:00"
Maximum datetimeThe maximum date and time in ISO 8601 format.date_time
[[extensions.settings.fields.validations]]
name = "max"
value = "2022-03-03T17:30:00"
Minimum integerThe minimum integer number.number_integer
[[extensions.settings.fields.validations]]
name = "min"
value = "9"
Maximum integerThe maximum integer number.number_integer
[[extensions.settings.fields.validations]]
name = "max"
value = "15"
Minimum decimalThe minimum decimal number.number_decimal
[[extensions.settings.fields.validations]]
name = "min"
value = "0.5"
Maximum decimalThe maximum decimal number.number_decimal
[[extensions.settings.fields.validations]]
name = "max"
value = "1.99"
Maximum precisionThe maximum number of decimal places to store for a decimal number.number_decimal
[[extensions.settings.fields.validations]]
name = "max_precision"
value = "2"

Anchor to example-settings-definitionExample settings definition

The following example shows a settings definition that defines a setting named banner_title of type single_line_text_field. When the merchant sets a value for this setting from the checkout editor, Shopify validates that the provided value is between 5 and 20 characters in length

Learn more about the settings api by completing our custom banners example.

Example settings

shopify.extension.toml

api_version = "2023-07"

[[extensions]]
type = "ui_extension"
name = "My checkout extension"
handle = "checkout-ui"

[extensions.settings]

[[extensions.settings.fields]]
key = "banner_title"
type = "single_line_text_field"
name = "Banner title"
description = "Enter a title for the banner."

[[extensions.settings.fields.validations]]
name = "min"
value = "5"
[[extensions.settings.fields.validations]]
name = "max"
value = "20"

For specific targets, you must provide the URL of assets or pages loaded by UI components within its extension. This allows Shopify to preload them as early as possible and ensure a performant experience for buyers. Currently, the only supported property is chat for the Chat component.

The chat property specifies the URL for the iframe used in this extension target. The URL can be absolute or relative. Relative URLs are resolved against the app URL defined in the app configuration.

For example,

  • if the app URL is https://example.com and chat = "/my-chat-application", the resolved URL will be https://example.com/my-chat-application.
  • if chat = "https://my-chat-application.com", the resolved URL will be https://my-chat-application.com.

Extension target preloads

# ...

[[extensions.targeting]]
target = "purchase.checkout.chat.render"
module = "./Block.jsx"

[extensions.targeting.preloads]
chat = "https://my-chat-application.com"

# ...