Set up Flex Account and Configure WooCommerce Store

Follow the steps below to set up your Flex account and configure your WooCommerce store.

1. Create an account with Flex

Navigate to the registration page to create an account. If you already have an account, you can log in to Flex Dashboard

2. Add payout information

Click the prompt at the top of the screen to add your payout information.

If you do not have a Stripe account, you can create one.

3. Install the Flex plugin

Within your WooCommerce store, navigate to Plugins → Add Plugin which is located at /wp-admin/plugin-install.php, then search for Flex HSA/FSA Payments.
Click “Install Now”, then “Activate”.

Installing from the WordPress.org plugin directory means your store receives plugin updates automatically. We ship fixes regularly, so we strongly recommend this route over a manual upload.

Installing manually instead

If your store cannot reach the WordPress.org plugin directory, you can upload the plugin by hand. Note that manually uploaded plugins do not auto-update, so you will need to repeat these steps for every release.
Download the pay-with-flex.X.X.X.zip file from the latest release.
On the Add Plugin screen, click “Upload Plugin”.
Attach the zip file you downloaded, then click “Install Now” and follow the steps to install and activate the plugin.

4. Navigate to payments in WooCommerce

Within your WooCommerce store, navigate to WooCommerce → Settings → Payments which is located at /wp-admin/admin.php?page=wc-settings&tab=checkout.

5. Manage Flex settings

Click “Manage” on the Flex payment gateway which will bring you to /wp-admin/admin.php?page=wc-settings&tab=checkout&section=flex

6. Navigate to API keys

Click the “Flex Dashboard” link which will bring you to the API Keys page.

7. Create a new API key

Create a new API Key by clicking “New API Key” you may name it whatever you would like.

8. Copy token

Copy the created API Key Token and return to the Flex Settings in WooCommerce.

9. Enable Flex

Select “Enable Flex” and add the API Key in the box provided. Click “Save changes.”

You have successfully installed and enabled the Flex for WooCommerce plugin! Products & Prices will begin syncing in the background. You may check the sync status by navigating to WooCommerce → Status → Scheduled Actions → Pending which is located at /wp-admin/admin.php?page=wc-status&tab=action-scheduler&status=pending