Update cart attributes and notes

From the cart page, you can pass cart attributes and notes with subscription orders. This is useful if you need to collect additional information from your customers, such as order instructions or whether an item should be gift wrapped. After checkout, this information is saved in the customer's account in Recharge and included in future orders. This guide outlines how to make changes to the cart attributes or notes on a customer's subscription.

Before you start

• Only store admin can make changes to the cart attribute and notes on a subscription. If you would like to give your customers the ability to make these changes, you will need to use the Recharge API. 
• For more information on creating a cart attribute via Shopify, visit Use cart attributes to collect more information 
• To enable order notes via Shopify, visit Enable order notes on your cart page 
• On BigCommerce, order notes can be enabled in the checkout settings.

Update cart attributes or notes

1. In the merchant portal under Customers, search and select the desired customer.
2. Click the ellipsis on the desired address and select View order note & attributes.
   
3. On the pop-up modal, click Edit for either order attributes or order note. 
   
4. Once you are finished, click Save and close the pop-up modal.

When the order is submitted to your ecommerce platform, you will find the adjustments in the Notes or Additional Details sections.

Update cart attributes in bulk

The Recharge Support team can assist with updating 50 or more cart attributes in bulk. Review the following steps to prepare your CSV file before submitting it to the Recharge Support team for a bulk update. Accommodate 5 business days to complete the bulk update.

1. In the merchant portal, go to Data and select Exports.
2. Click Create export and select the Customers - Shipping Address export from the drop-down.
3. In the CSV, add the column NEW attribute. Insert the new notes for each subscription that require the update. Each array entry will contain name and value keys. You only need to fill in the rows that will be receiving the update. Rows not requiring an update should be removed from the file.
4. When finished, send the formatted CSV to the Recharge Support team.

Sending reconciliation data to Shopify and payment gateways

Recharge sends additional customer data via cart attributes to Shopify. Use data from Shopify and your payment gateway to reconcile charges without having to use data from Recharge to make the connection.

This additional metadata on orders created through Shopify checkout makes it possible for Partners to add support for the Shopify Checkout Integration by enabling them to tie orders together and build up a history of their own. Stripe, Braintree, and Authorize.net will receive similar metadata.

New cart attributes

• Charge ID (field name 'rc_charge_id'): Charge within Recharge that represents how much the customer paid and how they were charged. 
  • This cart attribute is included in the payment gateway metadata.
• Address ID (field name 'rc_address_id'): Customer’s shipping address for this order.
  • This cart attribute is included in the payment gateway metadata.
• Subscription ID (field name 'rc_subscription_id'): List of IDs for each subscription included in this order.

If a store is configured with multiple payment gateways, the IDs might look different and will only work on the relevant payment gateway.

For stores on Recharge Checkout on Shopify, an additional cart attribute is included in the order:

• Payment gateway transaction ID (field name 'rc_payment_transaction_id'): This is the ID that can be used to look up the charge on the respective payment gateway.

Enabling and disabling the feature

1. From the merchant portal, click Settings and select Order processing. 
2. In the Order metadata section, enable or disable one or both of the settings:  
   • Send additional order data to Shopify
   • Send additional order data to payment gateway(s)