In the event that a customer went through the Shopify Payments checkout instead of the ReCharge checkout and you cannot find customers account on ReCharge but there is one created on Shopify, customer account would have to be manually recreated on ReCharge's side. Please note that since we can't extract payment information from Shopify for security reasons, you will need to have the customer re-enter their payment information so that all recurring orders can be charged.
Before you begin
This guide is used when you need to import customers one at a time. This guide should not be used for prepaid orders. If you need to import prepaid orders contact the support team.
Step 1 - Create customer account
Go to the Customers tab and click Add Customer at the top of the page.
Step 2 - Enter the customer details
Enter Customer details. You can leave the Stripe Customer Token/Braintree Customer Token blank.
Step 3 - Add a product
Next, you will add the product to their subscription by going to the Subscriptions tab and selecting Add Product.
Step 4 - Search and select the product
Search and select your product. Then select next shipment date and configuration.
Step 5 - Update customer billing information
After adding the product to the subscription, the next step is updating the billing information from the customer. Go to Billing Information and copy the Customer Portal link to send to your customer asking them to update their credit card information.
Bulk import customers
Our team can assist with a bulk import if you need to import more than 10 customers to ReCharge.
In order to bulk import your customers, please submit a CSV file to our support team with the following information:
- Shopify order number
- Customer's email address
- The subscription product the customer has subscribed to
You can find this order number by copying the last digits of the Shopify order URL, or by exporting your orders as a CSV file in Shopify.
