Adding a customer to Recharge who used the wrong checkout
In the event that a customer went through the Shopify checkout instead of the Recharge checkout and you cannot find the customer's account in Recharge, the 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.
- Recharge Checkout on Shopify
Before you start
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
In the Recharge Dashboard, select Customers 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
Add the product to their subscription by going to the Subscriptions tab and selecting Add Product.
Step 4 - Search and select the product
Search for the product in the add product menu. Select the product and configure the subscription properties. Select Add Product to save the product to the customer's subscriptions.
Step 5 - Update customer billing information
The next step is updating the billing information for the customer. The customer must update their credit card in order for you to charge them again for their next payment cycle. Copy the customer portal link and send the customer an email asking them to use that link to update their credit card information.
Bulk import customers
Our team can assist with a bulk import if you need to import more than 50 customers to Recharge.
In order to bulk import your customers, 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 the order number by copying the last digits of the Shopify order URL, or by exporting your orders as a CSV file in Shopify.
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