Post-migration checklist
Shopify Checkout integration
BigCommerce
Recharge Checkout on Shopify
Sections
Once the migration is complete, but prior to recurring order processing, you must complete the post-migration checklist. This will ensure that data has been reviewed and confirmed as accurate. This checklist provides information on where to locate your data and important areas to review.
Step 1 - Download exports
You will need to download a copy of the following exports:
- Subscriptions - All
- Customers - Shipping Addresses
- Charges - Queued
- Orders - Prepaid Queued
To download your exports:
- In the merchant portal, click Data and select Exports.
- Click Create Export.
- In the Select Export Type dropdown, select one of the exports listed above.
- Name the export, enter your email address, and enter a date range that encompasses all of your data (the date range is only applicable for some exports).
- Select Create Export.
- Repeat the process for the rest of the exports listed above.
Step 2 - Review exports data
The exports will be sent as attachments to the email address you specified. Refer to the table below to accurately review the downloaded exports.
Export name |
What to review |
Subscriptions - All |
|
Customers - Shipping Addresses |
|
Charges - Queued |
|
Orders - Prepaid Queued |
|
Step 3 - Spot check data in Recharge
Orders
- In the merchant portal, click Orders.
- Click the Upcoming tab and confirm there are no charges in the past, and check upcoming charge dates to ensure they are correct.
- Click the Charge errors and Prepaid errors tabs to resolve any errors based on the error listed. If there are a large number of errors, contact the Recharge Migrations team for assistance.
Customers
- In the merchant portal, locate and open a customer's account.
- Confirm the customer's subscription items are accurate.
- Click Payment methods to ensure the card data is present.
- Click Subscriptions to return to the subscriptions page. Click See details next to the Address ID.
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-
- Confirm the charge dates and shipping address are both correct.
- Confirm the subscription's price, shipping, taxes, and discounts.
- Confirm the recurring properties and line item properties (if applicable).
- If the customer has prepaid subscriptions, confirm that the shipment dates and upcoming charge dates are correct. Ensure it shows the correct number of upcoming shipments and the correct shipment dates.
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Note: The Payment Method may show as Not-Validated on the customer search page. This means that Recharge has not yet processed a charge for that customer. When a charge is processed, the payment method will change to valid.
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