Merchants with existing subscribers using the Recharge Checkout on Shopify may be eligible to migrate to the Shopify Checkout Integration. This guide provides an overview of how these migrated stores function.
Before you start
- If you're currently using the Recharge Checkout on Shopify and are interested in migrating to the Shopify Checkout Integration, you forgo the features that are only available to the Recharge Checkout on Shopify. Refer to Shopify Checkout Integration feature status to learn more about which features are unavailable.
- As explained during the migration process, stores that migrate to the Shopify Checkout Integration with existing subscribers have unique payment processing, tax, and shipping settings. Contact the Recharge support team if you have questions regarding these settings.
- Existing stores using the Recharge Checkout on Shopify that migrate to the Shopify Checkout Integration, do not need to delete their products in Recharge. Once the migration is complete, you can delete the hidden auto-renew duplicate versions of your products in Shopify. This is because the Shopify Checkout Integration does not use duplicate auto-renew products.
- Merchants with existing customers from another subscription platform such as Bold or Paywhirl, can also migrate to the Shopify Checkout Integration.
Migration requests and eligibility
- If you’re currently using the Recharge Checkout on Shopify and are interested in migrating to the Shopify Checkout Integration, fill out the Request to migrate form. Our team will review your request and let you know if migrating to the Shopify Checkout Integration aligns with your business needs. You can also learn more about some of the basic eligibility requirements by reviewing Eligibility for the Shopify Checkout Integration.
- For merchants using external platforms such as Bold or Paywhirl, fill out the Migration request form, one of our Migration Specialists will review your request and be in touch.
Identify the migrated Shopify Checkout Integration in your Recharge Dashboard
View your account settings
- In your Recharge Dashboard, cick the wrench icon and select Store (My account).
- Shopify Checkout Integration (m) is listed under "Platform:"
Set up your tax and shipping settings
Access your Tax settings in your Recharge Dashboard by clicking the wrench icon and selecting Taxes.
Access your Shipping settings in your Recharge Dashboard by clicking the wrench icon and selecting Shipping.
Under "Shipping setup," you can choose between getting all rates from Shopify or using the Recharge zones, rates and integrations for your recurring orders. If you only want to maintain your shipping rates in one place, we recommend using Get all rates from Shopify, which will use the shipping rates set up in Shopify. If you are frequently hitting the Shopify rate API limit on recurring orders, you can reduce the calls we make to Shopify by switching to Use Recharge zones, rates, and integrations.
Known limitations with migrating to the Shopify Checkout Integration
- Migrated stores have the same limitations as new Shopify Checkout Integration stores, and should only use apps and integrations that are compatible with the Shopify Checkout Integration.
- The Recharge Theme Engine is not available to stores that migrate to the Shopify Checkout Integration.
- At this time, the Prima customer portal theme is the only customer portal available to stores that migrate to the Shopify Checkout Integration. You can subscribe to updates from our Changelog to find out when the Novum customer portal theme becomes available.
- Additional customers cannot be manually added to Recharge after the migration, as new customers must go through the Shopify Checkout, as per Shopify's requirements.
- Shopify cannot move the customer payment data from one Shopify store to another. This means that migrations from one Shopify Checkout Integration store to another Shopify Checkout Integration store cannot be done. If this is something you would like to do we recommend reaching out to Shopify's Support team directly.
Can a customer add a new shipping address to their profile?
Similar to the Shopify Checkout Integration, customers cannot manually add a new shipping address to their customer portal with the Migrated Shopify Checkout. However, if the customer goes through the checkout again with the same email and a different address, this will create a new address.
If a customer updates their address on the Shopify “My account” page, will it automatically be updated in Recharge?
Customers must update their address via the customer portal to ensure this change is reflected in Recharge. Merchants can also update a customer’s address within the Recharge admin:
- Click Customers and select the customer from your list or use the search bar.
- On the customer’s Subscription orders page, click See details next to the Address ID and then select Edit under their shipping address.
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