Converting or migrating to the Shopify Checkout Integration

Merchants with existing subscribers on the Recharge Checkout on Shopify, or another subscription platform that is not using the Shopify Checkout, may be eligible to convert their store or migrate to the Shopify Checkout Integration. These stores end up on Recharge's Migrated Shopify Checkout Integration. This guide provides an overview of how these stores function. 

Before you start

• This article is for merchants with existing subscribers that have or are interested in converting or migrating to the Shopify Checkout Integration.
  • • For merchants on the Recharge Checkout on Shopify (with existing subscribers), your store is converted to the Shopify Checkout Integration.
    • For merchants on another subscription platform (with existing subscribers) not currently using the Shopify Checkout, you will migrate to the Shopify Checkout Integration. 
• Once your store is converted or the migration is complete, your Recharge checkout platform shows as Shopify Checkout Integration (m), for the Migrated Shopify Checkout Integration.
• With stores on the Migrated Shopify Checkout Integration, customer management differs based on a subscriber’s initial subscription date. Refer to our dedicated guide on Managing customers with the migrated Shopify Checkout Integration to learn more. 
• These stores must have tax and shipping settings set up in both Recharge and Shopify. Contact the Recharge support team if you have questions regarding these settings in Recharge.
• These stores must have payment processors set up in Recharge and Shopify. Contact the Recharge support team if you have questions regarding your payment processor set up.
• 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.

Store conversion and migration requests

• If you’re currently using the Recharge Checkout on Shopify and are interested in converting to the Shopify Checkout Integration, fill out the Request to convert form. Our team will review your request and let you know if converting 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 other external subscription platforms not using the Shopify Checkout (i.e. Bold V1 or Ordergroove V1), fill out the Migration request form, one of our Migration Specialists will review your request and be in touch.

Customer management on the Migrated Shopify Checkout Integration

On the Migrated Shopify Checkout Integration, how you perform certain customer management tasks (i.e. updating payment and billing information, updating or adding new shipping addresses, or performing refunds), will differ based on the subscriber’s initial subscription date. This is because stores that migrate can have the following types of subscribers. 

Refer to our dedicated guide on Managing customers with the migrated Shopify Checkout Integration to learn more. 

Identify the Migrated Shopify Checkout Integration in your merchant portal

View your account settings

1. In the merchant portal, click settings and select Store.
2. Shopify Checkout Integration (m) is listed under Platform:

Set up your tax and shipping settings

Tax settings

Access your Tax settings in your merchant portal by clicking settings and selecting Taxes.

Shipping settings

Access your Shipping settings in your merchant portal by clicking settings 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 the Migrated Shopify Checkout Integration

• Stores on the Migrated Shopify Checkout Integration 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 compatible with stores on the Migrated Shopify Checkout Integration on Novum version 4.0.1 and above.
• Additional customers cannot be manually added to Recharge after the conversion or 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. 

FAQ

Once my store is on the Migrated Shopify Checkout Integration, can I delete my auto-renew products in Shopify?

Yes. Once the store conversion or 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.

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 Integration. 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:

1. Click Customers and select the customer from your list or use the search bar.
2. On the customer’s Subscription orders page, click See details next to the Address ID and then select Edit under their shipping address.

I am an existing merchant using the Recharge Checkout on Shopify. Can I test a Migrated Shopify Checkout Integration store on my existing store?

You cannot test the Migrated Shopify Checkout Integration on your existing Recharge Checkout store, as your store would have to be fully converted. It is recommended to convert a staging or development store from the Recharge Checkout on Shopify to the Shopify Checkout Integration, and then test the Migrated Shopify Checkout Integration from there. Reach out to the Recharge support team. 

Why do subscription orders not show up in my Shopify sales reports when I filter for subscriptions only?

Shopify's Sales Reports have the ability to filter by order type, allowing merchants to compare subscriptions versus one-time orders. This feature is only compatible for merchants who are on the Shopify Checkout Integration. Shopify does not have access to store data processed through the Recharge Checkout, and cannot display subscription-only data to merchants who migrated to the Shopify Checkout Integration, or who use the Recharge Checkout on Shopify. 

Merchants using Recharge Pro can use the Product SKU or Product Variant dashboard to filter orders by one-time products.