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, including customer and subscription management, migration requests, and more.
Before you start
- When you migrate 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.
- Following the migration, your store functions as a Shopify Checkout Integration store, with the following exceptions:
- Current subscribers are migrated with their existing payment gateway (i.e. Stripe, Authorize.net, or Braintree), and Recharge continues to process these transactions.
- Customers that go through the checkout with a new subscription are processed via Shopify’s eligible subscription payment processors.
- You must have a payment processor and tax settings set up in both Recharge and Shopify. This ensures that your existing recurring Recharge subscriptions continue to be charged properly.
- You can choose how you want to set up your shipping settings for recurring orders, between getting all rates from Shopify or using the Recharge rates. All new checkout orders reference your shipping settings in Shopify.
- 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.
- 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.
- 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, please fill out the Migration request form. One of our Migration Specialists will review your request and be in touch.
Customer management with migrated Shopify Checkout stores
Stores that migrate to the Shopify Checkout Integration have unique customer management and payment configurations since the same customer can potentially have both a Recharge subscription and a Shopify subscription.
How existing Recharge subscription customers work:
Existing subscriptions that were created prior to the migration continue to be processed via Stripe, Authorize.net, or Braintree, using Recharge’s existing functionality (referred to as “Recharge subscriptions”).
How new subscription customers work:
New subscription customers go through the Shopify Checkout and are processed via Shopify’s eligible subscription payment processors (referred to as “Shopify subscriptions”).
How new checkout orders for existing customers work:
Existing subscribers that use the same email address to purchase a new subscription, go through the Shopify Checkout and end up with both a Shopify subscription (their new subscription), and a Recharge subscription (their existing subscription prior to the migration).
Identify if a customer has a Shopify subscription or a Recharge subscription
Method 1 - View the Payment Gateway
The customer’s Payment Gateway differs based on the type of subscription:
- Click Customers and select the customer in your list or use the search bar.
- Click Subscriptions and select See details next to the Address ID.
- A Recharge billed address (Recharge subscription) will either show Stripe, Authorize.net, or Braintree as the Payment Gateway:
- A Shopify billed address (Shopify subscription) will show Shopify Payments as the Payment Gateway:
Method 2 - View the Payment method on the Billing information page:
- Click Customers and search and select the customer within your list.
- Click Billing information to view the customer’s Payment method.
- A Recharge billed address (Recharge subscription) will show as a Recharge managed credit card with the ability to update or remove the card. If there is no Recharge payment method, but the customer's subscription is under a Recharge address, you are able to add a card:
- A Shopify billed address (Shopify subscription) will show as Billed via Shopify Payments. A Shopify payment method cannot be changed or removed from an address:
Identify the migrated Shopify Checkout Integration in your Recharge admin
View your account settings
- Click the wrench icon in your Recharge admin 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 admin by clicking the wrench icon and selecting Taxes. These settings only apply to subscriptions billed by Recharge and not via Shopify, as specified at the top of the page:
Access your Shipping settings in your Recharge admin by clicking the wrench icon and selecting Shipping. These settings only apply to recurring orders. All checkout orders will use your Shopify shipping settings, as specified at the top of the page:
Under "Shipping setup," you can choose between getting all rates from Shopify or using the Recharge zones, rates and integrations (Advanced) 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.
- The Recharge API is currently not supported for the Shopify Checkout Integration, which applies to stores that migrate to the Shopify Checkout Integration as well. Refer to Recharge API and the Shopify Checkout Integration for more information about access to the API to complete customizations or to integrate with unsupported third-party apps.
How can I refund customers if I have migrated to the Shopify Checkout Integration?
How can my customers update their billing information?
If the customer has a Recharge subscription, they can update their billing information via their customer portal:
If the customer has a Shopify subscription (i.e. payment method that is Billed via Shopify Payments), they can access their billing information via their customer portal and click the Send email to update button. Shopify then sends the customer an email to update their credit card and billing information.
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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