How to Integrate Recharge (for Shopify)

This document is for Shopify users who want to learn how to integrate Recharge (for Shopify) with Wicked Reports

• Introduction
• How To Integrate Recharge
  • Integrate Your Shopify Account
  • Enable a Recharge Setting
  • Send Historic Orders to Customer Support
  • Authorize Recharge with Wicked Reports

• FAQ

Introduction

After authorizing Shopify, you will need to follow some additional setup steps for Recharge. These steps allow us to use Recharge's static subscription ID variable for orders, which will be used to stitch together your subscription orders in a subscription chain. With this process completed you will have, in Wicked Reports, a more precise metric showing your first-time subscription orders vs your recurring subscription orders.

Let's begin.

How to Integrate Recharge

To ensure you have the highest quality subscription data, you'll need to integrate our Recharge for Shopify integration. Integrating Recharge for Shopify requires four steps:

1. Integrate Your Shopify Account
2. Enable a Recharge Setting
3. Send Historic Orders to Customer Support
4. Authorize Recharge with Wicked Reports

Below, we'll take an in-depth look into each step in the process.

Step 1 - Integrate your Shopify Account

Before we can update your Recharge Subscriptions, you'll need to authorize your Shopify account. This step will allow you to pass your Shopify orders into Wicked Reports. If you've already integrated Shopify previously, then you can skip this step in the process.

To authorize your Shopify account, please read the help article below:

1. How to Integrate Your Shopify Account

Once your Shopify Account is integrated with Wicked Reports, you will have completed this step. Please move on to the next step to finish your Recharge for Shopify integration.

Step 2 - Enable a Recharge Setting

Enabling the recharge setting is very easy, but it's a critical step in the process. This step will allow you to pass the sub-ID of your future orders directly into Shopify, which is imperative for us to have. Without it, we won't be able to stitch together your past orders with your future orders.

Please follow the quick steps below: 

1. Go to this Recharge Support Article. 
2. Follow the steps outline in the article section "Enabling and disabling this feature".
3. Enable the Feature

Step 3 - Send Historic Orders to Customer Support

Exporting historic orders from Recharge will be a little more challenging then enabling the recharge setting, but it's another critical step to ensure you have the highest quality subscription data. This step is designed to have you export the sub-ID of your historic orders, which is crucial for us to have. Without it, we won't be able to stitch together your past orders with your future orders. However, with it, our customer support team will get your subscriptions updated. 

Please follow the outlined steps below: 

1. Login to your Recharge Account
2. Navigate to Tools & Apps > Exports > Create Export > Orders - Processed
3. Export all of your Historical Recharge Orders
   Note: If you have multiple sub IDs per order, configure your CSV to create a new row for each sub ID.  
   
   1. Required column headers:
      1. external_order_id
      2. email
      3. total_price
      4. created_at
      5. line_item_subscription_id
4. Contact our Support team
5. Provide our support team with:
   1. The Historical CSV export
   2. Confirmation that you turned on the Recharge Setting
   3. A request to update your subscription orders

With that request completed by you, our support team will now get your subscriptions updated. Keep in mind that updating your subscriptions can take a few business days due to the amount of data. However, our support team will update you as soon as it's completed.

Meanwhile, please complete the last step to finish your integration. 

Step 4 - Authorize Recharge with Wicked Reports

Authorizing Recharge is the final step, and it's rather easy. Simply go into your Wicked Reports account, and add your Shopify App credentials to the Recharge authorization. Please review the steps below for more specific details.  

1. In Wicked Reports, navigate to the authorization dashboard.
   
2. In your Orders Column, locate Recharge for Shopify
   
   
3. Press the Connect button
4. Fill in the fields below:
   Note: Use the API token from the “custom app” you've previously created in Shopify.
   Note: You do not need to create a separate custom app.
   
   
5. Press Authorize.

That's it. Your Recharge integration is now authorized. Now, before your integration is officially completed, you simply need to wait for our support team to confirm your request to update your subscriptions orders has been completed. Once that's done, you'll be good to go!

FAQ

1. Do I need to create a new Shopify custom App for Recharge?
   No, you do NOT need to create a new Shopify Custom App for ReCharge. You will use the same app created for the Shopify integration.
2. How does Recharge Churn logic work?
   Each morning, when Wicked pulls orders from Shopify, we check it for recharge tag and sub_ID.
   
   1. If the tag and sub_ID are detected, we fill in the subscription ID for the order using that information. 
   2. If, next month, we don't see an order with the same subscription ID then it's considered a churn.