Before converting from Recharge's checkout, especially if you have customizations in place, we highly recommend testing the Shopify Checkout Integration on your store. This guide outlines the general recommendations for this testing process.

Prepare and configure a Shopify Checkout Integration test store

Step 1 - Create a standard test environment

1. Create or use an existing Shopify test store that was created after February 2021. Then, install the Recharge Application on your Shopify Store.
2. Download the Shopify theme file for the storefront theme you will be using post-conversion from your current store and upload it to the new test environment. 
3. Settings and products cannot be duplicated within your Recharge application. Recreate your products (or a test batch of your products) on Shopify and create subscription rules for the items on Recharge. 
4. Replicate your Recharge store settings from the original store in the test environment.
5. Configure the shipping and tax settings in Shopify to match those in your original store.
6. Use the Preview Subscription Widget functionality to review the product page and ensure your add-to-cart flows are behaving as expected. 

Step 2 - Optional - Configure customized settings

1. If you have a customized front-end experience, or you have add-to-cart functionality outside of your product page, build all add-to-cart flows based on the selling plan IDs for the new products added to the test store. Utilize the Developer Documents for reference on Ajax functionality and other customizations. It is recommended to use dynamic variables instead of hard coding product/variant IDs to avoid having to change too many values.
2. Download necessary 3rd party integrations to mimic store configuration.
3. Create API keys and configure any additional custom back-end flows that require testing.

Test the Shopify Checkout Integration configuration on the test store 

After completing your test store setup, run through the following testing scenarios:

1. Purchase a subscription on your test environment.
   • Review the product page and add-to-cart functionality.
   • Review any other website pages where subscription products can be added and test the add-to-cart flows. 
2. Ensure subscription details are added to the checkout. Ensure subscription details display for each subscription product.
   
3. Review shipping rates are generating as configured in your Shopify shipping settings. It is recommended to create multiple test orders to review various locations configured for shipping.
   
4. Review tax rates are generating as configured in your Shopify tax settings.
   
5. Place an order and ensure it appears on both Shopify and Recharge’s order dashboards.
6. Review the test customer profile on Recharge and ensure the next queued charge is correct. Confirm the queued date, recurring price, tax, and shipping rates.
   
   • Note: Tax is calculated based on the Shopify settings when the order is processed any may not appear on the queued order.
7. Review customer and merchant notifications to confirm notifications are enabled and were received to the email used for the test order.
8. Create the Shopify customer account for the test customer. Log in to the customer account and click Manage Subscriptions to access the customer’s subscription portal. Review the customer portal functionality by testing customer actions like skip, swap, add, and cancel if these are actions you allow customers to complete on your current store.

Execute the conversion process 

Once you feel comfortable and ready to convert, follow the converting from Recharge Checkout to the Shopify Checkout Integration guide to begin the process. 

On the day of conversion, download the customized theme from the test store and upload it into your live store after Recharge confirms the conversion has been completed.

Adjust settings or hard-coded product/variant IDs as needed to match with the live store details. 

Post conversion

After the conversion is complete, use the Shopify Checkout Integration technical details and requirements guide to ensure the store is functioning properly.