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Convert a Migrated Shopify Checkout store to full Shopify Checkout

Shopify Checkout integration Migrated Shopify Checkout Integration
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After converting from the Recharge Checkout on Shopify to the Shopify Checkout Integration, stores often have existing subscribers with payment methods still in Recharge.

If you want to fully convert your store, you must migrate all existing subscribers to Shopify for unified order processing, tax and shipping calculation, and payment management.  This ensures a cohesive subscription and payment management experience across all subscribers. 

This guide provides guidance on migrating existing customers.

Before you start

  • Billing Address Warning - after the migration, some customers may get blank billing addresses on their recurring orders if your current legacy payment gateway doesn't have the correct info. If having an accurate billing address on a payment methods is really important for your business, this could cause problems. Let us know in advance so we can take extra precautious to mitigate any potential issues.
  • Tax Setting Changes - if your tax settings are different in Recharge vs what's configured in Shopify, then make sure you update your Shopify settings to reflect what you have in Recharge.  Once the existing subscriber migration is completed, Shopify will be calculating tax, not Recharge.
  • Customer email in Shopify and Recharge must match - If the customer email in Recharge doesn’t match the attached Shopify Customer ID email, you may encounter some errors during the migration. 
  • Manually adding customers post migration - After you fully convert and migrate your existing subscribers, manually adding customers to Recharge does NOT work. If this use case applies to your business, let us know in advance and we can offer an alternative solution.

Migrate existing subscribers

Note: This step is only applicable if you have existing subscribers.

Existing subscriber migration consists of:

  • Adding the payment gateway currently used with Recharge as a legacy gateway within the Shopify admin
  • Scheduling time for Recharge to perform the existing subscriber migration
  • Recharge updating existing customer data to Shopify’s standards

Adding a legacy payment gateway

Before migrating existing subscribers to the Shopify Checkout, if you are using Shopify Payments as your payment processor in Shopify you must add your legacy payment gateway used with Recharge to your Shopify admin. Refer to the following table for instructions on adding your legacy payment gateway to Shopify:

Note: You can only add one legacy payment gateway that processes credit card transactions in Shopify. If you use two providers to process credit card payments, you must consolidate your credit card customers to one payment gateway through a processor-to-processor migration. The assessment team will assist with consulting on payment processor migrations if applicable.

Payment processor

Instructions
Stripe
  1. Copy and paste the following URL into your browser: {SHOP_URL}/admin/payments/legacy_subscription
  2. Prepend your Shop URL to the beginning of the URL. Example: my-great-store.myshopify.com/admin/payments/legacy_subscription
  3. You'll be redirected to a Stripe page to loginScreenshot 2025-01-31 at 12.01.09 PM.png
  4. You'll then land on an authorization page to grant Shopify access to your Stripe accountScreenshot 2025-01-31 at 12.02.29 PM.png
  5. The credentials should then be saved into your Shopify legacy gateway settings page
  6. Reference your payment credentials in Recharge payment settings, and ensure they're the EXACT same credentials you see now saved in Shopify
Braintree
  1. Copy and paste the following URL into your browser: {SHOP_URL}/admin/payments/legacy_subscription_braintree
  2. Prepend your Shop URL to the beginning of the URL. Example: my-great-store.myshopify.com/admin/payments/legacy_subscription_braintree
  3. You'll authorize and get redirected to a Braintree page to login to your Braintree accountScreenshot 2025-01-31 at 12.09.09 PM.png
  4. You'll then land on an authorization page to grant Shopify access to your Braintree account
  5. The credentials should then be saved into your Shopify legacy gateway settings page
  6. Reference your payment credentials in Recharge payment settings, and ensure they're the EXACT same credentials you see now saved in Shopify. 
PayPal
  1. Launch your Shopify admin and click Settings.
  2. Select Payments and enable PayPal under Additional payment methods.

Note: If you use PayPal and another legacy payment processor, use these directions to connect PayPal and the applicable payment processor directions to connect your legacy payment processor. This allows you to use both a legacy payment processor and PayPal.
Authorize.net
  1. Copy and paste the following URL into your browser: {SHOP_URL}/admin/settings/payments/legacy_subscription_authorize_net
  2. Prepend your Shop URL to the beginning of the URL. Example: my-great-store.myshopify.com/admin//settings/payments/legacy_subscription_authorize_net
  3. You'll be sent directly to a Shopify hosted page for adding Authorize.net Legacy Gateway credentials.Screenshot 2025-01-09 at 4.40.05 PM.jpeg
  4. Save your payment credentials (API Login ID, Transaction Key) EXACTLY as they are in Recharge payment settings
  5. WARNING! Be very careful and make sure credentials you save are the same as what is pasted in Recharge. 
    1. DO NOT go to Authorize.net to get your keys, as checking them will re-generate your credentials, delete the old ones and risk the data not being the same between platforms. 
    2. Instead, go to Recharge payment settings, and copy your Authorize keys from there into the page above. 

You may want to double check your subscribers' billing address information in your payment gateway itself. Shopify references this data during the migration so even if address information in Recharge is correct, if it is wrong in your gateway it will be migrated incorrectly into Shopify. Data cleanup can be nuanced so try and review everything so we can get it right the first time!

When you're ready, please confirm on your support ticket that you're ready to migrate your existing subscribers.  

 

Existing Subscriber Pre-migration Checklist

You can use or download the following migration checklist to keep track of the migration process:

Task

Check when complete

Merchant must contact Recharge support to confirm interest in begining the existing subscriber migration

Recharge support will review your request, check your store for readiness, and will follow-up with a checklist to complete pre-migration, including a link for the merchant to setup their legacy payment gateway in Shopify

Upon completing the checklist, merchant will contact Recharge support to confirm readiness to enter the queue to migrate

Recharge support will reply to confirm that you're in the queue and what to expect the day that we migrate your store data

Recharge support will run the migration and a variety of checks to ensure data accuracy

Recharge support will contact you to confirm that the migration complete and/or include a list of any failed imports or errors to review/cleanup

Merchant completes the post migration checklist

 

Post migration checklist

After completing the existing subscriber migration, please complete the following tasks to confirm that everything behaves as expected.

Note: The existing migration process will not include any customers with your store on Recharge who have since been removed, or who have since had their payment method removed.  This is a Shopify validation requirement to ensure customers are authentic and have an existing payment method before they're migrated. 

Task

Check when complete
Download the Payment Methods - All Export from Recharge, search for the customer_id, it should now show shopify_payments (this just means the gateway config is now in Shopify) under the processor_name column

Monitor your recurring charges when they process for migrated customers.  Check your errors tab in Recharge to ensure accuracy

Confirm any third-party apps are configured to function with the Shopify Checkout and connect with the respective app’s support team to confirm settings are adjusted as required

Note: Please do NOT remove your legacy gateway config in Shopify after the existing subscriber migration is completed.  Recharge and Shopify will need these keys to process recurring order payments for your migrated customers.

If you run into any issues or have questions during your testing, reach out to Recharge support.

Technical details and requirements

For more information on the technical details and feature compatibility, refer to Shopify Checkout Integration technical details and requirements.

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