Skip to main content

How can we help?

Convert a Migrated Shopify Checkout store to full Shopify Checkout

Shopify Checkout integration Migrated Shopify Checkout Integration
Sections

After converting from the Recharge Checkout on Shopify to the Shopify Checkout Integration, sometimes stores have existing subscribers still in Recharge.

If you want to fully convert your store you can migrate all existing subscribers to Shopify for unified order processing and payment management, ensuring a cohesive payment experience across all subscribers.

This guide provides guidance on migrating existing customers.

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
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
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/payments/legacy_subscription_authorize_net

Recharge recommends waiting 5 business days after the storefront and store settings updates to migrate your existing subscribers. This allows you to ensure the conversion meets your expectations and validate that new checkouts are coming in as expected. Confirm with the conversion team when you're ready to migrate your existing subscribers.

Existing subscriber migration checklist

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

Task

Check when complete

Contact the conversion team to begin the existing customer migration process

The conversion team provides a link for the merchant to enable their legacy payment gateway in Shopify

Confirmation of the start of the existing customer migration received

Confirmation of the completion of the existing customer migration received

Complete the post migration checklist

Post conversion and migration checklist

After completing both the Shopify Checkout Integration conversion and existing customer migration, complete the following tests to confirm that everything behaves as expected:

Task

Check when complete

Complete a test subscription transaction

Confirm the subscription widget looks and behaves as expected:

  • If you have any custom CSS or JS, ensure it is updated to work with the new subscription widget.
  • If you have Ajax widget customizations, ensure they are updated to fit subscription selling plans used by the Shopify Checkout Integration. Refer to Adding an item to the cart with Ajax for more information.

Confirm the appropriate shipping & taxes are charged at checkout

Review the customer portal experience to ensure it looks and behaves as expected

Update a test customer's payment or billing information in the customer portal to view the new Shopify email update flow

Before cancelling the test order, process the first recurring order associated with the test transaction to confirm the recurring orders behave as expected.

Cancel and refund the test order if applicable

Review Understanding customer management on the Shopify Checkout Integration and Migrated Shopify Checkout Integration for more information on the customer management process post-conversion.

Update any relevant internal and external documentation related to subscriptions (FAQ pages, landing pages, customer service guides) to reflect new processes such as performing refunds and updating billing information.

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.

Closely monitor new orders including new checkout orders and existing recurring subscription orders. Follow the order from the charge processing and order creation to fulfillment to ensure it behaves as expected.

Create your subscription discount codes in Shopify to ensure they work when customers check out with subscription products.

Recharge discounts on the Recharge address level continue to work for recurring charges after the migration is complete.

Brand new customers who purchase a new subscription via the Shopify Checkout need to use a Shopify discount code to receive a discount on their subscription product.

You must create your discount codes in both Recharge and Shopify. Recharge uses the discount code settings configured in Recharge if there are any conflicts between Shopify and Recharge on recurring orders.

You can use the Shopify GraphQL API to bulk create discount codes in Shopify, or third-party applications, such as Matrixify, to export, migrate, and create Shopify discount codes.

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.

Was this article helpful?
0 out of 0 found this helpful

Related articles

Didn’t find what you’re looking for?

Contact us