This guide provides the complete assessment required of a store before converting to the Shopify Checkout Integration. Merchants can review the following points and take any required action items that will need to take place before converting. The assessment must be completed before contacting the conversion team. 

Feature limitations

• Due to contracts between Recharge and Shopify, once a store is converted to the Shopify Checkout, Recharge cannot revert the store back to the Recharge Checkout. 
• Customers cannot be added manually to the Shopify Checkout, with payment methods input afterwards, in the same way that is currently possible on the Recharge Checkout. All new customers will need to complete an online checkout via Shopify's Checkout page so their payment information is stored and tokenized appropriately.
• Active and Inactive Subscriber tags are not supported on the Shopify Checkout Integration. Instead, Shopify automatically adds "subscription statuses" to subscription customers. You can see more around tags with both platforms here. Merchants can add custom tags using the Shopify API.
• Recharge Workflows are available on the Shopify Checkout but with limited functionality. Please review the Recharge Workflows guide, to ensure the conditions and search values you require are available.
• SKU is not an available condition or search/action on Workflows. Any existing swap workflows must be updated to the one-off SKU swap format.
• The ability to offer different shipping rates on your one-time products vs. subscription products is currently in open-beta release. Instructions for enablement post-conversion and current limitations are outlined in the Using Shopify shipping profiles guide. Currently, subscription products with different frequencies display duplicate shipping rates at checkout. 

Payment processors

With the store conversion, your existing customers continue to  process via your legacy payment provider whether that be Stripe, Braintree or Authorize.net, as usual, however, new customers are processed via Shopify using Shopify Payments, or another eligible subscription payment gateway. This means that you must keep both your legacy payment provider and Shopify Payments accounts connected and active. 

Note: If you are interested in having your existing subscribers process via your legacy payment provider through Shopify instead of Recharge post-conversion, please let us know and we can discuss next steps. This means your existing subscribers are processed in Shopify while still using your legacy payment provider and not to be confused with Shopify Payments which will only apply to net new customers post-conversion.

Please note that if you are using Authorize.net your existing customers would continue to be processed via Authorize.net through Recharge as usual, however, new customers are processed via Shopify using Shopify Payments, or the Authorize.net account you have connected in their system. This means you must keep your Authorize.net account active and continue to process refunds via the appropriate platform. All credit card updates must take place in the respective system as well, and any Authorize.net transaction key changes must be updated in both platforms, as is currently necessary. 

Theme Engine

If you are using the Recharge Theme Engine (TE), there is an update that allows you to use the Theme Engine with your converted store; however, you must be using version 4.0.1 or higher. In order to use this customer portal with your converted store, there are two options: 

1. If there aren’t any customizations within your TE file currently, you can download and publish the newest Theme Engine vNovum_5.X file now. To do so follow the steps listed in the Access the Recharge Theme Engine guide and be sure to select Allow customers to have multiple payment methods.
2. If you have customizations within your TE file currently, follow the steps above to download the v5.X file (be sure to select “Allow customers to have multiple payment methods”) and begin recreating your customizations in the new file. Once completed, you can publish the v5.X theme and let our team know you are ready to begin the conversion.

Note: If you've built your own custom API Customer Portal, please disregard the above re: Theme Engine.

Third-party apps

It is also important that you confirm any third-party apps you're using are listed as compatible in the guide Apps and integrations compatible with Recharge. Each app team is responsible for building out their own integration with the Shopify Checkout and Shopify's Subscription APIs, therefore, it is recommend to touch base with the app developers directly to confirm where their teams are at in the process.

If you are planning to use an app that is not currently listed as being compatible with the Shopify Checkout Integration, it may still work - we just cannot guarantee it. In the case that any discrepancies or issues arise, it will be up to that app's development team to help you troubleshoot any inconsistencies you may be having when using their app in combination with Recharge.

For Refersion, they recently released an update to support the Shopify Checkout Integration, but you must reach out to Refersion so they are able to enable this integration for you before we start the conversion. 

Recharge SMS 

Recharge SMS is now available on Shopify Checkout stores, however, there is a difference in regard to the opt-in process. 

On the Recharge Checkout, the SMS opt-in is on the checkout page. On the Shopify Checkout, the opt-in has to be on the cart page. Post-conversion, there will be no disruption to your SMS functionality for existing customers, but you must reconfigure your SMS opt-in settings to appear on the cart page instead.

Subscriber and customer info

if you are processing more than 10,000 orders per day, there is a chance your store could hit Shopify's API throttle limit. While we may or may not encounter errors, the daily charge process could take longer than it currently does, and your store's Shopify API rate limits may need to be increased with the help of Shopify Support . 

Conversion method

The Shopify Checkout code is not theme-dependent, and is applied at the store level, meaning it will be injected into all listed theme files and over-writes any existing widget code customizations present. You may need to temporarily unpublish the subscription widget if you'd like to test the functionality or have customizations to apply. Please duplicate, then download a back-up copy locally of your live theme prior to the conversion if it contains code customizations, to ensure these edits are saved and available for you to reference after the conversion.

Custom coding

If you have custom coding in your subscription widget, that must be updated after the conversion. The widget integrates with your store via injection rather than being embedded in the theme files, so custom styling/functionality may need to be updated. For this we would recommend checking out our documentation on Advanced customizations to the JS Subscription Widget for the Shopify Checkout Integration, Modifying the subscription widget, and our developer docs on Customizing the widget and Adding CSS to your widget.

If you have any pages with custom add to cart functionality, your developer will need to have the Ajax parameters adjusted to align with the Shopify Checkout post-conversion (for example: passing the variant ID, quantity, and selling plan to the add to cart call).

While Recharge is happy to assist with high-level questions regarding the functionality of the widget, we're unable to assist with custom coding solutions based on our Recharge Design and Integration Policy.

Next steps

• Ensure that you are NOT currently processing subscriptions with another third-party app that uses the Shopify Checkout and the subsequent selling_plans (i.e. Bold V2).  
• Recharge requires your collaborator request code in order to send over the collaborator request, Please have this code ready for your conversions appointment. This should be located in the Users and permissions page of your Shopify admin.
• It is your responsibility to complete any theme work and testing in relation to the steps listed above. Recharge is only responsible for converting the store once you have given us confirmation these steps are completed. 

For further info on the conversion process and important things to note, please review our guides:

Shopify feature compatibility with the Shopify Checkout Integration
Shopify Checkout Integration technical details and requirements
Converting to the Shopify Checkout FAQ