This guide addresses some of the top considerations voiced by merchants converting from the Recharge Checkout to the Shopify Checkout. Please be advised that not all of these considerations apply to all merchants. If you have questions about your specific use case not covered in this article, please contact the Recharge support team. 

Apps and integrations

• Is RechargeSMS compatible with the Shopify Checkout?
• Do all third-party apps work with the Shopify Checkout Integration?
• Can I use an app that is not listed as compatible?
• Can I use OneClickUpsell or Carthook with the Shopify Checkout?
• Can I use Klaviyo and Recharge Quick Actions with the Shopify Checkout?
• Can I use Recharge Workflows with a converted store?

Customers

• If a customer updates their address on the Shopify “My account” page, will it automatically be updated in Recharge?

• Can a customer add a new shipping address to their profile?

General

• Will my Recharge fees and rates change after completing the conversion or existing subscriber migration?
• Will my Shopify fees and rates change after completing the conversion or existing subscriber migration? 
• Can I convert my store back to the Recharge Checkout?

• How do I know that the conversion was successful?

• I am an existing merchant using the Recharge Checkout on Shopify. Can I test a full Shopify Checkout Integration or Migrated Shopify Checkout Integration store on my existing store?

• Will my subscriptions appear in my Shopify sales reports when I filter for subscriptions only?

• What changes can I expect to see after I convert?

Payment Processors

• Do accelerated payment options work with subscription products?
• Do I need to keep both my Recharge and Shopify payment processor accounts active once I convert to the Shopify Checkout Integration?

Products

• Once my store is on the Migrated Shopify Checkout Integration, can I delete my auto-renew products in Shopify?

Shipping

• Is it possible to offer different shipping rates for one-time products and subscription products?

Subscription Widget

• How is the Shopify Checkout code applied?
• Are any customizations I made to my theme carried over when I convert to the Shopify Checkout?
• Will I need to reconfigure any pages I have that use Ajax?

Theme Engine

• Can I use the Recharge Theme Engine with a converted store?

Apps and integrations

Is RechargeSMS compatible with the Shopify Checkout?

Yes, you can still use RechargeSMS after converting to the Shopify Checkout Integration.

There are no disruptions to existing customers who agreed to receive text messages while you were using the Recharge Checkout.

The opt-in process for customers is different for merchants using RechargeSMS with the Shopify Checkout, as customers must opt-in through the cart page. You will need to reconfigure your opt-in settings so that the opt-in widget appears on the cart page instead. Refer to Installing RechargeSMS for more information.

Do all third-party apps work with the Shopify Checkout Integration?

Each app is responsible for building their own integration with the Shopify Checkout and the Shopify API. Refer to Apps and integrations compatible with Recharge to confirm which apps are compatible. 

You can connect with an app developer directly to confirm the status of their app, and if they plan to integrate with the Shopify Checkout.

Can I use an app that is not listed as compatible?

Apps that are not listed as compatible with Recharge on the Shopify Checkout may be compatible. These apps have not been vetted by our team and Recharge cannot guarantee full functionality. 

You will need to contact the app's development team directly to help troubleshoot any issues or discrepancies that may arise when using an app that is not compatible with Recharge. 

Can I use OneClickUpsell or Carthook with the Shopify Checkout?

Both OneClickUpsell and CartHook now require the use of the Shopify Checkout. 

Can I use Klaviyo and Recharge Quick Actions with the Shopify Checkout?

Both Klaviyo and Recharge Quick Actions are available to use with the Shopify Checkout. 

You will need to use Shopify's Klaviyo integration to offer abandoned cart notifications. 

Can I use Workflows by Recharge with a converted store?

Workflows by Recharge are available on the Shopify Checkout but with limited functionality. For example, the title and SKU conditions are not available as search or action values. Note variant ID (variant SKU) swaps are still available.

It is just not possible to override the SKU that is set on a Shopify product or use it as a search filter due to Shopify limitations.

Refer to Workflows by Recharge for information on available conditions and search values. 

Customers

If a customer updates their address on the Shopify “My account” page, will it automatically be updated in Recharge?

Customers must update their address via the customer portal to ensure this change is reflected in Recharge. Merchants can also update a customer’s address within the Recharge admin:

1. Click Customers and search and select the customer.
2. Click the ... on the address line and select Edit address.
3. Add the updated information and click Update.

Can a customer add a new shipping address to their profile?

Yes, customers can manually add a new shipping address in their customer portal with the Shopify Checkout Integration.

General

Will my Recharge fees and rates change after completing the conversion or existing subscriber migration?

No. Recharge pricing and how fees are calculated will remain unchanged. 

Will my Shopify fees and rates change after completing the conversion or existing subscriber migration? 

Recharge does not have any control or insight into Shopify's fees or rates. Prior to migrating to the Shopify Checkout Integration, reach out to Shopify support or your Shopify Merchant Success Manager directly to confirm if there will be pricing changes.

Can I convert my store back to the Recharge Checkout?

We are unable to convert a store back to the Recharge Checkout once it is converted to the Shopify Checkout due to contracts between Recharge and Shopify.

Your team must be 100% sure that you are ready to convert and perform any necessary post-conversion code edits before approving Recharge to proceed with the conversion process. 

Review the following guides for more information on available functionality:

• Converting from Recharge Checkout on Shopify to the Shopify Checkout Integration 
• Shopify Checkout Integration technical details and requirements
• Shopify feature compatibility with the Shopify Checkout Integration

How do I know that the conversion was successful?

Complete the post-conversion checklist to confirm everything works as expected.

I am an existing merchant using the Recharge Checkout on Shopify. Can I test a full Shopify Checkout Integration or Migrated Shopify Checkout Integration on my existing store?

You cannot test the Shopify Checkout Integration or the Migrated Shopify Checkout Integration on your existing Recharge Checkout store, as your store would have to be fully converted. It is recommended to convert a staging or development store from the Recharge Checkout on Shopify to the Shopify Checkout Integration, and then test the Migrated Shopify Checkout Integration from there. See Testing Shopify Checkout Integration before conversion for more information. 

Will my subscriptions appear in my Shopify sales reports when I filter for subscriptions only?

Shopify's Sales Reports have the ability to filter by order type, allowing merchants to compare subscriptions versus one-time orders. This feature is only compatible for merchants who are on the Shopify Checkout Integration and completed the existing subscriber migration to Shopify. Shopify does not have access to store data processed through the Recharge Checkout, and cannot display subscription-only data to merchants who converted to the Shopify Checkout Integration but did not complete the existing subscriber migration. 

Merchants using Recharge Pro can use the Product SKU or Product Variant dashboard to filter orders by one-time products.

What changes can I expect to see after I convert?

After conversion, you shouldn’t see any changes in the Recharge dashboard. Your users, products, and subscriptions will remain the same.

In your store, the subscription product page will update. The old widget will be replaced by a new one, which may appear in its default form. If you have made changes to the widget (such as colors, size, or positioning), you’ll need to reapply those changes.

Additionally, your checkout will change. New subscribers will now be processed through Shopify Checkout after the conversion.

Payment Processors

Do accelerated payment options work with subscription products?

As per Shopify's eligibility requirements, some accelerated payment options are not supported payment gateway options for subscriptions processed through the Shopify Checkout at this time. 

Do I need to keep both my Recharge and Shopify payment processor accounts active once I convert to the Shopify Checkout Integration?

Yes, you need to keep both your Recharge and Shopify payment processor accounts active after the conversion if you have existing subscribers.

If you opt to only complete the storefront and settings conversion, your existing payment processor connected to Recharge will need to remain connected to Recharge. It will be used by Recharge to process existing subscriber recurring orders.

If you opt to also complete the existing subscriber migration to Shopify, you will need to connect your existing payment processor to Shopify and Shopify will use it to process pre-existing subscriber recurring orders.

If you do not have existing customers, you can remove the payment processor on Recharge and only keep your Shopify processor active.

Products

Once my store is on the Migrated Shopify Checkout Integration, can I delete my auto-renew products in Shopify?

Auto-renew products should not be deleted unless you are confident your store does not rely on auto-renew to provide existing customers with subscription-specific shipping rates. Deleting them will disrupt the subscription-specific shipping rate provided to existing customers, and they can not be recreated once deleted.

Converted Shopify Checkout merchants can use Recharge's Shopify Shipping Profiles to create separate shipping profiles to offer different shipping rates for one-time and subscription products for new customers.

You can also create a free shipping discount code for customers to use at the checkout that is only valid for subscription products. Refer to Creating discount codes for more information.

Shipping

Is it possible to offer different shipping rates for one-time products and subscription products?

Yes, with some caveats. You must use your existing shipping profiles for all orders to offer different shipping rates for one-time and subscription products. Existing customers cannot use new shipping profiles because the shipping charges for their existing subscriptions rely on legacy shipping profiles in Shopify. To prevent unforeseen errors, do not delete auto-renew products in Shopify, as these products are tied to existing shipping profiles. 

You can also create a free shipping discount code for customers to use at the checkout that is only valid for subscription products. Refer to Creating discounts codes for more information.

Subscription Widget

How is the Shopify Checkout code applied?

The Shopify Checkout Integration widget code is not dependent on themes (as was the case with the Recharge Checkout) and is instead applied at the store level. 

When running the conversion, Recharge removes any previous Recharge code that was added to a particular theme while using the Recharge Checkout.

You may need to temporarily unpublish the subscription widget if you'd like to test the functionality after converting to the Shopify Checkout. Customers can only check out with one-time products when the widget is unpublished. 

Are any customizations I made to my theme carried over when I convert to the Shopify Checkout?

You must make a duplicate, backup copy of your live theme prior to converting to the Shopify Checkout if it contains code customizations. This ensures that these edits are saved and available for you to reference after the conversion is complete.

Ajax pages and widget customizations will need to be reconfigured by your development team after converting to the Shopify Checkout. This is not supported as per the Recharge Design Policy. 

Will I need to reconfigure any pages I have that use Ajax?

Ajax pages using Recharge Checkout parameters will need to be reconfigured. These pages will receive errors when customers try to checkout post-conversion. Refer to Adding an item to the cart with Ajax for more information.

Theme Engine

Can I use the Recharge Theme Engine with a converted store?

Yes, you can use the Recharge Theme Engine on Novum version 4.0.1 or higher with your converted store. 

If you are currently using an incompatible TE theme or version, you must download and publish a new Theme Engine version 4.0.1 or higher (current version is 5.0) prior to converting.

If there are no customizations currently present within your TE file: 

Download and publish the new Theme Engine Novum version 5.0.0 file. If your store is still using single payment methods, be sure to create a multiple payment methods theme.

Refer to Access the Recharge Theme Engine for detailed instructions.

If there are customizations currently present within your TE file:

1. Download the new Theme Engine Novum version 5.0.0 file. If your store is still using single payment methods. Be sure to create a multiple payment methods theme. Refer to Access the Recharge Theme Engine for detailed instructions.
2. Recreate your customizations within the new file. 
3. Publish the v5.0.0 theme prior to converting to the Shopify Checkout Integration.