Task

Check when complete

Complete the in-app store assessment

Action necessary updates 

The Support team performs storefront conversion

Existing subscriber migration (optional)

Successful conversion notification received

Complete the post-conversion checklist

Conversion considerations

Notes

This must be taken into consideration to ensure any custom coding still works on the Shopify Checkout Integration and to prevent unforeseen errors on the storefront.

Shopify supports the following payment processors, per their subscription eligibility requirements:

• Shopify Payments
• PayPal Express
• Authorize.net
• Stripe (for some merchants)

We recommend using a standard customer portal theme, Affinity, or updating your Recharge Theme Engine to version 4.0.1 or higher.

For more information on customer portal themes, see Comparing the customer portal options.

Most third-party apps and integrations that are compatible with the Recharge Checkout on Shopify, are compatible with the Shopify Checkout Integration.

To check compatibility, see Apps and integrations compatible with Recharge and use the Shopify Checkout Integration platform icons.

Shipping settings and configurations must be taken into consideration to ensure your current shipping setup is compatible with the Shopify Checkout Integration.

SKU overrides are not supported on the Shopify Checkout Integration due to a Shopify limitation.

Your current use of Recharge Workflows will be assessed to ensure functionality on the Shopify Checkout Integration.

For merchants using RechargeSMS, the opt-in process for customers differs for the Shopify Checkout Integration.

This requires you to update your RechargeSMS settings to ensure customers can opt-in to RechargeSMS at checkout. See Enable RechargeSMS Opt-in and follow the instructions for the Shopify Checkout Integration to update your opt-in.

Stores using credits prior to migration will have customers with credits on Recharge Checkout on Shopify and the Shopify Checkout Integration.

Refer to Rewards: Credits for more information. 

Some accelerated payment methods are not supported for subscription products on the Shopify Checkout Integration:

• Klarna
• iDeal/SEPA
• Mollie

Apple Pay, Google Pay, and Shop Pay are supported on the Shopify Checkout Integration.

Task

Notes

Shopify supports the following payment processors, per their subscription eligibility requirements:

• Shopify Payments
• PayPal Express
• Authorize.net
• Stripe (for some merchants)

The conversion tool will ensure your eligible payment processor is connected to Recharge during the storefront and settings update process.

The conversion tool will create Shopify-checkout selling plans using your existing products. Selling plan groups are the Shopify objects that represent how subscriptions are sold. If your store sells over 1,000 products, this process can take an extended period.

After your store has been converted, the Support team will install the Shopify Checkout Integration compatible subscription widget for you. Most subscription widget customizations on the Recharge Checkout are easy to replicate on the Shopify Checkout.

This process involves the following steps:

1. Make a draft copy of your current live theme to ensure changes can be reverted if necessary.
2. The Support team will install the Shopify Checkout Integration subscription widget on your live theme.
3. The Support team will ensure the widget is enabled in your Recharge merchant portal and test the checkout to confirm proper functionality.

You must complete the post migration checklist to ensure full functionality on the Shopify Checkout.

Payment processor

Instructions

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

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

1. Launch your Shopify admin and click Settings.
2. Select Payments and enable PayPal under Additional payment methods.

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

Task

Check when complete

Contact the Recharge support team to begin the existing customer migration process

The support 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

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.

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.