For businesses who run their subscriptions on the Shopify platform and use Recharge Payments for recurring charges, it couldn't be easier to integrate Upzelo and start saving customers.

Some assumptions:
- You already have the Recharge Subscriptions app installed in your store.

- You're using the 'Shopify Checkout' integration, that Recharge provides.

- You're using a standard Recharge portal theme, such as 'Novum' or 'Prima'. For pro themes, please contact us.

- You may already be running cancellation surveys with Recharge and have the 'Cancel subscription' option set to "Storeowner and customer", that's OK.
Upzelo simply extends this capability when activated.

`Want to get up and running quickly, with no manual code changes to your store theme? Head over to Upzelo App, on the Shopify store.`

You can also install Upzelo manually into your theme, for complete control over the experience:

Step 1: Install Upzelo into your theme

Insert this script into your theme.liquid, just before the closing </head> element.

You’ll need to fill out the 2 parameter’s, which you can access with your Upzelo account at: https://upzelo.com/app/developer/.

Note:

The selector is spelt incorrectly on purpose, to match up with the Recharge checkout cancel button: button[data-subscrition-cancel]

{% assign subscription_id = request.path | split: "/" | last %} 
{% assign hash = subscription_id | hmac_sha256: "[UPZELO ACCOUNT API KEY]" %} 

<script id="upzpdl" src="https://assets.upzelo.com/upzelo.min.js" appId="[ UPZELO ACCOUNT APP ID ]" defer onload="initUpzelo()"> </script> 
<script defer type="text/javascript"> 
   var subscription_id = window.location.pathname.split('/')[6]; 
     var initUpzelo = function() { 
        var address_id = document.querySelectorAll('[data-address-id]')[0].getAttribute('data-address-id');
        window.upzelo.init({ 
             customerId: null,         
             selector: 'button[data-subscrition-cancel], button[data-title=Cancel], button.bsub__alert-btn', 
             hash: '{{ hash }}', 
             debug: false, 
             mode: 'live', 
             type: 'full', 
             provider: 'recharge', 
             subscriptionId: subscription_id,
             addressId: address_id
   }); } 
</script>

Step 2: Connecting your Recharge account to Upzelo

The final stage is to add your Recharge API token to Upzelo. This step enables Upzelo to import your customers, and to apply subscription saves and cancellations automatically.

Upzelo API Key requirements:

You'll be asked to do this during account setup steps. Simply copy and paste your API key into the field and press Test API Connection.

Upzelo will test your API Key, and that you have set relevant permissions. The minimum scopes required are as follows:

Orders Read and Write access
Discounts Read and Write access
Subscriptions Read and Write access
Payments No access
Payment Methods No access
Customers Read and Write access
Products Read and Write access
Store Information Read access
Async Batches No access
Accounts Read and Write access
Checkouts No access
Customer Notifications No access
External Tokens No access

FAQs

Where is my Recharge API token?

You can get your API token by logging into your Recharge admin portal.

Navigate to Integrations > API Tokens

On the following page, click Create an API Token to generate a new token for your store.

You can set all the Permissions to Read and Write access, except for Checkouts and Async Batches.

Why am I getting a warning?

Don’t worry, most payment providers will warn you about sharing your API keys. This is to prevent any data being shared with unverified businesses.