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.
- 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.
Step 1: Install from the Shopify app store
Start by visiting the Upzelo page on the Shopify app store.
Use the Add app link to install Upzelo on your Shopify store.
Once you have confirmed the price and installation within the Shopify app store you will be redirected to Upzelo to complete your account setup.
Now your Upzelo account has been created and automatically connected to your website.
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
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.