Recharge

Recharge Legacy vs Recharge Shopify Hosted

  • Recharge Legacy: For stores that use the Recharge's checkout on the store's customer facing side.
  • Recharge Shopify Hosted: Recharge's newest integration with Shopify, for stores that use the Shopify's checkout on the customer facing side. 

Checking which Recharge platform you use

From your Shopify Admin, click on your Recharge app. From the left hand side navigation, click on Settings and then Store.

On the right hand side, you will see which Recharge platform you use. 

MESA Triggers explained

Here is where you will find what specific Recharge action will trigger your MESA workflow.

Address Updated Your workflow will trigger when you update an address in the Recharge app. It will also trigger whenever a subscription has been activated or cancelled.
Address Created Your workflow will trigger when a customer goes through the checkout with a particular address for the first time.

Charge Created Your workflow will trigger when your customers checkout successfully.
Charge Failed Your workflow will trigger every time Recharge tries to process a charge and it fails due to various reasons (insufficient funds, invalid CC info, expired CC, etc.) in the Recharge app.
Charge Paid Your workflow will trigger when a charge is successfully processed, both manually in the Recharge app and by an automatic recurring charge. This will not trigger on the checkout itself.
Charge Upcoming Your workflow will trigger X days before the upcoming charge is scheduled. The default is 3 days but your store specific setting can be verified on the SettingsNotificationsNotification Settings page in the description of the Upcoming charge customer notification.
Charge Updated Your workflow will trigger when you update the charge's next charge date field.
Charge Uncaptured Your workflow will trigger when a charge is uncaptured.
Charge Refunded Your workflow will trigger when a charge is refunded.
Charge Max Retries Reached Your workflow will trigger after Recharge attempts to process a charge 8 times, and it failed every time due to various CC issues in the Recharge app.
Charge Deleted Your workflow will trigger when a charge is removed.

Checkout Processed Your workflow will trigger when a checkout is successfully processed.

Customer Created Your workflow will trigger when a customer goes through the checkout with a particular email address for a first time.
Customer Deactivated Your workflow will trigger when the last subscription a customer had expires, so the customer no longer has active subscriptions (which means there are no queued charges/orders for the customer).
Customer Updated Your workflow will trigger when you update a customer in the Recharge app.
Customer Payment Method Updated Your workflow will trigger only when you update the customer's payment token in the Recharge app. 
Customer Deleted Your workflow will trigger when the customer is removed.
Customer Activated Your workflow will trigger when you activate a customer. Activating means that you have added a subscription to a customer who didn’t have an active subscription previously.

Onetime Product Updated Your workflow will trigger when you update a Recharge one time product.
Onetime Product Deleted Your workflow will trigger when you delete a Recharge one time product.
Onetime Product Created Your workflow will trigger when you create a Recharge one time product.

Order Created Your workflow will trigger when an order is created (when a charge is successfully processed). In case of prepaid orders, there will be multiple automations, one automation for every queued order created at once.
Order Processed Your workflow will trigger when an order is processed (when an order goes from status  queued to status success). This will not trigger on checkout.
Order Updated Your workflow will trigger when an order is updated.
Order Success Your workflow will trigger when an order is successful.
Order Payment Captured Your workflow will trigger when an order's payment is captured.
Order Deleted Your workflow will trigger when an order is deleted.
Order Cancelled Your workflow will trigger when an order is cancelled.
Order Upcoming Your workflow will trigger when an order is upcoming.

Subscription Created Your workflow will trigger when you create a subscription in the Recharge app or when a customer goes through the checkout.
Subscription Cancelled Your workflow will trigger when a customer cancels a subscription. 
Subscription Activated Your workflow will trigger when you activate a subscription in the Recharge app or a customer activates a subscription.
Subscription Updated Your workflow will trigger when you update a subscription in the Recharge app. This will also trigger when you update the next charge date in the Customer Portal, or when you use MESA's Recharge  Change Subscription's Next Charge Date action. 
Subscription Unskipped Your workflow will trigger when a subscription is unskipped.
Subscription Swapped Your workflow will trigger when a subscription is swapped.
Subscription Skipped Your workflow will trigger when a subscription is skipped.
Subscription Deleted Your workflow will trigger when you delete a subscription in the Recharge app.

Additional details about the Recharge API can be viewed here.

Connecting Recharge Shopify Hosted with MESA

When you're setting up your first workflow with Recharge Shopify Hosted, you'll need to create a credential through MESA's Recharge App. Click on Authenticate with Recharge to complete the process. 

Once redirected, scroll until you see a blue Install button and click on it. Then, you are all set! 🎉

If you see a "Not Found" message after you are redirected, it means that Recharge is not installed on the Shopify store that you currently have MESA installed on.

Configuration

Recharge Retrieve Customer & Shopify Retrieve Customer Actions

If you want to update a Shopify customer after a Recharge trigger occurs, you will need to add a Recharge Shopify Hosted Retrieve Customer step before your Shopify Retrieve Customer step. You will not be able to update the Shopify customer without knowing the Customer ID from the Recharge Shopify Hosted Retrieve Customer step. 

In the Recharge Retrieve Customer step, you will want to locate the token that contains the Recharge Customer ID

In the Shopify Retrieve Customer step, you will want to locate the token that contains the Shopify Customer ID. In most cases, you will find the token under External Customer ID > Ecommerce 

Recharge Create Onetime Product Action

If you want to add a onetime product (non-recurring products on a queued order) to a subscription order, you can utilize the Recharge Shopify Hosted Create Onetime Product action.

In the Step Configuration within the action in MESA, the following are required Keys:

  • Address ID: You will need to use MESA's token feature to locate the Address ID
  • Ecommerce: The variant id of the Shopify product. You can locate your product's variant id by following this document. To find the Shopify Variant ID on a product without variants, you can add /variants.json at the end of the product URL. Locate the numbers set to id.
  • Price: Price of the product
  • Next Charge Scheduled At: You will need to use MESA's token feature to locate the Next Charge Scheduled At
  • Quantity: Set to your preferred quantity number