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Chargify and Shopify: Version 2

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A Good Thing Just Got Better

Two years ago, Shopify noticed that a number of merchants wanted support for recurring orders, so we worked with Shopify to provide a solution with Chargify.

It was a solid start, but Shopify/Chargify merchants really wanted to view one-time orders (from Shopify) and recurring orders (from Chargify) ALL IN SHOPIFY.

As of today, this is possible!

(Thank you to Shopify for expanding their programming API earlier this year to make this possible.)


Getting Started

To get started, log in to your Shopify store, click on “Apps” in the left hand menu, then click on the Chargify app under “Installed Apps”.

Once you’re in, click on the “Settings” link in the top right. You’ll be prompted to re-authorize Chargify, since we need access to Shopify’s new Orders API functionality.


You will be redirected to Shopify, and you’ll see something like the following:


Once you’ve re-authorized Chargify, you’ll be brought back to the Settings page, and a new option will appear:


If you enable the above option, then Chargify will turn each new signup and subscription renewal into a new Customer (if one does not already exist) and a new Order within your Shopify store. (If you do not enable this option, nothing will change and the app will function as before.)

You can check on the processing status of events between Chargify and your Shopify shop by clicking on the “Logs” link. Events that have successfully synced between Chargify and Shopify are noted as successful. Events that failed to sync because of an error in communication between Chargify and Shopify (internal server error, etc.) can be queued for reprocessing.

Note: Once we have passed a new order/renewal order to Shopify, we cannot cancel or delete it. If we send an order to Shopify and then someone cancels the subscription in Chargify, the order already in Shopify will remain there.


Shopify requires shipping information for valid Shopify “Orders” to be created.

Events that fail to sync because of incomplete data (customer didn’t provide shipping information, for example) cannot be re-processed by Chargify. They will simply be rejected by Shopify.

Because of this, it is highly recommended that you require shipping information on any Chargify products that you want to have pushed into Shopify when customers sign up for them or when normal subscription renewals occur.

You can do this by logging into your Chargify site, clicking on the “Setup” tab, and clicking “Edit” for any of the applicable products. Then, choose “Request Shipping Address at signup” and “Require Shipping Address at signup”:


This will ensure that Chargify has enough information from your customers to create acceptable Orders in Shopify.

Once you’re set up, you’ll notice new Orders are automatically created in your Shopify store as they are generated by Chargify:


Summary

This has been the Number One request from our Chargify/Shopify merchants, so we’re very excited to get this done!

If you have any questions or problems with this new functionality, please contact Chargify Support.


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