Recharge
Integrate Recharge with Upzelo
Last updated
Integrate Recharge with Upzelo
Last updated
© 2023 - Upzelo Limited
Head over to the Integrations page in the Setup menu on the bottom left of the dashboard, you will be presented with a list of Integrations that Upzelo offers.
Start by clicking the Connect button underneath the Recharge card. The card will then transform into a form with fields for you to enter your Live mode and Test mode API keys.
Follow the instructions on the form and confirm your keys work correctly by pressing Check before pressing Save.
After pressing Save, we will check that you have set up the key with the correct permissions. Once that check is complete, your data will begin to be imported into Upzelo.
Upzelo imports data from your Recharge account so that it can be used to create audiences. This allows you to create Flows that can be tailored specifically to a segment of your customer base. This means that a new sign-up can receive a Flow different from a customer that you consider to be valued.
Upzelo imports Customers, Subscriptions, Coupons, Products and Prices from Recharge.
Segmentation Attributes:
Subscription Age
Plan
Billing Interval
Subscription Status
The Actions section of Upzelo will create coupons inside of your Recharge account which can then be used inside of Flows.
Actions created in test mode are only available for test mode flows.
When a customer is presented with a Flow, Upzelo takes care of all of the billing updates for you. Some of the Actions that you create are billing related and we will go through those in a bit more detail below.
Upzelo automatically creates webhooks so that it is always up to date with your customer's subscriptions.
Pausing works a little differently with Recharge, instead with this, we offer the ability to "skip" the next charge.
We do this by requesting the next upcoming charge, and then marking it as skipped.
You can create different types of discounts in the Actions section. When a customer accepts a discount (money off, percentage, or even a "free period"), we will apply the coupon to the subscription ID that has been provided.
Upzelo handles canceling subscriptions for you. The behavior of this can be configured so that the subscription either ends immediately or at the end of the current period. This is configurable on each Flow that you offer.
When creating an API key on Recharge, certain permissions are required for Upzelo to function correctly.
Orders
Write
Discounts
Write
Subscriptions
Write
Payments
Write
Customers
Write
Products
Read
Store Information
Read
