Setting up a Recharge integration – Ometria Help Centre

Recharge is a subscriptions payments platform that allows retailers to set up recurring billing for products and services offered on subscription.

Once set up, contact data from your Recharge account automatically updates contact custom fields in Ometria, which you can use to create segments.

You also have the option to send custom events from Recharge to Ometria and use them to trigger automation campaigns.

This integration is only available to Shopify users.

Contact data is sent to Ometria daily at 06:00am UTC.

Subscription events are created in Ometria as close to real time as possible.

Before you begin

If you're interested in integrating with Recharge, please contact your Customer Success Representative to discuss enablement.

You should also get:

An API key from Recharge
An API key from Ometria

Only users with administrator account permissions can access the API keys tab.

Create your custom fields

You'll need to create custom fields in Ometria to collect data from Recharge.

All of these fields use the Category: Contact.

Field	Field ID	Type
Total subscriptions	total_subscription	Number
Total active subscriptions	active_subscriptions	Number

Custom events

If you're planning to send custom events from Recharge to Ometria to trigger automation campaigns, please raise a request with the Support Team listing the events you'd like to use.

Ometria supports the following custom events for Recharge:

Subscription created
Subscription cancelled
Subscription activated
Upcoming charge (e.g. seven days before charge date)

You can use these custom events to trigger automation campaigns.

Set up your Recharge connection

Note: You must contact your Customer Success Representative before attempting to setup Recharge. You won't be able to access the Recharge setup until your account has been configured in the back end.

In Ometria, go to Settings > Connections.

Select the Recharge tile:

Authenticate your connection

In the Ometria API key screen, select Add a new account from the dropdown.

Give your authentication a name and enter your Ometria API key:

Select Create.

Once the screen has authenticated, click Next to authenticate Recharge.

In the Recharge API key screen, select Add a new account from the dropdown.

Give your authentication a name and enter your Recharge API key:

Click Create and then Next once the connection is authenticated.

Customers start date

In the Customers Start Date screen, enter a start date for your customer data.

You can only do this once, for your first import.

Ometria will retrieve data for all customers with an "updated_at_min" date in Recharge after the date you enter here.

Example:

Jane's "updated_at_min" date in Recharge is 2022-02–03 01:32

If you enter the date 2022-01-01 00:00, Jane's data is retrieved by the first import.
If you enter the date 2022-06-01 00:00, Jane's data is not retrieved.

Select Finish to complete the integration setup.

Once the connection is complete and active, Recharge starts sending data to your account.

Cancelled subscriptions

If the customer cancels and has no other active subscriptions, Ometria displays 0 in their Recharge fields.