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How the Integration Works

The integration only works with Stripe,  Authorize.net or Braintree merchant processing. 

Note: If you're using Braintree, then PayPal can be used for the integration via the PayPal connection that can be enabled within your Braintree account. This is the only PayPal option that works with the OCU/ReCharge integration.

IMPORTANT: In order for the integration to work you need to use the same exact Stripe, Authorize.net or Braintree account for both OCU and ReCharge apps. Test orders (orders made using a Test card) will not work. Only live credit cards can be used for testing purposes.

There are two ways you can utilize the OCU-Recharge integration:

Option 1: You can offer OCU post-purchase upsells when a customer purchases a ReCharge subscription product.

Option 2: You can offer ReCharge "One-time & Subscription" or "Subscription only" products as OCU post-purchase upsells/downsells.

You can set up BOTH Options 1 & 2 if you'd like! 

How to Connect the Integration

1. Make sure that you have both OCU and ReCharge apps fully installed, configured and active.

2. In the OCU app, click on the Settings button from the left-side navigation menu. Then click into the "Integrations" section. Find the "ReCharge Recurring Billing & Subscriptions by ReCharge" integration and click the green "Connect" button there:

3.  You'll be taken to this screen to connect OCU to the ReCharge app. Click the Install button to connect the integration:

4. Once successfully connected, you will be taken back to the OCU app's Integrations section. Click the switcher to enable the integration in OCU and you're all set!

How Option 1 works:

1. Your customers will be presented with the OCU checkout when purchasing any store product(s) that have an OCU upsell tag applied AND have chosen a ReCharge subscription option for that product. 

2. After completing payment for this initial subscription order, the customer will be presented with the OCU post purchase one-click upsells afterwards. These will be OTOs (one-time-offers). 

3. The ReCharge subscription portion of the order will show up in the ReCharge app once the OCU thank you page is reached or after 10 minutes if the customer abandons the post-purchase flow. 

How Option 2 works:

1. When you add a store product to an OCU upsell tag's funnel that also has a ReCharge subscription option, your customer will automatically be presented with the ReCharge subscription option directly on the OCU post-purchase offer page.

Note: The original store product should be added within the upsell funnel, not the ReCharge product which is hidden from the Online Store sales channel.

2. The product within the Ruleset in ReCharge can be configured for either "One-time & Subscription" or "Subscription only".

If "One-time & Subscription" is chosen for the product in the ReCharge Ruleset, then both OTO (one-time-offer) and Subscription options will be presented to the customer on the upsell offer page. 

If "Subscription only" is chosen for the product in the ReCharge Ruleset, then only the Subscription information will be presented to the customer on the upsell offer page. 

Important Note: The Discount added to the upsell product's offer page within the OCU app will also be applied to the subscription "Subscribe & Save" price within the ReCharge app. 

For example, in the first screenshot above, the "Subscribe & Save 50%" price would be reduced by the additional discount level of the 15% that was added to the offer page product in OCU. 

The discounted price will not reflect on the Offer Page Preview. You'll have to view the offer page LIVE in order to see the discount price. 

This total discount amount would apply for all recurring subscription orders as well. 

Limitations and Important Information about the integration

• The integration only works with Stripe,  Authorize.net or Braintree merchant processing.
IMPORTANT: In order for the integration to work you need to use the same exact Stripe, Authorize.net or Braintree account for both OCU and ReCharge apps. Test orders (orders made using a Test card) will not work. Only live credit cards can be used for testing purposes.

• Orders for the subscription will appear in your ReCharge account once the OCU thank you page is reached or after 10 minutes if the customer abandons the post-purchase flow. 

• For the ReCharge Customer portal - the ReCharge admin won't show the original order by the customer that didn't go through ReCharge checkout.

• Only orders which passed through ReCharge's checkout are shown in the Orders tab in the ReCharge app. OCU orders can't be shown there. We send all needed information to Recharge through API to create the customer, address and subscription in Recharge, but not the Order. So the first order is created via OCU, then subscription information is sent to Recharge, then all recurring orders will be created via the ReCharge app.

• Only orders which passed through ReCharge's checkout will contain credit card details like last 4 digits and expiration date. When the first order is created via OCU, then the subscription will be created via ReCharge's API and it doesn't contain credit card details. It contains a payment profile ID of the customer who made the purchase. The payment profile ID is what will allow the customer to be charged for their recurring order created via ReCharge's API. 

• ReCharge discounts don't work on OCU checkout - we'll be working on adding this in a future update of the integration.

• Shipping / Taxes calculated by 3rd party system could be slightly off in edge cases - The Shipping rate for second item shipped (recurring order item) could be cheaper when shipped in a month (or whenever the next shipment of the subscription item is set to ship) because ReCharge will use the cheapest shipping option at the time of shipping.

• At this time the integration isn't compatible with ReCharge workflows or prepaid subscriptions - i.e: pay $100 now and we send you the subscription item for 4 months. We'll be working on adding this in a future update of the integration.

• We don't recommend to set "Charge customer on this day of month" / "Set a cut off date" for your Ruleset in Recharge because it won't work with the integration. These parameters are not passed from cart to OCU checkout, so it wouldn't be taken into account during subscription creation: 

• Initial subscription tags won't be inputted for customer/orders for people created by OCU, just future tags on future orders. This may be an issue with your fulfillment system relies on a ReCharge tag being passed to it.
Note: All orders which contain ReCharge subscription product will be tagged with a "Subscription" tag.

• For Authorize.net users, Recharge creates a $1 transaction and voids it after a new customer is created in Recharge via API. This is normal and is a way to validate the customer's payment data from Recharge's side when a subscription is created via API.

How it works with the "PayPal Express Checkout" and "PayPal Checkout" integrations for OCU

If you're using the PayPal Express Checkout or the PayPal Checkout integration for OCU, the OCU/ReCharge integration handles it in the following way: 

  1. When a ReCharge subscription product is present in the Cart, then the PayPal payment method will be hidden on OCU checkout. 
  2. When the initial checkout has no subscription product, but a subscription product is offered as an upsell/downsell and the order is placed through PayPal, then the subscription option will be unavailable (only one-time purchase) on the offer page.

How does OCU and ReCharge work together on my store if I don't enable the integration?

If you leave the integration disabled for ReCharge within OCU, here's what happens when you have certain products in the cart:

Subscription Product only =  ReCharge checkout
Subscription Product + OCU Trigger Product =  ReCharge checkout
OCU Trigger Product only = OCU checkout

The ReCharge checkout would take priority if a customer's cart contains a subscription product and the integration is not enabled. 

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