Getting Started

Connect your Shopify store and authorize permissions

Install RecurX, approve its permissions, open it from Apps in your Shopify admin, and understand what each permission is for and what happens to your data if you uninstall.

4 min read701 words

RecurX is an embedded Shopify app: you install it from the Shopify App Store, approve the permissions it asks for, and use it inside your Shopify admin. There's no separate account or password — Shopify signs you in every time you open the app.

Step 1: Install and approve the permissions

  1. Open RecurX Subscriptions in the Shopify App Store and click Install.
  2. Shopify shows the permissions RecurX asks for. Review them and approve the install.

Shopify, not RecurX, shows this screen, and it lists the same permissions as the table below.

Note: RecurX doesn't take payment at install. You choose Basic or Pro inside the app, and Shopify shows the price and any free trial before you approve. See RecurX billing & plan management.

Step 2: Open RecurX from Apps

After the install, RecurX opens in your Shopify admin. Next time, open it from Apps → RecurX Subscriptions in the admin sidebar. Its sections — Subscriptions, Growth, Retention, Campaigns, Signal Analytics and App settings — appear under the app name.

The Shopify admin sidebar with RecurX Subscriptions highlighted under Apps
The Shopify admin sidebar with RecurX Subscriptions highlighted under Apps

Step 3: Follow the setup guide

On first launch RecurX opens the Set up RecurX guide: choose how to set up, build your first plan, turn on the widget, choose pricing and launch. See Welcome tour.

The first page of the Set up RecurX guide
The first page of the Set up RecurX guide

What each permission is for

Permission Why RecurX needs it
Products (read, write) and purchase options (write) Read your catalog and publish subscription plans to your products as selling plans
Subscription contracts (read, write — RecurX's own) Create and manage the subscriptions sold through RecurX: pause, skip, swap, reschedule, cancel
Customer payment methods (read, write) See which saved payment method a subscription uses, and send customers a link to update it after a failed payment
Orders (read, write) and draft orders (write) Record subscription orders, and create orders RecurX needs, such as an early-cancellation fee
Fulfillments (read) Follow the delivery status of subscription orders
Customers (read, write) Show subscribers, and apply the customer tags from your tag rules
Discounts (read, write) Volume pricing and reward discount codes
Shipping (read, write) and locations (read) Delivery profiles for subscription products
Store credit (write) Issue store credit when a reward or membership perk gives it
Themes (read) Check whether the RecurX app embed and blocks are on in your published theme
Publications (read, write) Make RecurX's own membership products available on the Online Store sales channel

RecurX only reads your theme; it never edits theme files. You turn the widget on yourself in the theme editor.

See what RecurX adds to your store

App settings → Extensions lists everything RecurX adds to your theme, checkout, customer accounts and Shopify admin, and whether each one is set up.

App settings → Extensions with the Shopify admin and automations section
App settings → Extensions with the Shopify admin and automations section

When RecurX asks for a new permission

When a new RecurX feature needs a permission you haven't granted yet, Shopify asks you to approve it the next time you open the app. Until you do, only that feature waits — for example, a membership plan shows "Grant RecurX the new permission to publish automatically." with a Grant permission button.

Uninstalling and your data

You can uninstall RecurX from your Shopify admin at any time. About 48 hours after you uninstall, Shopify asks RecurX to erase your store's data, and RecurX deletes it permanently. The same answer is under App settings → Billing & plan → Billing questions.

Billing questions with What happens to my data if I uninstall? expanded
Billing questions with What happens to my data if I uninstall? expanded

RecurX also handles Shopify's customer data requests and customer deletion requests for your subscribers.

Troubleshooting

  • "Couldn't connect to your store" — RecurX works only inside your Shopify admin. Open it from Apps in your Shopify admin, or try again. Click Try again, or Return to Shopify admin and open RecurX from Apps. Don't open the app's address in a separate browser tab.
  • Reinstall required — "RecurX needs updated permissions. Reinstall the app to grant them." This shows in the Widget on your store card (Subscriptions → Widget) when RecurX's access to your store has expired. Click Reinstall app and approve the permissions Shopify shows.

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Need help?

Ask in chat — our assistant answers straight away from these guides, and a person from the team takes over whenever you ask. Or email [email protected].

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