Recharge: Setup guide

Recharge: Setup guide#

This guide explains how to collect data from Recharge.

Creating a datastream to collect data from Recharge#

The basics of creating a datastream to collect data from any data source are explained in our guide to Collecting data in Adverity. This guide contains information about the specific steps to create a datastream to fetch data from Recharge.

Authorization: Allow Adverity to access Recharge#

To set up a new authorization to fetch data from Recharge, follow these steps:

  1. In the Authorization step of the datastream wizard, click Access Recharge using your credentials.

  2. Click Next.

  3. Find your API token as described in the Recharge documentation.

  4. In Token, enter the API token you found in the above step.

  5. Click Authorize.

  6. If you choose Access using your credentials or Access using someone else’s credentials, in Set up or edit Stores, you or the person granting access must choose one of the following options:

    • Choose Grant access to all items, including those created in the future to give Adverity Stores to access all existing items and all items created in the future.

    • Choose Select specific items to which you want to grant access to only give Adverity Stores to access the selected items. Adverity will not automatically have access to items created in the future. You will need to grant Adverity access to any items created in the future.

    Warning

    If you use your credentials to grant Adverity access to Recharge, all the items available to you using your credentials will be visible in the Authorizations page to all Adverity users with permission to edit this authorization.

    If someone else uses their credentials to grant Adverity access to Recharge, the same applies to the items available using their credentials.

    This is important to consider if you do not want all Adverity users with permission to edit the authorization to be able to see the details of the authorization items. For more information about user permissions, see Managing user permissions.

Configuration: Choose the data you want to collect from Recharge#

To choose what data to collect and customize the Recharge datastream configuration, follow these steps:

  1. (Optional) Rename your datastream.

  2. In Report type, select the type of data to collect from Recharge.

  3. In Status, select the statuses for which to collect data. If you do not select any items in a drop-down list, Adverity collects data for all items in the drop-down list.

What’s next?#

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