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:
In the Authorization step of the datastream wizard, click
Access Recharge using your credentials.
Click Next.
Find your API token as described in the Recharge
documentation.
In Token, enter the API token you found in the above step.
Click Authorize.
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:
(Optional) Rename your datastream.
In Report type, select the type of data to collect from
Recharge.
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.