ReCharge Integration Guide

This guide outlines the steps required to connect your ReCharge account to Helm. Once configured, the integration enables seamless order importing and product synchronisation between platforms.

Last updated 3 months ago

Step-by-Step Setup

🔗 Step 1: Access the Integration Page

  1. Log in to your Helm account.

  2. Navigate to:
    Settings → Sales Channels

  3. From the list of available channels, select ReCharge.

Step 2: Generate Your Access Token from ReCharge

To authenticate the integration, you will need to generate an API Access Token from your ReCharge account.

  1. Log in to the ReCharge Admin Portal.

  2. Navigate to:
    Integrations → API Tokens

    image-1650977689179.png

  3. Click Create an API Token.

    image-1650977681313.png

  4. If prompted with a permissions disclaimer, select all three checkboxes and click Accept.

    image-1650977671620.png

  5. In the Details section:

    image-1650977666726.png

    • Token Nickname – A name to help you identify the token.

    • Contact Email – Your preferred email for communication.

  6. In the Permissions section:

    image-1650977657462.png

    • Set Read and write access for:

      • Orders

      • Products

  7. Click Save to generate your token.

    image-1650977651377.png

📋 Copy the generated Access Token — this will be required when configuring the integration in Helm.

image-1650977638518.png

⚙️ Step 3: Fill in Required Fields in Helm

Return to the Helm integration form and complete the following fields:

Field

Description

Active

Toggle the Active switch to enable the integration

Name

Provide a descriptive name for the integration (e.g. ReCharge UK)

Access Token

Paste the API token obtained from your ReCharge dashboard

Optional Settings

Enable any of the additional settings

Step 4: Configure Settings

  • Additional configuration tabs may include:

    • Settings – Choose the warehouse associated with this channel.

    • Stock Control – Enable Auto Sync Stock as needed.

    • Brand – Customise the brand for despatches (default is from General Settings).

    • Commercial Invoice – Input invoice information for this sales channel.

    • Despatch Emails – Enable automatic despatch emails with carrier tracking.

    • Feedback Emails – Optionally enable post-order feedback emails.

Configure these according to your operational requirements.

Step 5: Finalise the Integration

  1. Click Submit to complete the setup.

  2. A confirmation message will appear at the top-right corner of your screen.

  3. Your ReCharge integration will now be visible under Sales Channels in Helm.

  4. Orders and product data will begin syncing as per your configuration.

Completion

You’ve successfully integrated your ReCharge account with Helm. Ensure your Access Token remains valid and securely stored to maintain uninterrupted service.