Installation

Requirements and setup instructions for PricePilot.

Requirements

To use PricePilot, you will need the following:

• A Shopify account
• A Recharge account
• Optional: A Klaviyo account and your Klaviyo private API key to enable notifications
  • Events: full access permission required

Installation

To install PricePilot, follow these steps:

1. Visit the PricePilot page on the Shopify app store.
2. Click on the "Add app" button to begin installation.
3. Follow the prompts to complete the installation process.
4. After installation is complete, navigate to the PricePilot app settings to configure your sync and reservation options.

Connecting Recharge

PricePilot needs access to your Recharge account to sync prices, reserve stock, and manage subscriptions. There are two ways to connect:

Option 1: OAuth (Recommended)

The simplest way to connect is through Recharge OAuth. This is required for Discount Engine features.

1. Navigate to the PricePilot app in Shopify.
2. Click the Connect Recharge button.
3. A new tab will open where you can authorize PricePilot to access your Recharge account.
4. After approving, the tab will close and PricePilot will show your account as connected.

OAuth automatically grants PricePilot the correct permissions and handles token management for you. If you later enable features that require additional permissions (such as the Discount Engine), PricePilot will prompt you to re-authorize to grant the necessary scopes.

Option 2: Manual API Key

If you prefer, you can connect using a Recharge API key instead. Note that some features (Discount Engine) require OAuth and cannot use API keys.

1. Navigate to the PricePilot app in Shopify.
2. Click Or enter API key manually to expand the manual entry form.
3. Enter your Recharge API key and click Save.

Your API key must have the following permissions:

• Subscriptions: read and write access — for price sync and product swap
• Orders: read and write access — for reservation processing and charge discount operations
• Customers: read and write access — for customer segmentation and address discount operations
• Discounts: read and write access — for Discount Engine (required for loyalty discounts)
• Products: read access — for variant price lookups
• Async Batches: read and write access — for efficient batch processing
• Plans: read access — for subscription plan data

If you do not have the correct permissions, PricePilot will notify you which ones are missing.

Recharge API - Go to your Recharge admin interface and navigate to Apps > API Keys. You can follow these directions.

Disconnecting

To disconnect your Recharge account, click the Disconnect button on the Recharge card. You can reconnect at any time using either method.