# Setup Manual

#### This section includes:

* [Stepwise Instructions to Integrate Recharge with Daton](#stepwise-instructions-to-integrate-shopify-with-daton)
* [Workflow](#workflow)

## Stepwise Instructions to Integrate Recharge with Daton <a href="#stepwise-instructions-to-integrate-shopify-with-daton" id="stepwise-instructions-to-integrate-shopify-with-daton"></a>

**Step 1:** ​[Generate an Access token](#step-1-generate-an-access-token): **Generate a New Access Token** from your Recharge account.

**Step 2:** [​Integrate Recharge with Daton](#step-2-integrate-recharge-with-daton): Use the Generated Access Token to integrate with Daton.

## **Prerequisites** <a href="#prerequisites" id="prerequisites"></a>

A Recharge account with permissions to create API tokens.

### **Step 1: Generate an Access token**

* [Sign in](https://rechargepayments.com/) to Recharge payments.

* Click the **'API tokens'** button under Apps on the left sidebar.<br>

  <figure><img src="/files/0EyooHf0TlCisYgMyMFG" alt=""><figcaption></figcaption></figure>

* Click on **'Create an API token'** to generate a new set of tokens for Daton.

  <figure><img src="/files/yLZJHpsbAWc3UPxP0IUT" alt=""><figcaption></figcaption></figure>

* In the Details section, enter a name and contact email corresponding to your account for the token.&#x20;

  <figure><img src="/files/DRUgUwsZS8cZ5Fhx12Vb" alt=""><figcaption></figcaption></figure>

* Provide **'read access'** for each of the permissions you want to grant to the token.&#x20;

  <figure><img src="/files/zuExN7jAkqGm9kmiakes" alt=""><figcaption></figcaption></figure>

* Read and accept Recharge's API Terms of Service and click **Save**.

* Save the newly generated token. Please note that this token will be used while creating integrations in Daton.

### Step 2: Integrate Recharge with Daton

* [Sign in](https://daton.sarasanalytics.com/login) to your existing Daton account.&#x20;
* Search for **Recharge Payments v2** in the list of Connectors and click on the **'Configure'** button.
* Provide the necessary **Integration Name**, **Replication Frequency**, and **Replication Start Date** data and click the **'Authenticate'** button.\
  \&#xNAN;*Please Note, the **Integration Name** would be used in creating tables for the integration and cannot be changed later.*&#x20;

  <figure><img src="/files/yNskDi8zAwPZjob0c4NO" alt=""><figcaption></figcaption></figure>
* Provide your the generated **'Access Token'** and click on **'Authenticate.'**\
  ([*Click here*](#step-1-generate-an-access-token) *to read how to generate an Access Token in Recharge.)*<br>

  <figure><img src="/files/xFP9V76FZzsBGrFaiLvM" alt=""><figcaption></figcaption></figure>
* Post successful authentication, you will be prompted to choose from the list of available tables. **Add** the required Tables and click on **'Next.'**&#x20;

  <figure><img src="/files/Euy38yARWt9wmElFmqWX" alt=""><figcaption></figcaption></figure>
* Select all the columns you require for each table and **Submit** the integration.&#x20;

  <figure><img src="/files/iAMQpw1SWMwbzPYd49ey" alt=""><figcaption></figcaption></figure>
* Once submitted, you will be prompted to select the destination for your account. Select your favorite destination and click on **'Confirm.'**

  You will now receive a popup saying **'Integration Successful.'**

  Congrats! Your Recharge account has been integrated with Daton.

## Workflow

1. Integrations would be in the **Pending state** *initially* and will be moved to the **Active state** *as soon as the first job loads* data successfully into the configured warehouse.
2. Users can **view** *job status and process logs* from the integration details page by clicking on the integration name from the active list.
3. Users can **Re-Authenticate, Edit, Clone, Pause** or **Delete** the integration at any given time by clicking on the settings.\
   You can also edit the integration to **change frequency** and **history**.
4. Each table in your integration can be accessed by clicking on the integration on the 'Sources' page. Here you may find the **status of each table,** the **last replicated time,** and **Reload access buttons**.

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