Bulk managing charges

The merchant portal's bulk management feature provides a reliable in-app tool for updating upcoming charge dates in bulk. Using this tool, you have the flexibility to perform bulk updates on your own timeline. This guide provides instructions on using the tool to update upcoming charge dates in bulk. 

Before you start

• Bulk updating upcoming charge dates reschedules the entire charge and all line items associated with the charge. If you would like to reschedule a single line item on a charge, see Bulk managing subscriptions. 
  • This bulk update will only change the next charge date.
• If you see errors such as charge with ID <charge ID> does not exist or charge SKIPPED status must be one of ['queued', ‘error’], you can continue processing updates. These errors are due to customers updating subscriptions in the customer portal and Recharge will continue to process valid charges. 

Update charges with the Multi-select tool

The Multi-select tool allows you to update charges based on search criteria or filter options. The Multi-select tool is built into the merchant portal and provides an easy-to-use interface with selection boxes.

Step 1 - Prepare the bulk update

To start a bulk update using the Multi-select tool, search for and select subscriptions to update:

1. In the merchant portal, click Subscriptions. On the Subscriptions page, search for relevant subscriptions by using the search criteria or filter options.
2. Use the selection boxes to select individual records or select all records to update all search results.
3. Click Actions and choose Reschedule.
   
4. Select a new next charge date using the calendar and click Next when finished.
   
5. Preview the update summary and select Prepare update. Recharge will generate your update file and email you when the update is ready for processing.

Step 2 - Perform the bulk update

The bulk update file will generate in the background and you can check the status at any time:

1. In the merchant portal, click Data and select Bulk updates to view your validated files.
2. Click Process update to begin the bulk update.
   
3. On the pop-up modal, click Update subscriptions to confirm the bulk update.
4. Once the update is done, the Processing status will be marked Complete and the Results will display the number of subscriptions updated.
5. From the merchant portal, click Subscriptions to confirm the updated information is correct.

Update charges with the Import tool

Step 1 - Prepare a CSV file

You can use the Import flow to reschedule charges in bulk. To begin rescheduling charges in bulk, you will need to prepare a CSV file.

1. In the merchant portal, click Data and select Exports.
2. Create an export using the Charges - Queued or Charges - Error option from the drop-down list.
3. When the export has finished processing, download and open the export.
4. Remove any charges from the export that you do not want to update charge dates for.
5. Delete all columns except for charge_id.
6. Add a column titled next_charge_date. This is the column that will be used by the bulk managing subscriptions tool to change charge dates.
   
7. Enter the desired charge date in YYYY-MM-DD format. 
8. Save and export your updated file as a CSV file. The file must be in CSV format to use the bulk management tool. 

Step 2 - Import the CSV file

After preparing the CSV file, you must import the file into the bulk management tool. 

1. From the merchant portal, click Orders and select Import updates.
2. Upload the prepared CSV file and click Next.
   
3. Confirm the details of your update and select Validate your file. The validation process may take some time to complete, depending on the size of the file. Once the process is completed, you will receive a confirmation email.
   

Step 3 - Perform the bulk update

Once your file is validated, you can perform the bulk update. 

1. In the merchant portal, click Data and select Bulk updates to view your validated files.
2. Click Process update to begin the bulk update.
   
3. On the pop-up modal, click Update charges to confirm the bulk update. 
4. Once the update is done, the Processing status will be marked Complete and the Results will display the number of charges updated. 
5. From the merchant portal, click Orders then review the Upcoming or Errors tabs to confirm the updated charge dates are correct.

Revert, delete, or cancel the bulk update

If records cannot be processed or you encounter issues with the update, you can revert the bulk update using a backup file. 

Revert using a backup file

1. From the merchant portal, click Data and select Bulk updates.
2. Click the three dots, and choose Download backup CSV. Use the following table for a summary of each file type:
   

   FILE TYPE	SUMMARY
   Error	Records that pulled errors during the update are displayed in this download.
   Success	Records after a completed bulk update.
   Backup	Original records if you need to undo an update that was processed.

3. Use the backup CSV file to run a new bulk update. This will override any changes from the original bulk update.

Delete the bulk update

To delete a bulk update:

• From the merchant portal, click Data and select Bulk updates.
• Click the three dots and select Delete update.

Cancel the bulk update

The cancel update prompt only displays during processing. You can cancel the bulk update process if you need to edit the CSV file before processing is complete. 

1. In the merchant portal, click Data and select Bulk updates.
2. Click the three dots, and select Cancel update.