Bulk managing discounts and addresses
The merchant portal's bulk management feature provides a reliable in-app tool for updating subscriptions, charges, and addresses 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 discounts and addresses in bulk.
Before you start
- Discount and address updates are not compatible with the Multi-select tool.
- To understand all available bulk update opportunities, refer to our course Updating subscriptions at scale.
Update subscriptions with the Import tool
Step 1 - Prepare a CSV file
Note: Bulk management tools have a max limit of 50,000 records. If you need to process more than 50,000 records, you must split the records into multiple CSV files and complete multiple bulk updates using the import tool.
You can use the Import tool to manage discounts and addresses in bulk. To begin updating discounts and addresses in bulk, you will need to prepare a CSV file.
- In the merchant portal, click Data and select Exports.
- Create an export using the following applicable exports:
- Apply discounts - Charges - Queued
- Remove discounts - Charges - Queued
- Update addresses - Customers - Shipping addresses
- When the export has finished processing, download and open the export.
- Remove any charges from the export that you do not want to update discounts or addresses for.
- For Bulk address updates, use the data from the Customers - Shipping addresses export to fill out the required fields in the Update addresses bulk update template.
- Depending on the update type you are performing, you will need to add specific properties to your CSV file. The following table is split into the different bulk update types and lists the columns required for the update. Add columns and delete unnecessary columns in the CSV file using the applicable properties for your bulk update type:
COLUMN TITLE |
SUMMARY |
APPLY DISCOUNTS |
|
| address_id |
The numerical Address ID associated with a customer’s subscription. If you need to find Address IDs in Recharge:
This column is required for this update type because discounts apply directly to a customer's address. |
|
discount_id OR discount_code |
When a discount code is applied to an address, a unique string of numbers is attributed to the code being used. The discount ID identifies a specific discount code used on a single charge. OR The discount code created in the merchant portal. |
REMOVE DISCOUNTS |
|
| address_id |
The numerical Address ID associated with a customer’s subscription. If you need to find Address IDs in Recharge:
This column is required for this update type because discounts apply directly to a customer's address. |
UPDATE ADDRESSES |
|
| address_id |
The numerical Address ID associated with a customer’s subscription. If you need to find Address IDs in Recharge:
This column is required for this update type because discounts apply directly to a customer's address. |
| address_1 | The customer’s street address. This address may be different than the billing address if the person receiving the subscription and the cardholder live at different addresses. |
| address_2 | Any additional address information such as apartment number or specific mailbox. This field is not mandatory. |
| city | The city where the subscriber is located. |
| company (optional) |
The customer's company. |
| country_code | The country code for where the subscriber is located. |
| first_name | The customer’s first name listed on the subscription. |
| last_name | The customer’s last name. |
| order_attributes (optional) | Extra information that is added to the order. Each array entry will contain “name” and “value” keys. |
| payment_method_id | The ID of the payment method associated with the subscription. |
| phone (optional) | The phone number of the person receiving the subscription. This is helpful if there are any problems with shipping or delivery. |
| presentment_currency (required for Multi-currency stores only) | Currency that the customer checked out with. |
| province | The customer's state or province. |
| shipping_lines_override |
If a manual shipping override is present, the Name, Code, and Price of the shipping rate will be listed here. Provide an example of the JSON required if you are setting up a shipping override. The JSON example must be in proper JSON format. For example: [{“code”: “FREE”, “price”: “0", “title”: “Recharge Shipping”}] |
| zip | The customer’s zip or postal code. |
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.
- From the merchant portal, click Data and select Bulk updates.
- Click the Import updates button.
- Select your update type from the drop-down menu and click Next.
- Upload the prepared CSV file and click Next.
- 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.
- In the merchant portal, click Data and select Bulk updates to view your validated files.
- Click Process update to begin the bulk update.
- On the pop-up modal, click Update subscription(s) to confirm the bulk update.
- Once the update is done, the Processing status will be marked Complete and the Results will display the number of charges updated.
- From the merchant portal, select Customers and open a customer's profile.
- Confirm the correct discount code has been applied or removed, or confirm the customer's address has been updated.
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
- From the merchant portal, click Data and select Bulk updates.
- 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. - 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.
- In the merchant portal, click Data and select Bulk updates.
- Click the three dots, and select Cancel update.
