Bulk updating product and subscriptions for the Shopify Checkout Integration
When you make changes to your products in Recharge or update your products in Shopify, these changes will only apply to future customers purchasing at checkout. If you would like to update existing customers and subscriptions, you will need to perform a bulk update. The Recharge support team can help manually update this data using CSV files from your Exports section. This guide provides instructions on preparing your CSV file for upload.
Before you start
- The bulk update CSV file must be received at least 5 business days before the date in which the changes need to be made.
- The minimum number of orders that can be bulk edited is 50.
- If performing a product title, variant title, or product swap update, note that the product/variant title and variant ID must align with the relevant product title and variant ID in Shopify. If they do not, the title will update in Recharge, but not in Shopify.
Step 1 - Download the CSV file
- In the merchant portal, select Exports.
- Click Create export and select the export you need to download, based on the bulk update type.
- Enter your email address. If applicable, you can also enter a date range for order exports.
- Click Create export.
Export type
The table below highlights which export to download, based on the type of bulk update.
Bulk update type |
Export Builder CSV |
Product title or variant title update Note: The product or variant title must match the title of the product in Shopify, otherwise the title will revert following the next charge.
|
|
Frequency and interval |
|
Day of the month or week |
|
Recurring price |
|
Prepaid order date |
|
Next charge date |
|
Shipping rates (if set to retain) |
|
Removing a discount |
|
Applying a discount code |
|
SKU update |
|
SKU overrides Note: Only perform if you require the SKU in Recharge to be different than the product SKU in Shopify. Otherwise, to update SKUs to match Shopify, request a regeneration.
|
|
Bulk cancellations |
|
Product swap Note: Product/variant title and variant ID must match the product in Shopify, otherwise title will revert following the next charge.
|
|
Line item properties |
|
Expiration after X number of charges |
|
Update unused discount codes |
|
Update cart attribute | Customers - Shipping Address |
Step 2 - Add new columns to CSV
Depending on the type of bulk update, you may need to add additional columns to the end of the CSV to include your new parameters. The table below highlights how many new columns to include and the title for each column.
Type of update |
Additional columns |
Product title or variant title |
|
Frequency and interval |
Note: The shipping_interval_unit_type and charge_interval_unit_type must be the same (i.e. months, weeks, or days.) |
Day of the month or week |
|
Recurring price |
|
Prepaid order date |
|
Next charge date |
|
Shipping rates (if set to retain) |
|
Removing a discount code | None |
Applying a discount code |
|
SKU updates | None |
SKU overrides |
|
Bulk cancellations | None |
Product Swap |
Note: Changing the Variant ID will not automatically update the price. See the requirements for Recurring price.
|
Line item properties |
|
Expiration after x number of charges |
|
Update unused discount codes |
Note: Make sure to include the Applicable Channels column to confirm where the discount code can be applied.
|
Cart attributes |
|
Step 3 - Insert new data
After adding the additional columns, you will need to populate the column with the new data for the bulk update.
Type of update |
Format |
Product title or variant title |
|
Frequency and interval |
|
Day of the month or week |
|
Recurring price |
|
Prepaid order date |
|
Next charge date |
|
Shipping rates (if set to retain) |
|
Removing a discount code |
|
Applying a discount code |
|
SKU updates |
|
SKU overrides |
|
Bulk cancellations |
|
Product swap |
|
Line item properties |
Line item properties must be styled in JSON format. For example:
|
Expiration after x number of charges |
|
Update unused discount codes |
|
Cart attribute |
|
Step 4 - Send the CSV file to Recharge
Once the CSV file is prepared and the file reviewed for accuracy, send a copy to the Recharge support team. Include the following information in your request:
- The type of bulk update
- The number of rows contained in the file
- The .myshopify.com URL
Please accommodate at least 5 business days for this bulk update to be completed.
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