Using the Bulk Updater Tool

The Bulk Updater tool allows you to bulk update existing subscriptions. You can use this tool to update product titles, variant titles, prices, or SKUs in Recharge. This guide provides instructions on how to enable the tool, search for products to update, use the Bulk paste IDs feature, and submit bulk update changes. 

Before you begin

• Refer to Bulk managing subscriptions to perform bulk updates directly in the merchant portal. 
• This tool can only be used to update Recurring price, quantity, and external ID on the Shopify Checkout Integration. To update other parameters in bulk, see Bulk updating product and subscriptions for the Shopify Checkout Integration.
• The Bulk Updater tool is not compatible with pre-paid subscriptions. If you need to update a pre-paid subscription mid-cycle, see changing variants or products for prepaid subscriptions or contact the Recharge support team to update in bulk. 
  

Request access

1. In the merchant portal, click Apps and select Marketplace.
2. Locate the Recharge Bulk Updater card and click Get.

Bulk update using the search feature

The Bulk Updater tool has a built-in product search feature that allows you to search for specific products and perform bulk updates based on the search criteria. This feature does not work with multi-currency customers.

Step 1 - Search for products

Open the Recharge Bulk Updater, and select the search parameter you would like to use from the dropdown. In the search field, enter your search term. You can locate products using the following parameters:

• Product title
• Variant title
• Recurring price
• SKU

You can also search multiple attributes by selecting add another search filter.

After searching, the Bulk Updater tool displays all the query matches and prompts you to export the data as a CSV. Download a copy of the CSV file as a record in case you need to revert your changes. 

Step 2 - Process update

After exporting you will see a page listing the matching queries. From the Select property dropdown, select the parameter you would like to update:

• Product title
• Variant title
• Recurring price
• Quantity
• Shopify Variant ID
• SKU

In the property field, enter the new data. For example, if you are making a price update and changing the price from $10 to $20,  you would enter 20 in this field.

When ready, click Process Update. A pop-up model will appear that will display a summary of changes about to be made. 

Once you have reviewed the changes, click Make update. The process can take a few minutes, depending on how many products are being updated.

Bulk update using the Bulk paste IDs feature

The Bulk Updater tool has a Bulk paste IDs feature. With this feature, you can paste subscription IDs into the tool and perform bulk updates for groups of subscriptions. This tool is useful when you want to perform a bulk update for all customers or a specific cohort of customers. 

1. Using the Export Builder, download a copy of your Subscriptions - All export. 
2. Sort the CSV file and delete any rows to exclude from the bulk update. 
3. Open the Recharge Bulk Updater, and click Bulk paste IDs.
4. Copy and paste the Subscription IDs from the Subscriptions - All CSV file into the tool, ensuring each ID is on its own line. IDs do not need to be separated by commas.
5. Click Find subscriptions and select Export data on the pop-up window to download a copy of the bulk update data in the event you need to reverse changes. 
6. Select your bulk update property from the dropdown list. If you are updating more than one property, click Add another property.
   
7. Click Process update and select Make update in the pop-up window to complete the bulk update. 
8. Once the update is complete, a notification confirms the update was successful. 

Stores with multi-currency customers

If your store uses Shopify’s multi-currency setting, it is important to review the following steps to ensure the subscription product prices are updated correctly.

When updating the Recurring price for subscription orders using the Bulk Updater tool, update the price for each currency separately. For example, if you update the Recurring price to 10 and have customers using multi-currency, the price would change to 10 regardless of the currency associated with the subscription. 

To avoid any unforeseen issues, group currencies together and update prices separately. For example, if you are looking to update USD orders to $10 and CAD orders to $13, ensure the price and currency distinctions are reflected in the Recurring price and Presentment currency columns of the Subscriptions - All export.

To update the Recurring price for multi-currency customers:

1. Using the Export Builder, download a copy of your Subscriptions - All export. 
2. Assign the correct currency value in the Presentment currency column of the CSV file. 
3. Assign the correct Recurring price value for each different currency. 
4. Group customers with the same currency together. For example, section off customers using USD, CAD, and EUR.
5. Use the Bulk paste IDs feature to run each bulk update separately. For example, process USD, CAD, and EUR IDs separately in three different updates. 

If you are not comfortable running a bulk update with multi-currency customers, contact the Recharge support team for assistance. 

FAQ

For frequently asked questions regarding the Bulk Updater Tool please take a look at Bulk Updates FAQ.