Bulk updating subscription products and orders – ReCharge

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Before you start
Step 1 - Download the CSV file
Step 2 - Add new columns to CSV
Step 3 - Insert new data
Step 4 - Send CSV file to ReCharge

When you make changes to your rulesets in ReCharge or update your products in Shopify, these changes will only apply to future customers. 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.

Note: This feature is only available for Shopify merchants who installed ReCharge before November 2nd, 2020, and are using the ReCharge Checkout.

Before you start

Tip: ReCharge performs bulk updates on a case-by-case basis as a courtesy. If your business model requires frequent bulk updates, we recommended you use the ReCharge Bulk Updater Tool or the ReCharge API. Getting the API setup is simple and your in-house team can accomplish most tasks in minutes without waiting in line.

If you are updating pricing, product title, variant title, or SKU, you can use the ReCharge Bulk Updater Tool. Reach out to ReCharge support for more information on the beta.
Merchants participating in the Export Builder beta should use the old exports page to prepare bulk update CSV. If you do not have access to the previous exports, reach out to ReCharge support.
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.

Step 1 - Download the CSV file

In the ReCharge Dashboard, click settings and select Exports. For merchants using the Export Builder, click Old Exports.
On the exports page, select Email report under the report you would like to pull.
Enter in your email address. If applicable, you can also enter a date range for order exports.
The report will be sent via email. The body of the email will include a link to download your report.

The table below highlights which report you should pull, depending on the type of bulk update.

Type of update	CSV file
Product title or variant title	Purchase items
Frequency and interval	Purchase items
Day of the month or week	Purchase items
Recurring price	Purchase items
Prepaid order date	Upcoming prepaid orders
Next charge date	Upcoming orders
Shipping rates (if set to retain)	Upcoming orders
Removing a discount	Upcoming orders
Applying a discount code	Upcoming orders
Bulk cancellations	Purchase items
Product swap	Purchase items
Line item properties	Purchase items
Expiration after X number of charges	Purchase items
Update unused discount codes	Discounts

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 highlights how many new columns to include and the title for each column.

If you are looking to swap a product to a different product in Shopify: Changing the Variant ID will not automatically update other product attributes, such as price. If you require other product updates to be made, you will need to add additional columns.

Type of update	Additional columns
Product title or variant title	NEW Product Title NEW Variant Title
Frequency and interval	NEW shipping_interval_frequency NEW shipping_interval_unit_type NEW charge_interval_frequency NEW charge_interval_unit_type Note: shipping_interval_unit_type and charge_interval_unit_type MUST be the same. ie. Months, weeks, or days. You cannot be charged every month for weekly orders.
Day of the month or week	NEW Day of Month
Recurring price	NEW Price
Prepaid order date	NEW order date
Next charge date	NEW charge date
Shipping rates (if set to retain)	NEW Shipping Rate NEW Shipping Title NEW Shipping Code
Removing a discount code	None
Adding a discount code	NEW Discount code
Bulk cancellations	None
Product Swap	NEW Product Title NEW Variant Title NEW Variant ID Note: Changing the Variant ID will not automatically update price.
Line item properties	NEW Line Item Properties
Expiration after x number of charges	NEW Expiration
Update unused discount codes	Applicable Channels Any additional NEW columns to update aspects of an existing discount code, such as the value or usage limit Note: Make sure to include the Applicable Channels column to confirm where the discount code can be applied.

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.

Tip: If there are customers/subscriptions/orders that do not require an update, you can either leave the cell blank or remove the row completely.

Type of update	Format
Product title or variant title	Fill in columns with the product title and variant title. Variant title column can be left blank if you do not use variants.
Frequency and interval	Frequency refers to the number and unit type refers to the unit of measurement. For example, shipping_interval_frequency would be 3 and shipping_interval_unit_type would be months.
Day of the month or week	If filling out the day of the month, use numerals (for example, 4 to indicate the 4th day of the month). If filling out the day of the week, use the title (for example, Tuesday).
Recurring price	Enter the new price based on the original recurring_price column.
Prepaid order date	Enter the next order date for each order in the prepaid cycle. If the prepaid cycle renews, you will also need to prepare a CSV file for Next order date. This will ensure that the upcoming charge order does not overlap with the last shipment order of the previous cycle.
Next charge date	Enter the next charge date. The bulk update will change the date for all subscription items in the order.
Shipping rates (if set to retain)	Shipping Rate refers to the numeric shipping price (for example, 10.00 if you charge $10) Shipping Title is the name of your shipping rate as displayed to customers (for example, Expedited Shipping) Shipping Code is the name of your shipping rate displayed internally. This is commonly the same as the shipping title. Shipping Code and Shipping Title are optional columns if the title/code is remaining the same.
Removing a discount code	Delete any rows of orders from the CSV which will not require the discount code to be removed.
Applying a discount code	Enter the discount code ID. For information on how to locate the discount code ID, visit Apply a discount codes in bulk.
Bulk cancellations	Delete all rows of subscriptions you want to keep and list only the subscriptions you want to be cancelled. If you're cancelling 10 subscriptions, the CSV should have 10 subscriptions listed.
Product swap	The Variant ID is a mandatory column. To locate IDs, visit Find a variant ID. Product Title and Variant Title are optional columns. If the titles are remaining the same, you only need to fill in the Variant ID column. Updating the Variant ID will not automatically update other product attributes, such as price. If you require other updates, such as price, be sure to add this additional column.
Line item properties	Line item properties must be styled in JSON format. For example: `"[{"name":"sizes","value":20},{"name":"sizeXXL","value":50}]"`
Expiration after x number of charges	Enter the numerical value in the new column (ie. 6) If a subscription is at or past the limit, it will not update the status to expired or deleted. You will need to perform a bulk cancellation.
Update unused discount codes	You can update any of the following aspects of an existing discount code by adding additional columns to the CSV file. Applicable channels. This is where the discount code can be applied to an order. By default this is set to all channels when updating a discount code, so you must specify if discounts can be added the code through the Checkout page, Customer Portal, Merchant Portal, or through the API. (ie. checkout if the discount code can only be applied through checkout orders) The value, or amount, of the discount. (ie. 50 if the discount is for 50% off the order) The discount type. You can confirm if the discount is a fixed amount, a percentage discount or a shipping discount. (ie. percentage if the discount is 50% off the order) The Status of the discount code. (ie. enabled if you are turning on a disabled discount code) A new starts or ends at date to determine how long the discount code can be used for. A usage limit to set the number of times this discount code can be used by all customers before it's invalid. (ie. 100 if the discount code should only be used by the first 100 customers) If you would like to restrict the discount code by email so that a customer can not use a discount code more than once. If the discount code should apply to all products in the order or only the subscription products. If the discount code should apply to a specific product or collection. You will also need to provide the product or collection ID to confirm which product or collection the discount code should apply to. The duration of the discount code. (ie. one time, forever or a specific number of charges) If the discount code should only apply to first-time customers.

Step 4 - Send 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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