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.
Before you start
- 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.
Type of update | Additional columns |
Product title or variant title |
|
Frequency and interval |
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 |
|
Recurring price |
|
Prepaid order date |
|
Next charge date |
|
Shipping rates (if set to retain) |
|
Removing a discount code | None |
Adding a discount code |
|
Bulk cancellations | None |
Product Swap |
Note: Changing the Variant ID will not automatically update 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.
|
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 | 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 |
|
Recurring price | Enter the new price based on the original recurring_price column. |
Prepaid order date |
|
Next charge date |
|
Shipping rates (if set to retain) |
|
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 |
|
Line item properties |
Line item properties must be styled in JSON format. For example:
|
Expiration after x number of charges |
|
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.
|
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.