Bulk updating subscriptions and orders for Recharge Checkout on Shopify customers
When you make changes to your subscription rules in Recharge or update your products in your ecommerce platform, 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.
- Recharge Checkout on Shopify
For updating subscriptions and orders for Shopify Checkout Integration, visit Bulk updating product and subscriptions for the Shopify Checkout Integration.
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.
- 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.
- When performing bulk updates, you should also include cancelled subscriptions to ensure that these are not reactivated. For example, if you wanted to update an existing subscription from $95.00 to $99.00, if you only updated the active subscriptions, a cancelled customer could be reactivated with the previous $95.00 pricing. Another example is if you wanted to bulk-cancel subscriptions and you only cancel the active subscriptions, an already cancelled subscriber could be accidentally reactivated.
Step 1 - Download the CSV file
Export builder
- In the merchant portal, select Exports.
- On the Exports page, click Create export.
- Select the export from the dropdown outlined in the table below.
- Enter your email address at the bottom of the page. If a date range option is provided, set the date range for your export.
- Click Create export.
- On the following page you can download a copy of your CSV. An e-mail copy will also be sent.
Old export
- In the merchant portal, select Exports and click Access the old export page here.
- 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 you are making as well as which exports you have access to.
Update type |
Old exports |
Export Builder |
Product title or variant title | Purchase items | Subscriptions - All |
Frequency and interval | Purchase items | Subscriptions - All |
Day of the month or week | Purchase items | Subscriptions - All |
Recurring price | Purchase items | Subscriptions - All |
Prepaid order date | Upcoming prepaid orders | Prepaid - Queued |
Next charge date | Upcoming orders | Charges - Queued |
Shipping rates (if set to retain) | Upcoming orders | Charges - Queued |
Removing a discount | Upcoming orders | Charges - Queued |
Applying a discount code | Upcoming orders | Charges - Queued |
Bulk cancellations | Purchase items | Subscriptions - Active |
Product swap | Purchase items | Subscriptions - All |
Line item properties | Purchase items | Subscriptions - All |
Expiration after X number of charges | Purchase items | Subscriptions - All |
Update unused discount codes | Discounts | Discounts |
Update cart attribute | Purchase items | 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 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: |
Day of the month or week |
|
Recurring price |
|
Prepaid order date |
|
Next charge date |
|
Shipping rates (if set to retain) |
|
Removing a discount code |
|
Adding a discount code |
|
Bulk cancellations |
|
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.
|
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 week or month |
|
Recurring price |
|
Prepaid order date |
|
Next charge date |
|
Shipping rates (if set to retain) |
|
Removing a discount code |
|
Applying a discount code |
|
Bulk cancellations |
|
Product swap |
|
Line item properties |
|
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.
|
Cart attribute |
|
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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