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Bulk update FAQ

Recharge Checkout on Shopify

Updating products in bulk is a great way to make several changes to your products at once. This FAQ will go over some of the more frequently asked questions pertaining to performing bulk updates in Recharge.

Tip: Recharge performs bulk updates on a case-by-case basis as a courtesy. If your business model requires frequent bulk updates, it is 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. 

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How do I perform a bulk update?

For most bulk updates, you can prepare a CSV file and send it to the Recharge Support team. Please accommodate five business days to complete the migration. For more information on preparing your CSV file, visit Bulk updating subscription products and orders for the Shopify Checkout Integration or Bulk updating subscription products and orders for Recharge Checkout on Shopify.

Note: Merchants using the Recharge Checkout on Shopify and Recharge Checkout on BigCommerce can also use the Bulk Updater Tool in the Apps tab within the merchant portal. Use the Bulk Updater Tool to change aspects of the subscription such as product title, variant title, recurring price, and SKUs (if implementing an override).

What type of bulk updates can be performed?

There are many types of bulk updates that can be done, ranging from charge dates, SKU, product title, and more. For a full list of available bulk updates, visit Bulk updating subscription products and orders for the Shopify Checkout Integration or Bulk updating subscription products and orders for Recharge Checkout on Shopify.

How long does it take to perform a bulk update?

This will depend on the type of bulk update. If the bulk update is performed by the Recharge support team, the completion time may vary depending on the size of the bulk update. If you know in advance that you need a large update, we request that your CSV be sent five business days before the update is required.

If the Bulk Updater Tool is used, updates can usually be completed within minutes. That said, depending on the size and number of products, the completion time may vary. 

Am I able to bulk import customers from another platform?

When migrating from another platform to Recharge, you will need to bulk import customers through the migration process rather than a bulk update. For more information, visit Migrating to Recharge.

If you have less than 50 customers, you can also manually add customers individually.

How do I bulk update the price of my subscription products in Recharge?

If you have more than 50 customers who require a price update on their subscription products, the Recharge team can help facilitate a bulk update. You will need to prepare the following CSV file and email it to the support team.

  1. In the merchant portal, select Exports. Create the Subscriptions - All file.
  2. Once you have received the export, open the file and create a new column at the end of the list and label it NEW Price.
  3. Insert the new price for each order in this column, leaving unchanged records blank. Alternatively, you can remove the rows of subscription items that are not receiving a price update from the file.
  4. Once you've filled in the rows, send the CSV file to the Recharge team and we can perform the rest of the bulk update process on our end. Please allow up to 5 business days for the change.

How do I do a bulk update line item properties for multiple products?

You will need to prepare a CSV file with updated information and send it to the support team. Please accommodate 5 business days to complete the migration.

  1. In the merchant portal, select Exports. Create the Subscriptions - All file.
  2. In the CSV, add an additional column called NEW Line Item Properties.
  3. Fill in the column with the new line item property information in JSON format. For example: "[{"name":"sizes","value":20},{"name":"sizeXXL","value":50}]"
  4. You only need to fill in the rows that will be receiving the line item property update. Rows not receiving an update should be left blank. When finished, send the CSV to the support team.

How do I perform a bulk update for prepaid shipment dates?

Visit Edit prepaid shipment dates for instructions on how to perform a bulk update for prepaid shipment dates.

Can I create discount codes in bulk?

Yes, work with the Recharge support team to do this. For more information, visit Creating discount codes.

Can I bulk update discount codes?

Contact the Recharge support team to bulk update discount codes.

Note: If the discount codes are set to recurring and currently in use, they cannot be updated in bulk. Recharge recommends creating a new discount code.

How can I specify different charge dates when bulk updating multiple products in the same subscription?

When a bulk update is performed to edit charge dates, all the products in the same charge ID will be updated accordingly. This is because bulk updates are performed at the charge ID level and not at the product level. For example, if a customer has three products in their order on one date and the charge date is moved, all three products will be updated.

You can manually update the charge date for a specific product.

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