To create discount codes in bulk, you will need to reach out to the ReCharge Support team who can assist with the import of discount codes and discount parameters. This guide walks you through the template file that will be used for discount code creation.
Before you start
- ReCharge performs bulk discount imports as a courtesy. If your business model requires frequent bulk discount imports, it is recommended you use the ReCharge API.
- The minimum number of discount codes required for the bulk import is 100.
- If your store uses ReCharge's Shopify Checkout integration, select the templates that start with Shopify-Checkout. There are a few differences that need to be accounted for.
Bulk upload discount codes
Step 1 - Download the template file
If a copy of the template has not been sent to you by ReCharge Support, you can download the template file directly. We also have a CSV version available.
- BigCommerce and ReCharge Checkout: XLSX file or CSV version.
- Shopify Checkout: XLSX file or CSV version.
Step 2 - Fill out the template file
The template contains a number of columns you will need to populate with information for the ReCharge Support team to use to create your discount codes.
| Column heading | Required/Optional | Description | Value option (choose one) | Example |
| code | Required | Unique discount code your customers will use | Discount123 | |
| discount_type | Required | Type of discount | percentage, fixed_amount, shipping | fixed_amount |
| value | Required |
Numerical value amount of the discount, excluding any currency symbols. If it is a shipping discount, the value needs to be 100% (ie. 100) |
10 | |
| duration | Required |
Number of times a discount will be automatically re-applied to a new queued charge after its first usage on a successful charge. Values can be:
|
single_use, forever, usage_limit | usage_limit |
| duration_usage_limit | Required only if duration column is set to usage_limit | Specific number of times a discount will be automatically re-applied to queued charges after its first usage on a successful charge. | 2 | |
| starts_at | Optional |
This is where you can set a specific start date. For example if you want to create a discount for a future sale. Date cannot be in the past.
If left blank the start date will be the date the discount is created. |
Format must be MM-DD-YYYY |
9/14/2020 |
| ends_at | Optional | This is where you can choose to automatically deactivate a discount code on a certain date. If left blank the discount will not expire. |
Format must be MM-DD-YYYY |
9/20/2020 |
| status | Optional |
The status of the discount upon creation in the ReCharge system.
If left blank, the status will default to enabled. |
enabled, disabled | enabled |
| usage_limit | Optional |
The total number of purchases a discount can be applied to.
If left blank, the usage limit will default to unlimited. |
1 | |
| applies_to_resource | Optional |
Determines if the discount code should apply to a specific product or collection.
If left blank, the discount code will default to apply to all products. |
shopify_product, shopify_collection_id | shopify_product |
| applies_to_id | Required only if column applies_to_resource column is filled out. |
The specific product or collection the discount code should apply to.
If left blank, the discount code will default to apply to all products. |
4668254158953 | |
| applies_to_product_type | Optional |
Determines if the discount code can be applied to all products, or subscription or one-time products only.
If left blank, the discount code will apply to both one-time and subscription products. |
ALL, ONETIME, SUBSCRIPTION | SUBSCRIPTION |
| once_per_customer | Optional |
Limits the number of times a customer can use the discount code to one.
If left blank, there will be no customer limits on the discount code by default. |
1 | |
|
prerequisite_subtotal_min (Note: Not available for Shopify Checkout.) |
Optional |
The total amount a customer must spend to be eligible to use the discount code. This can now be used with a product or collection restriction.
If left blank there will be no limit to use the discount code by default. |
Format must be a numerical value | 9.99 |
| first_time_customer_restriction | Optional |
Limits the discount code to only be used by new customers.
If left blank the discount code will be available to all customers. |
customer_must_not_exist_in_recharge | |
| channel_settings |
Optional | If left blank, the discount code can be applied through all channels. | "api": {"can_apply": true/false}, "checkout_page": {"can_apply": true}, "customer_portal": {"can_apply": false}, "merchant_portal": {"can_apply": false} } | "api": {"can_apply": false} |
Step 3 - Send the file to ReCharge
Once you have finished filling out the template file, send it to the ReCharge Support team who will complete the bulk import for you.
Make sure to confirm the number of rows/discount codes contained in the file with the ReCharge Support representative.
Create discount codes in bulk using the API
Additionally, you could consider using the ReCharge API to create discount codes in ReCharge. In tandem with Shopify, you could also automate the sync of discounts by creating a cron job that will query the API discounts endpoint and look for a specific timeframe.
If new discounts were created and the condition in the above query is satisfied, redirect key elements of those discounts and replicate them into Shopify (or ReCharge).