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
- The minimum number of discount codes required for the bulk import is 100.
- 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.
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.
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. Click on the following dropdown links to view a chart that will define the headings and mandatory columns.
Fill the column with the discount code names Ex. The discount amount and format. Ex. If you do not require the discount code to have a minimum purchase amount, leave blank or enter none. Leave the column blank or enter none You may want the discount to only apply if a specific product is present in the cart or products from a specific collection. In this column, enter in the exact product name or collection name. If it can apply to all products available on your store, enter in All products. Ex. Product type You can also specify the type of product. There are three options: Application limits (by total #) How many times can the discount be applied? This determines how many times a discount can be applied, across your customer base. For example, you can specify unlimited if it can be used by as many customers who apply the discount or 100 if one hundred customers can use the discount code before it expires. You could also choose 1 or once if you are creating a unique discount code for a specific customer. Application limits (by customer) Is it one use per customer? You can also specify if the discount code can only be used once by a customer. This is tracked by the e-mail that the customer uses at checkout. Using the previous example, you could set a discount code to have an application amount of 100. If you specify one use per customer, the discount code can only be applied once by one hundred customers. If you don't specify one use per customers, ten customers could apply the discount code ten times each. Application limits (new customers) Is the discount only applicable to brand new customers? You can specify if the discount code is only applicable by new customers. The discount can only be used by a new customer through the checkout or applied by a Store Admin on the customer account through the ReCharge app. Application limits (by charge) How many times should the discount be applied to a customer's subscription? If the discount code should start on a specific date. Note that discount codes will be available at 12:00 AM EST/EDT on the specified start date. Enter a date, preferably in YYYY-MM-DD format. Ex. If the discount code should end on a specific date. Note that discount codes will expire after 11:59 PM EST/EDT on the specified end date. The end date does not impact discount codes that are already applied to an account. The end date only controls if the discount code can be applied or not at checkout or through the Customer Portal. Enter a date, preferably in YYYY-MM-DD format Ex. Fixed or percentage discount code
Column heading
Mandatory (Column requires information)
Description
Example format
Discount codes
Yes
The name of the code
Discount value and type
Yes
There are two types:
Minimum Purchase Amount
N/A
Applies to
Yes
Yes
Specify subscription, one-time products, or all product types.
Yes
Specify unlimited or a specific number.
Yes
Specify Yes or No
Yes
Specify Yes or No
Yes
You can specify if the discount code should only apply to one charge, a set number of charges, or indefinitely until the customers cancels their subscription.
Specify one charge only, all charges, or a set number of charges (ex. 10)
Start date
No
End date
No
Fill the column with the discount code names Ex. The discount amount and format. Ex. Enter a monetary minimum value in this column Ex. Product type Discounts with minimum purchase amounts cannot be applied to specific product types, only the entire cart amount. Application limits (by total #) How many times the discount code can be applied? This determines how many times a discount can be applied, across your customer base. For example, you can specify unlimited if it can be used by as many customers who apply the discount or 100 if one hundred customers can use the discount code before it expires. You could also choose 1 or once if you are creating a unique discount code for a specific customer. Application limits (by customer) Is it one use per customer? You can also specify if the discount code can only be used once by a customer. This is tracked by the e-mail that the customer uses at checkout. Using the previous example, you could set a discount code to have an application amount of 100. If you specify one use per customer, the discount code can only be applied once by one hundred customers. If you don't specify one use per customers, ten customers could apply the discount code ten times each. Application limits (new customers) Is the discount only applicable to brand new customers? You can specify if the discount code is only applicable by new customers. The discount can only be used by a new customer through the checkout or applied by a Store Admin on the customer account through the ReCharge app. Application limits (by charge) How many time's should it be applied to a customer's subscription? If the discount code should start on a specific date. Note that discount codes will be available at 12:00 AM EST/EDT on the specified start date. Enter a date, preferably in YYYY-MM-DD format. Ex. If the discount code should end on a specific date. Note that discount codes will expire after 11:59 PM EST/EDT on the specified end date. The end date does not impact discount codes that are already applied to an account. The end date only controls if the discount code can be applied or not at checkout or through the Customer Portal. Enter a date, preferably in YYYY-MM-DD format Ex. Fixed or percentage discount code with a minimum purchase requirement
Column heading
Mandatory
Description
Example format
Discount codes
Yes
The name of the code
Discount value and type
Yes
There are two types:
Minimum purchase amount
Yes
If you would like the value of the cart to meet a certain threshold, specify the monetary amount. If the discount can be applied on any cart, you can leave this column blank.
Applies to
N/A
Discounts with minimum purchase amounts cannot be applied to specific products or collections, only the entire cart amount.
This column can be left blank
N/A
This column can be left blank
Yes
Specify unlimited or a specific number.
Yes
Specify Yes or No
Yes
Specify Yes or No
N/A
Discount codes with a minimum purchase requirement can only apply to one charge.
This column can be left blank
Start date
No
End date
No
Ex. The discount amount and format. Product type Shipping discount codes cannot be applied to a specific product type, only the total cart amount Application limits (by total #) How many times the discount code can be applied? This determines how many times a discount can be applied, across your customer base. For example, you can specify unlimited if it can be used by as many customers who apply the discount or 100 if one hundred customers can use the discount code before it expires. You could also choose 1 or once if you are creating a unique discount code for a specific customer. Application limits (by customer) Is it one use per customer? Shipping discount codes cannot be limited by customer Application limits (new customers) Is the discount only applicable to brand new customers? You can specify if the discount code is only applicable by new customers. The discount can only be used by a new customer through the checkout or applied by a Store Admin on the customer account through the ReCharge app. Application limits (by charge) How many times should it be applied to a customer's subscription? Specify one of the following: If the discount code should start on a specific date. Note that discount codes will be available at 12:00 AM EST/EDT on the specified start date. Enter a date, preferably in YYYY-MM-DD format. Ex. If the discount code should end on a specific date. Note that discount codes will expire after 11:59 PM EST/EDT on the specified end date. The end date does not impact discount codes that are already applied to an account. The end date only controls if the discount code can be applied or not at checkout or through the Customer Portal. Enter a date, preferably in YYYY-MM-DD format Ex. Shipping discount code
Column heading
Mandatory
Description
Example format
Discount codes
Yes
The name of the code.
Discount value and type
Yes
For shipping discounts, this amount will always be 100%.Specify Shipping in this column
Minimum purchase amount
N/A
If the discount can be applied on any cart, you can leave this column blank.
Leave this column blank
Applies to
N/A
Shipping discount codes cannot be applied to a specific product or collection, only the total cart amount
Leave this column blank
N/A
Leave this column blank
Yes
Specify unlimited or a specific number.
N/A
Leave column blank
Yes
Specify Yes or No
Yes
You can specify if the discount code should only apply to one charge, a set number of charges, or indefinitely until the customer cancels their subscription.
Start date
No
End date
No
Ex. The discount amount and format. Enter the minimum purchase value amount Ex. Product type Shipping discount codes cannot be applied to a specific product type, only the total cart amount Application limits (by total #) How many times the discount code can be applied? This determines how many times a discount can be applied, across your customer base. For example, you can specify unlimited if it can be used by as many customers who apply the discount or 100 if one hundred customers can use the discount code before it expires. You could also choose 1 or once if you are creating a unique discount code for a specific customer. Application limits (by customer) Is it one use per customer? Shipping discount codes cannot be limited by customer Application limits (new customers) Is the discount only applicable to brand new customers? You can specify if the discount code is only applicable by new customers. The discount can only be used by a new customer through the checkout or applied by a Store Admin on the customer account through the ReCharge app. Application limits (by charge) How many time's should it be applied to a customer's subscription? Leave column blank If the discount code should start on a specific date. Note that discount codes will be available at 12:00 AM EST/EDT on the specified start date. Enter a date, preferably in YYYY-MM-DD format. Ex. If the discount code should end on a specific date. Note that discount codes will expire after 11:59 PM EST/EDT on the specified end date. The end date does not impact discount codes that are already applied to an account. The end date only controls if the discount code can be applied or not at checkout or through the Customer Portal. Enter a date, preferably in YYYY-MM-DD format Ex. Shipping discount code with a minimum purchase requirement
Column heading
Mandatory
Description
Example format
Discount codes
Yes
The name of the code.
Discount value and type
Yes
For shipping discounts, this amount will always be 100%.Specify Shipping in this column
Minimum purchase amount
Yes
Used when a cart must have a minimum purchase value amount before a discount can be applied.
Applies to
N/A
Shipping discount codes cannot be applied to a specific product or collection, only the total cart amount.
Leave this column blank
N/A
Leave this column blank
Yes
Specify unlimited or a specific number.
N/A
Leave column blank
Yes
Specify Yes or No
N/A
Shipping discount codes with a minimum purchase requirement will always apply to one charge only.
Start date
No
End date
No
Step 3 - Send 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).