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Managing discount codes in bulk

Shopify Checkout integration BigCommerce Recharge Checkout on Shopify
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Discount codes are a great way to reward customers for their loyalty or to encourage new customers to sign up. You can create, manage, and delete discount codes individually within the Recharge Dashboard.

Discount codes can also be managed in bulk, with the help of the Recharge support team. This guide walks you through the template files that you can use to create, edit or delete discounts in bulk. 

Before you start

  • Recharge performs bulk updates as a courtesy. If your business model requires frequent bulk discount imports, it is recommended that you use the Recharge API.
  • The minimum number of discount codes required for a bulk update is 100.

Bulk upload discount codes

The Recharge Support team can help you create, delete, or edit your discount codes in bulk. Keep in mind that only the following values can be updated in bulk:

  • The start date and time for a discount code
  • The end date and time for a discount code
  • The status
  • The usage limits
  • The channel settings 

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:

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 create your discount codes. 

Data required to create discount codes in bulk

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:

  • forever (will re-apply unlimited times)
  • usage_limit (if it will only apply a finite number of times)
  • single_use (it will not re-apply)
 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 YYYY-MM-DD
 2020/09/20
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 YYYY-MM-DD
 2020/09/20
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}
Data required to edit discount codes in bulk

Column heading

Required/Optional

Description

Value option (choose one)

Example
discount_id Required Unique discount code your customers will use   Discount123
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 YYYY-MM-DD
 2020/09/20
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 YYYY-MM-DD
 2020/09/20
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
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}
Data required to delete discount codes in bulk

Column heading

Required/Optional

Description

Example
discount_id Required Unique discount code your customers will use Discount123

Step 3 - Send the file to Recharge

Once you have finished filling out the template file, send it to the Recharge support team to 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 Recharge API

You may want to consider using the Recharge API to create discount codes in Recharge.

Depending on your eCommerce platform, 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 your eCommerce platform, or Recharge.

Bulk import discounts from Shopify to Recharge

With the Shopify Discount Import feature, merchants can import supported discount codes created in Shopify to Recharge, up to a maximum of 100,000 discount codes at a time. 

See Using the Shopify Discount Import feature to learn how you can opt-in to use this beta feature, unsupported discount types, and how to import your discount codes once the feature is enabled.

List of templates per platform:

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