Recharge has developed a migration tool to assist in making migrations much easier for merchants. Using this tool, you can validate your CSV file used in the migration process. This guide provides instructions on how to successfully go through the required steps.
Step 1 - Enable Recharge Bulk Actions
To enable this feature:
- In the Recharge Dashboard, click Integrations.
- Locate Recharge Bulk Actions and click GET.
Step 2 - Upload your CSV file
Once the ReCharge Bulk Actions tool is enabled, you can access the tool in the Enabled Integrations tab in Integrations. Click the wrench icon next to the tool to open the integration.
Within the tool, you will find the button to upload the CSV file in the top right corner.
Within the pop-up window, select Customer Migration. Click Choose file to select the CSV that you would like to validate. You can also input your email address if you want to be notified when the upload has finished.
Step 3 - Validate data
When the upload of the CSV file is complete, the Validate button will appear and you can proceed to validate the data.
The validation might take a few minutes to complete and if you have inputted your email address in the previous screen you will get an email confirmation when the process is finished.
Step 4 - Check for errors
If there are errors during the validation, you will see the number of errors listed under Validation status.
To fix the errors, download a copy of the CSV and reference the Fixing migration errors guide with the errors contained.
You should repeat Step 3 until there are no errors shown in the Validation status column.
Step 5 - Import the migration file
When the file is successfully validated without errors, you can import the file into the Recharge system. A Process button will now be showing allowing you to process the migration import.
Please reach out to Migration support if you get any errors at this step.
Note: If you're migrating to a store using the Shopify Checkout, reach out to the Recharge support team after your file is fully validated and we will get the data processed on your behalf.
Step 6 - Check the imported data
Follow our Post-migration checklist to check all of the imported data. And let us know if you spot any errors. The Bulk Actions tool will only create subscriptions. It does not override data already imported.
Note: While you can validate a file of any size, the Bulk Actions tool has a limit of 500 rows that can be processed on your own. If you are migrating more than 500 rows, reach out to the Recharge support team after your file is fully validated and we will get the data processed on your behalf.