Bulk managing charges

The merchant portal's bulk management feature provides a reliable in-app tool for updating upcoming charge dates in bulk. Using this tool, you have the flexibility to perform bulk updates on your own timeline.

This guide provides instructions on using the tool to update upcoming charge dates in bulk. 

Before you start

• This bulk update only changes the next charge date.
  • Bulk updating upcoming charge dates reschedules the entire charge and all line items associated with the charge. If you would like to reschedule a single line item on a charge, see Bulk update subscriptions with the Import tool and Bulk update subscriptions with the Multi-Select tool. 
• If you see errors such as charge with ID <charge ID> does not exist or charge SKIPPED status must be one of ['queued', ‘error’], you can continue processing updates. These errors are due to customers updating subscriptions in the customer portal and Recharge will continue to process valid charges. 

Update charges with the Multi-select tool

The Multi-select tool allows you to update charges based on search criteria or filter options. The Multi-select tool is built into the merchant portal and provides an easy-to-use interface with selection boxes.

Step 1 - Prepare the bulk update

To start a bulk update using the Multi-select tool, search for and select subscriptions to update:

1. Click Subscriptions under Customers in you merchant portal. On the Subscriptions page, search for relevant subscriptions by using the search criteria or filter options.
2. Use the selection boxes to select individual records or select all records to update all search results.
3. Choose Reschedule from the bulk update options.
4. Select a new next charge date and click Next when finished.
5. Preview the update summary and select Confirm: prepare update. Recharge will generate your update file and email you when the update is ready for processing.
6. Click Check update progress. 

Step 2 - Perform the bulk update

Click Check update progress in Step 1 opens the Bulk updates page under Tools & apps in your merchant portal. From here, you can process the update:

1. Click Process update to begin the bulk update.
2. On the pop-up modal, click Update subscriptions to confirm the bulk update.
3. Once the update is done, the Processing status is marked Complete.
4. From the merchant portal, click Subscriptions to confirm that the updated information is correct.

Update charges with the Import tool

Step 1 - Prepare a CSV file

You can use the Import flow to reschedule charges in bulk. To begin rescheduling charges in bulk, you will need to prepare a CSV file.

1. Click Tools & apps and select Exports in the merchant portal. 
2. Create an export using the Charges - Queued or Charges - Error option from the dropdown list.
3. When the export has finished processing, download and open the export.
4. Remove any charges from the export that you do not want to update charge dates for.
5. Delete all columns except for charge_id.
6. Add a column titled next_charge_date. This is the column the bulk subscription management tool uses to change charge dates.
7. Enter the desired charge date to the new next_charge_date column in YYYY-MM-DD format. 
8. Save and export your updated file as a CSV file.

Step 2 - Perform the bulk update

After preparing the CSV file, you must import the file into the bulk management tool. 

1. Click Tools & apps and then Bulk updates in the merchant portal.
2. Select Import a CSV update.
3. Choose Reschedule charges and click Next: preview update.
4. Preview your update and select Confirm: prepare update.
5. Click Process update to begin the bulk update.
6. Click Update records to confirm the bulk update. 
7. Once the update is done, the Processing status will be marked Complete.

Revert, delete, or cancel the bulk update

If records cannot be processed or you encounter issues with the update, you can revert the bulk update using a backup file. See Revert, delete, or cancel a bulk update.