Migrate bundles created in another platform to Recharge Bundles.

This guide provides an overview and instructions on how you can migrate bundles to Recharge. You can use this process for all bundle subscriptions that were created and exist in an external platform. 

Before you start

• Preset bundles and customizable bundles with a fixed or dynamic price are supported bundle types for migration. 
• Recharge does not offer migration support to existing merchants using an alternate bundling method with Recharge who wish to convert to Recharge Bundles.
• All Recharge bundles are represented by a single Shopify product. The bundle product must be active and available on the Shopify online store sales channel.
• All bundle contents must be added to the Shopify collection that is linked within the Recharge bundle settings.

Step 1 - Complete the intake form

1. Complete the migrations intake form.
2. Create a new bundle in Recharge, ensuring it matches the structure of the existing bundle, including the same variants and frequencies as the original.

Step 2 - Complete the migration CSV template

1. Export your data from your external platform.
2. Complete the migration CSV template, ensuring all necessary fields are filled. Review the following when completing the CSV:
   • Make sure to include both the parent bundle product and its contents in the CSV.   
   • Set the price of dynamic bundles to 0  as the total bundle price is determined by its contents, not the parent bundle product.
   • Assign a subscription ID to the bundle: 
     • If the external platform groups bundle contents by a subscription ID, use this ID as the unique bundle ID. Add the bundle ID to the line_item_properties column using the format: [{“name”:”bundle_id”,”value”:”123456”}].
     • If no subscription ID is available, assign a unique bundle ID to each bundle. Apply this ID to all items within the bundle, following the same formatting as above.
   • You may need to handle customers who have multiple bundles without a unique identifier manually.

Step 3 - Separate bundles content

1. After adding all line item properties move the bundle contents to a separate sheet. This new sheet will be converted to the Bundle contents import CSV later.
2. Confirm that the migration CSV file only contains the parent bundle product.

Step 4 - Review and import the CSV file

1. Validate your file to ensure accuracy.
2. Complete the import.

Step 5 - Create the bundles content import CSV

1. After completing the migration import, export your bundle subscriptions from Recharge.
2. Use this file to get the subscription ID and line item property, which contains the unique bundle ID.
3. Format this file to fit the bundles CSV selection template.
4. Map this file to the bundles content sheet you created in Step 3. Use the bundle ID line_item_properties created in Step 2 to match the bundles subscription data.
5. Map this file to the separated bundle contents sheet created in the last step and match the data based on the bundle ID line item property created in Step 2.

Step 6 - Validate and import the bundles content import CSV

1. Validate the bundle contents and import the CSV file using the Migrations Tool.
   
2. Import the file.

Step 7 - Complete the post-migrations checklist

1. Complete the post-migrations checklist to ensure your data is reviewed and accurate once the migration is complete. 

Considerations

Consider the following when migrating Bundles to Recharge: