Bulk update subscriptions with the Multi-Select tool
Subscription properties, such as price, product title, and subscription frequency, can be easily updated using the merchant portal’s bulk management tools.
This guide provides instructions for performing various subscription management bulk update types using the Multi-Select tool.
Before you start
- Store owners have default account permissions to use bulk management tools. Store owners can grant permissions to other staff members from the accounts page.
- Recharge recommends disabling any third-party notifications that you don’t want to trigger during bulk updates. This prevents customers from receiving unwanted emails during the update.
- This guide provides instructions for bulk updating subscription properties only. For guidance on bulk updating charge dates, see Bulk managing charges. See the following articles to Bulk update discounts and addresses, Bulk managing one-time products, or Revert, delete, or cancel the bulk update.
Update subscriptions using the Multi-select tool
The Multi-select tool allows you to update subscriptions based on search criteria or filter options. The Multi-select tool, built into the merchant portal, provides an easy-to-use interface with selection boxes.
Bulk update types
Several types of bulk updates can be done from the merchant portal. Refer to the following table for an overview of each bulk update type:
Update type |
Summary |
| Reschedule |
This update type reschedules a single subscription. If an order contains multiple line items that are subscription products, this update only updates one line item. This may be useful for updating specific subscription items when a product is out of stock or discontinued. If you would like to reschedule the entire charge and all associated line items, see Bulk managing charges. |
| Swap product |
This update type swaps subscription products. Note: For Recharge Checkout on BigCommerce stores, variant IDs are needed to perform a product swap with the Import tool. See Finding and exporting BigCommerce product and variant IDs for more information. |
| Update status |
This update type changes the status of the subscription. Status options include:
|
| Edit properties |
This update type changes specific subscription properties. The following properties can be updated using this type:
Note: Refer to the bulk update types table for the specific column titles to use for your bulk update. |
| Delete subscriptions |
Permanently delete subscriptions from your store. subscription_id is the only column required to complete this update. |
Step 1 - Prepare the bulk update
Note: If completing a SKU Update first review Updating SKUs for existing and future subscription orders on the correct process.
To start a bulk update using the Multi-select tool, search for and select subscriptions to update:
- Click Customers and then Subscriptions in the merchant portal. On the Subscriptions page, search for relevant subscriptions by using the search criteria or filter options.
- Use the checkboxes to select individual records. You can also select the first checkbox to select all subscriptions automatically.
-
Choose a bulk update type from the bottom of the page.
- Add the new value for the update type and select Next.
- Preview the update summary and select Confirm: prepare update. Recharge generates your update file and emails you when the update is ready for processing.
- Click Check update progress to perform the update.
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:
- Click Process update to begin the bulk update.
- On the pop-up modal, click Update subscriptions to confirm the bulk update.
- Once the update is done, the Processing status is marked Complete.
- From the merchant portal, click Subscriptions to confirm that the updated information is correct.
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.
Considerations
Consider the following when processing a bulk update:
Consideration |
Notes |
| Bundles |
|
