Subscription properties, such as price, product title, subscription frequency, etc., can be easily updated using the merchant portal’s bulk management tools.

This guide provides instructions for performing the different subscription management bulk update types with the Multi-Select tool.

Before you start

• Store owners have account permissions to use bulk management tools by default. Store owners can grant permissions to other staff members from the accounts page. 
• To understand all available bulk update opportunities, refer to our course Updating subscriptions at scale.
  
• When swapping a product manually or in bulk, consider the following for stores using Bundles: 
  • Swaps will only work for the parent bundle product. To swap bundle contents, use the bundles swap tool.
  • Swapping to customizable bundles does not automatically carry over bundle contents. The contents will be empty until either the customer logs in and makes selections or you manually make selections within the merchant portal. It’s recommended to set fallback contents so these orders won’t be empty if selections aren’t made.
• This guide provides instructions only for bulk updating subscription properties. 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 is built into the merchant portal and provides an easy-to-use interface with selection boxes.

Watch the following video for a walkthrough of the Multi-select tool:

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:

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:

1. 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.
   
2. Use the checkboxes to select individual records. You can also select the first checkbox to automatically select all subscriptions. 
   
3. Click Bulk actions and choose a bulk update type.
4. Add the new value for the update type and select Next.
5. Preview the update summary and select Prepare update. Recharge will generate your update file and email you when the update is ready for processing.
   

Step 2 - Perform the bulk update

The bulk update file generates in the background, and you can check the status at any time:

1. Click Tools & apps and select Bulk updates in the merchant portal to view your validated files.
   
2. Click Process update to begin the bulk update.
3. On the pop-up modal, click Update subscriptions to confirm the bulk update.
4. Once the update is done, the Processing status will be marked Complete, and the Results will display the number of subscriptions updated.
5. From the merchant portal, click Subscriptions to confirm 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.