Managing Credits in bulk
Use the Bulk Import tool in the Recharge merchant portal to apply or edit credits in bulk.
This guide provides step-by-step instructions on adding new credits or modifying existing credit properties.
- Shopify Checkout Integration
- Migrated Shopify Checkout Integration
Overview
Use Recharge's Bulk Import tool to manage customer credits:
- Add credits to multiple customer accounts
- Update existing credit properties, including expiry dates, for multiple customer accounts
For example, you could issue credits to all customers who participated in a social media giveaway, or retroactively set an expiry date and encourage customers to use their credits by a certain time.
Step 1 - Build your CSV file
Upload the relevant customer and credit data to Recharge using a CSV file. Download a copy of Recharge's standard upload template to format your store data correctly:
- Click Bulk Updates from the Tools & apps tab in the Recharge merchant portal.
- Click Import updates.
- Select your update type:
- Select Issue credits to bulk add credits
- Select Update credits to bulk edit credits
- Click Next.
- Click upload template to download a copy of the standard CSV file.
Update the CSV file with the required information to bulk apply or edit credits and their properties. Remove Column A from the CSV file before importing your data to prevent upload errors.
Required data differs depending on the update type. The following charts outline the mandatory data you must include to process the bulk update successfully.
Issue credits CSV file explanation
Column |
Definition |
| customer_id |
The unique identifier assigned to a customer's account. Export the Customers - active export to access a list of account IDs for existing customers. Required. |
| initial_value |
The credit amount customers should receive. Required. |
| name |
The name assigned to the existing Credit experience. Optional. |
| type |
The credit type:
Optional. |
| expires_at |
The credit expiry date. Customers can no longer apply credits to their orders after this date. Optional. |
Update credits CSV file explanation
Column |
Definition |
| credit_account_id |
The unique identifier assigned to a customer's credit account. Export the Credits - accounts export to access a list of account IDs for existing customers. Required. |
| expires_at |
The credit expiry date. Customers can no longer apply credits to their orders after this date. Use the value Optional. |
| name |
The name assigned to the existing Credit experience. Optional. |
Step 2 - Upload your customer data
Use the Recharge Bulk Import Tool to issue credits to customers in bulk. Follow the instructions below to apply credits to customer accounts in bulk:
- Click Bulk Updates from the Tools & apps tab in the Recharge merchant portal.
- Click Import Updates.
- Select your update type:
- Select Issue credits to bulk add credits
- Select Update credits to bulk edit credits
- Upload your CSV file.
- Select Next to preview your data.
- Preview your data, confirm all headings are correct, and select Prepare update.
- After successfully importing your data, Recharge redirects you to the Bulk Update page. Click Process update to complete the bulk import process. Recharge applies or edit customer credits after processing the the bulk update,
Considerations
Consider the following when bulk importing Credits:
Consideration |
Notes |
| Updating bulk imported Credits |
You cannot delete, cancel, or edit imported credits in bulk. To make changes to bulk imported Credits, you must individually adjust credits one at a time to ensure the numeric value of the credit is correct. |
