Recharge's Import tool simplifies managing free gifts added through an experience, allowing you to efficiently bulk add or remove them from upcoming subscription charges.

This guide explains how to add and remove free gifts using the Import tool.

Before you start

• Use Rewards to offer incentives such as free gifts or discounts to customers on recurring orders.

Step 1: Access the CSV file through the Export Builder

Access the export selection through the Export Builder to obtain a CSV with necessary data for the free gift you need to add or remove.

1. From the merchant portal, click Tools & apps and select Exports.
2. Click the Create Export button to open the Export builder page.
3. Click Select export type and locate the export needed from the dropdown menu.
   • Recharge recommends choosing the Charges - queued option to build the export and using the charge IDs there to create these bulk update files.
4. You can change the export name in the field under Name your export.
5. Under Select your columns, Recharge preselects the most relevant columns for the export. You can choose additional columns from Additional columns based on your needs. However, Recharge recommends limiting the number of additional columns to avoid impacting performance.
6. Click the Export data button.

To check the status of your export and retrieve the completed file

1. Click Tools & apps in the merchant portal and select Exports.
2. Locate the completed export by the export name, associated date, and update type.
3. Hover over the export name to see the download icon, then click it to download the CSV file.

Step 2: Format the CSV file

Every column in the spreadsheet must begin with a header, representing the available properties required for managing and completing the update. Recharge uses these headers to process the bulk update.

1. Filter the CSV file to identify subscriptions containing the free gifts you want to add or remove.
2. Remove any irrelevant rows.
3. Make sure your CSV file includes the required column headers depending on your update type:

Step 3: Import the CSV file

After preparing the CSV file, you must import the file into Recharge using the Import tool.

1. From the merchant portal, click Tools & Apps and select Bulk updates.
2. Click Import updates.
3. Click on Select your update type, choose Add free gifts or Remove free gifts from the dropdown menu, and click Next.
   
4. Upload the prepared CSV file and click Next.
   
5. Confirm the details of your update and select Prepare update.
6. The action transitions to Processing. Depending on the file size, the validation process may take some time to complete. Recharge sends a confirmation email after completing the import.
   

Step 4: Perform the bulk adding or removing of free gifts

Once your file passes validation, you can perform the bulk adding or removing of free gifts.

1. Click Tools & apps in the merchant portal and select Bulk updates to view your validated files.
2. Click Process update to begin the bulk update.
3. Once Recharge completes the update, the Processing status changes to Complete, and the Results column displays the number of subscriptions updated
4. Check your updated subscriptions to confirm that the free gifts were added or removed successfully.

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 bulk adding or removing the free gifts: