How to update customer information in bulk

Recharge's Import tool simplifies managing customer information and streak counts.

This guide explains how to bulk update customer information using the Import tool.

Step 1 - Download and format the required CSV file

Download the CSV file and update your customers' information before performing the bulk update: 

1. Download the Update Customers CSV file.
2. Delete the Header column from the CSV file.
3. Add your updated customer information in the relevant columns. The Customer ID column is required; all other columns are optional. Only keep the columns for the data you're updating. Leaving blank columns can accidentally overwrite existing customer data. You can update the following fields:
   • Email
   • First name
   • Last name
   • Phone number (must include a + sign before the number)
   • Whether the customer is tax-exempt
   • Streak of uncancelled charges (streak count)
4. Save your CSV file.

Step 2 - Import the CSV file

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

1. In the merchant portal, click Tools & Apps, then select Bulk updates.
2. Click Import a CSV update.
3. Click on Select your update type and choose Update customers from the dropdown menu.
4. Upload your CSV file and click Next: preview update.
5. Confirm the details of your update and select Confirm: prepare update.
6. On the Bulk update page click Process update and select Update customers.

Check the Processing status on the Bulk updates page to confirm that the bulk update is complete.

Considerations

Consider the following when updating customers in bulk: