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. From the merchant portal, click Tools & Apps and select Bulk updates.
2. Click Import updates.
3. Click on Select your update type, choose Update customers from the dropdown menu, and click Next.
4. Upload your 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.
   
   

Considerations

Consider the following when updating customers in bulk: