Bulk management tools
With Recharge's built-in bulk management tools, you can efficiently manage subscriptions, recurring charges, and one-time products directly in the merchant portal. These tools offer flexibility, quick turnaround, and self-service for bulk updates.
This guide provides an overview of the bulk management tools, common use cases for bulk management, and resources for processing bulk updates.
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.
Available bulk management tools
There are two bulk management tools available in the merchant portal that can facilitate a number of update types.
Refer to the following table for a breakdown of each tool, their use cases, limitations, and available bulk update types.
Bulk management details |
Multi-select tool |
Import tool |
| Accessing the tool |
Update subscriptions from the following merchant portal pages, located under the Customers tab:
|
Update subscriptions from the following merchant portal pages:
|
| Use cases |
Use this tool to bulk update the same product across multiple subscriptions.
|
Use this tool for complex bulk updates or when updating multiple products across multiple subscriptions.
|
| Limitations | Cannot be used for bulk updating one-time products. | Has a max limit of 50,000 records per bulk update. If more records need processing, they must be split into multiple CSV files. |
| Bulk update types |
The Multi-Select tool allows you to:
|
The import tool allows you to:
|
Process a bulk update
See the following guides for instructions on performing different bulk update types:
- Bulk update subscriptions with the Multi-Select tool: Update subscription properties such as price, product title, subscription frequency, etc.
- Bulk update subscriptions with the Import tool: Update subscription properties such as price, product title, subscription frequency, etc.
- Bulk managing charges: Reschedule charge dates using the bulk management tools
- Bulk managing discounts and addresses: Create, delete, apply, remove discounts, and update address information in bulk
- Bulk managing one-time products: Update the external product and variant IDs, product price or title, as well as SKU in bulk for one-time products stored on Recharge
- Bulk managing credits: Add credit to multiple customer accounts in bulk using the Import tool.
- Revert, delete, or cancel a bulk update: Undo a previous update.
