How to perform a bulk operation to override subscription price for a specific plan?

Modified on: Tue, 14 Jun, 2022 at 3:53 PM

Scope

I'd like to perform a price override on all active subscriptions for a given plan

Summary


You will be able to perform a bulk operation to override the subscription price for a specific plan or edit existing subscriptions in bulk using the Import and Export option on your Chargebee site. You will need to navigate to Settings > Import & Export Data > Choose a Bulk Operation Subscriptions > Update Subscription in your Chargebee site


Solution

Step 1: Navigate to Import & Export data, steps provided below respectively:


PC 1.0 

You can perform this action from Settings > Configure Chargebee > Import & Export Data > Choose a Bulk Operation > Subscriptions > Update Subscription

PC 2.0 

You can perform this action from Settings > Configure Chargebee > Import & Export Data > Choose a Bulk Operation > Subscriptions > Update Subscription for items


Step 2: Download the sample CSV file


Step 3: In order to download the current data, follow these steps

You can export it from Chargebee, there are 2 different ways to achieve this: 

  1. From the Subscriptions index page, you can filter data using 'Add Filter' if you want to narrow down the search to a specific list of subscriptions. You can also save the filter for future purposes, this feature is called Advanced Filter Options.

    Navigate to Subscriptons index page > Add Filter > Plan > is > Specific Plan > Apply Filter  

Then click on More Option > Export Subscriptions CSV to download subscription data for a specific plan.

  Alternate step:

  1. Navigate to Settings > Configure Chargebee > Import & Export Data > Export Data > Subscriptions > Select Criteria to Export > Export

Step 4: This file will contain sample records that you can replace with the current data records. Note that the data that needs to be added to the sheet should be in the same format as the sample data.

Now, you can update the current subscription price.



Note: 
- Your CSV data file should contain all the columns specific to the operation you are performing. The sample CSV file has most of the columns required for the operation.
- Do not edit the column labels in the sample file and make sure the file extension is .CSV. 
- You can update this sheet with the data exported from the Invoice level.


Step 5: Drag and drop your data file into the web interface or upload it



Please refer to the Bulk operations document if you have received any errors while uploading the file. 

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Bulk upload subscriptions for an existing customer.

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