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 Bulk Operation steps provided 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

• Upon downloading the CSV ‘update_subscriptions_sample_data.csv’ file, you require the current data from your site to update in the sample CSV.
  

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 Subscriptions index page > Add Filter > Plan > is > Specific Plan > Apply Filter  

Then click on Export > Export as CSV to download subscription data for a specific plan.

  Alternate step:

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

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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