How to update customers' auto collection in bulk? : Chargebee Help Center

Scope

How to perform a bulk update to change customer details?

Which bulk operation supports updating Net-D for customers?

Which column should I update the auto collections status in bulk for customers?

Summary

The Bulk Operation feature imports sizeable volumes of your subscription billing data whether you are migrating to Chargebee from other billing platforms or if you are updating the existing customers' data. Navigate to Settings > Import & Export Data > Bulk operation. Here, select "Customers" under the drop-down and choose to Update Customers. Download the sample CSV, fill in all the details, and upload them using the bulk operation.

If you are to perform a bulk operation for existing data from Chargebee you may have to export the data from Chargebee and update those data to the import sheet from Bulk Operations. Earlier the export data format and import data format varied which involves a lot of manual intervention. With the new enhanced Export file option, you can either export a file using Download Data or use Download import-friendly file from Settings > Import & Export Data > Product Catalog. Refer to this link for more information.

Solution

Step 1: You can perform this action from Settings > Configure Chargebee > Import & Export Data > Choose a Bulk Operation > Customers > Update Customers

Step 2: Download the sample CSV file

Upon downloading the CSV ‘update_customers_sample_data.csv’. You can update the customer records on this file.

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. Click here to read more
You can update this sheet with the data exported from the Customer Index Page

Once the file is exported, edit the file in CSV format and then you can update the auto-collection status in Column H.

Configure your preferences

Specify your preferences on how Chargebee will perform certain actions when the Bulk Operation is underway:

Disable Webhooks: If you're an API user, you might be using Chargebee's webhooks to notify your system of any events that occur in your Chargebee account through the webhook URL.

Disable Email Notifications: If you've enabled Email Notifications in Chargebee and you are performing an operation (such as creating new subscriptions) that could trigger one of the enabled email notifications, your customers might receive an email notification.

Advanced Transformations: If your data file is in a format that is different from the format provided in Chargebee's sample CSV file and you would like to transform it to the recommended format with minimal effort, use this option. Contact support and we will provide you with the JSON code that you need to paste into the Advanced Transformations text box.

Step 3:

Once updated, zip all the files in the same format it was exported, then drag and drop your data file into the web interface or upload it:

Once you've added all the information and the data file is ready, upload it.

If there are errors in the data file, you could either choose to fix the errors and upload another data file or skip the rows with errors and continue with the operation.

Click How do I fix this? to view the last 10 errors.

This section will also provide you with the options to download the validated file and upload a corrected file. Click here to know more about the bulk operation.

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