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?
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.
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.
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.
What bulk operations can I perform in Chargebee?