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Fill out the Recurring Orders Import Template

If you are moving to Recurring Orders you can fill out the import template and send it to our support team to have your existing information imported.

Download the Recurring Order Import Template CSV File (2 KB)

If you have any questions about the import process like if your existing payment gateway is compatible, Email our Support Wizards.

Select each category for a detailed explanation of the Recurring Order import template CSV file columns.

A - Shipping First Name: 

Required. First name of the customer, who will be receiving the recurring order.

B - Shipping Last Name:

Required. Last name of the customer, who will be receiving the recurring order.

C- Shipping Email:

Required. Email address for the customer. Needs to be the same email address provided for the Billing Email column.

D - Shipping Address:

Required.

E - Shipping Address 2:

Not required. Can be used for an apartment number, etc.

F - Shipping City:

Required.

G - Shipping Province State:

Required for countries that ask for province or state during the Shopify checkout process.

Do not abbreviate American states or Canadian provinces, must be the full province or state.

H - Shipping Country:

Required.

I - Shipping Postal Zip Code:

Required.

J - Shipping Phone:

Not required unless your require phone numbers for your orders in Shopify. This setting is found under Settings -> Checkout in your Shopify admin.

K - Billing First Name

Required. First name on the customer's credit card.

L - Billing Last Name

Required. Last name on the customer's credit card.

M - Billing Email

Required. Email address of the customer. Needs to be the same email address provided for the Shipping Email column.

N - Billing Address

Required. Has to match the address stored on file for the customer's credit card.

O - Billing Address 2

Optional, but has to match the address stored on file for the customer's credit card.

P - Billing City

Required. Has to match the address stored on file for the customer's credit card.

Q - Billing Province State

Required. Required for countries that ask for province or state during the Shopify checkout process.

Do not abbreviate American states or Canadian provinces, must be the full province or state. Has to match the address stored on file for the customer's credit card.

R - Billing Country 

Required. Has to match the address stored on file for the customer's credit card.

S - Billing Postal Zip Code

Required. Has to match the address stored on file for the customer's credit card.

T - Billing Phone

Not required unless your require phone numbers for your orders in Shopify. This setting is found under Settings -> Checkout in your Shopify admin.

  • If a customer is subscribed to multiple products, we require a row created for each product. Duplicate the customer information for each row.
  • If the customer shipping and billing information, order frequency, and "Next Charge" line up exactly, they will be merged into one subscription following the import.
  • If the products have different order frequencies, this will result in multiple subscriptions being created for the customer.

U - Product Title

Required. The Product Title comes directly from Shopify when viewing the product. This needs to be exact, directly copied and pasted.

Product Title

V - Variant Title

Required. The Variant Title comes directly from Shopify when viewing the product. This does not need to be exact, but is best just copy and pasted from Shopify. We pull the variant based on the ID provided, not the title.

Variant Title Example #1: XS, S, M, L, XL would be the variant titles in this example.

Variant Title Example 1

Variant Title Example #2: There are two variants here so the variant titles would be: 6 black, 6.5 black, 7 black, 7.5 black, etc.

Variant Title Example 2

W - SKU

Not required, but can be provided. We rely on Product ID and Variant ID.

X - Product ID

Required. This is found when editing the product in Shopify, in your browser URL bar. You can copy and paste this directly from the browser bar. This is what we rely on to link the correct product.

In this example, the product ID is 8936794312.

Product ID

Y - Variant ID 

Required. This is found when editing the specific variant in Shopify, in your browser URL bar. You can copy and paste this directly from there. This is what we rely on to link the correct variant.

You would find the specific variant and select "Edit".

Select Edit

Then you would find the ID in the browser bar, at the end of the URL. The variant ID, in this case, is 32125539272.

Varaint ID

Z - Price

Required. This should be the exact price you want to charge the imported customer for the product. It should be the product price-per-unit. You should incorporate any automatic discounts your previous platform would have applied to the product price. The price you enter can be different than the current Shopify listed price if the migrated customers are on a legacy plan.

Taxes and any applicable shipping will be calculated when Recurring Orders produces the order in Shopify.

AA - Quantity

Required. This numerical value is how many of that specific product they have subscribed to.

AB - Frequency Number

Required. Needs to be a numerical value. This column combines with the "AC" column.

AC - Frequency Type

Required. This column combines with the "AB" column.

Needs to be one of these values: Days, Weeks, Months, Years.

AB and AC columns combine to produce this:

  • 1 Weeks
  • 2 Months
  • 6 Months
  • 1 Years

Important

AD - Next Charge

Required for all subscribers.

This is the date of the first recurring order you'd like produced in Shopify, following the import.

Formatting for these dates is key.

If the separator is a slash (/), then the American m/d/y is assumed; whereas if the separator is a dash (-) or a dot (.), then the European d-m-y format is assumed. If, however, the year is given in a two digit format and the separator is a dash (-), the date string is parsed as y-m-d.

Here are some examples of correctly formatted dates:

  • 12/30/2017
  • 04/26/2017
  • 31-04-2018
  • 25-12-2018

If the subscription is prepaid, this doesn't necessarily mean the customer will be charged. Just consider this their order date.

AE - Tax Included 

Required. This needs to be set for TRUE or FALSE.

TRUE - You do not charge taxes on your products at all, in any region.

FALSE - You would like us to charge taxes on your products when it is applicable.

AF - Tax on Shipping

Required. This needs to be set for TRUE or FALSE.

TRUE - You would like to charge tax on your shipping rates.

FALSE - You do not want to charge taxes on your shipping rates.

AG - Use Shopify Setting

This will always be set to TRUE. This can be left blank, and filled in by the importer.

AH - Payment Gateway Customer ID

This process depends on what payment gateway you have been using on your previous platform/app. We can only import active subscribers from our Supported Payment Gateways. We do not support PayPal.

If you used Stripe or BrainTree on your previous platform we require a customer token or customer ID for each subscriber.

stripe.png braintree.png

For Stripe, we require the Stripe Customer ID.

This is how they are typically formatted:

cus_123456ABC67

For BrainTree, we require a BrainTree Customer ID.

This is usually a series of numbers.

If you are currently using a Recurring Orders supported payment gateway that is not Stripe or BrainTree, and are looking to import your subscribers into Recurring Orders, please Email our Support Wizards to discuss the process further. It may not always be possible, but we can provide next steps.

AI - Shopify Customer ID

Not required. You can insert your existing Shopify Customer IDs from your current Shopify store, which is exportable from Shopify.

  • We can import existing prepaid subscribers even if they are in the middle of their prepaid subscription.
  • If you offer automatically expiring subscriptions that automatically cancel/move inactive after a set # of orders have passed, we can import those too.
  • The way you fill in these columns will tell the app how many orders they have left, how many they signed up for in total, and the behavior to expect at the end of their subscription.
  • All of these columns require a TRUE or FALSE value or a numerical value.

AJ - Total Recurrences

Prepaid Subscriptions  Expiring Subscriptions
  • If it is a prepaid subscription, this is where you tell us how many orders they prepaid.
  • This is the total # of orders they prepaid on their initial order.
  • This needs to be a number.
  • If they prepaid for 12 orders, enter 12.
  • If they prepaid for 6 orders, enter put 6.
  • If it is an automatically expiring subscription, this is where you tell us how many orders they signed up for.
  • This needs to be a number.
  • If you offer a subscription that expires after 6 orders, enter 6.
  • If you offer a subscription that expires after 12 orders, enter 12.

AK - Current Count

Prepaid Subscriptions  Expiring Subscriptions
  • If this is a prepaid subscription, this is where you tell us how many orders the customer has already had.
  • The number you enter here is the number of orders they have already had generate.
  • Based on this number, we know now how many orders they have left.
  • If they prepaid for 12 orders, and have 6 orders left, enter 6.
  • If they prepaid for 6 orders, and have 2 orders left, enter 4.
  • If this is an expiring subscription, this is where you tell us how many orders the customer has already paid for.
  • The number you insert here is the number of orders they have already had generated and have been paid for.
  • Based on this number, we know now how many orders they have left before their subscription expires automatically.
  • If they signed up for 12 orders, and have 6 orders left, enter 6.
  • If they signed up for 6 orders, and have 2 orders left, enter 4.

AL - Is Prepay

TRUE - This is a prepaid subscription. This requires filling out columns AJ, AK, and AM.

FALSE - This is NOT a prepaid subscription. You do not need to fill in any other prepaid columns unless applicable.

AM - Recur After Limit

This column applies to prepaid subscriptions only.

Is the prepaid subscription set to fully renew again, or expire automatically?

TRUE - This prepaid subscription will automatically fully auto-renew at the end. They will be billed based on the number of prepaid orders dictated in the "Total Recurrences" column.

FALSE - This prepaid subscription will automatically move to inactive status (cancel) after their last prepaid order generates. This means it will expire automatically.

AN - Notes

Not required. Put in any order notes you'd like to appear when the order generates in Shopify.

AO - Original Purchase Date

Required.

This is necessary for the Recurring Orders Stats to be accurate.

This is the date that the customer originally signed up for their subscription.

Formatting for these dates is key.

If the separator is a slash (/), then the American m/d/y is assumed; whereas if the separator is a dash (-) or a dot (.), then the European d-m-y format is assumed. If, however, the year is given in a two digit format and the separator is a dash (-), the date string is parsed as y-m-d.

Related File:

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