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Fill out the Recurring Orders Import Template

Importing into Recurring Orders

Interesting in moving to Recurring Orders from your existing subscription platform? It's easy! All you have to do is compile our Recurring Orders import template, and send it into our support team. Once we have the CSV file in our hands, we can import the data into the application for you.

Download the import template from the bottom of this article!

Following the import - orders can begin to process the following day! We've created this guide to help you whilst filling it out, to make sure every column is clear. If you have any questions about the import process, particularly on whether your payment gateway will be compatible for the import process - don't hesitate to ask!


Shipping and Billing Address Information

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 purchaser. 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 purchaser's credit card. 

L - Billing Last Name

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

M - Billing Email

Required. Email address of the purchaser. 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 purchaser's credit card. 

O - Billing Address 2

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

P - Billing City

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

R - Billing Country 

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

S - Billing Postal Zip Code

Required. Has to match the address stored on file for the purchaser'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. 

 


Product Information

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.

Click to enlarge images below.


U - Product Title

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

ProductTitle.png

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:

variantitle.png

Variant Title Example #2: 

variantitles2.png

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.

ProductID.png

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 click 'Edit'.

EditVariant.png

Then you would find the ID in the browser bar, at the end of the URL.

variantiD.png

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 you previous platform would have applied into the product price. The price you enter in, 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. 

 


Frequency and Next Charge

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 are 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. 

 


Settings

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 for TRUE. This can be left blank, and filled in by the importer.

 


Customer IDs

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 in 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 also 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 contact our support team 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.

 


Prepaid and Expiring Columns

We can import in 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 past - we can import those in 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 initially prepaid for. 

This is the total # of orders they initially prepaid for on their initial order. 

This needs to be a number.

If they prepaid for 12 orders - you would put 12.

If they prepaid for 6 orders - you would 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 - you would put 6.

If you offer a subscription that expires after 12 orders - you would put 12. 

 

AK - Current Count

 

Prepaid Subscriptions

Expiring Subscriptions

If this is a prepaid subscription, this is where you tell us how many orders they customer has already have.

The number you insert here is the number of orders they have already had generated.

Based off this number, we know now how many orders they have left.

If they prepaid for 12 orders, and have 6 orders left - you would put 6. 

If they prepaid for 6 orders, and have 2 orders left - you would put 4. 

If this is an expiring subscription, this is where you tell us how many orders they customer has already paid for. 

The number you insert here is the number of orders they have already had generated and been paid for. 

Based off this number, we know now how many orders they have left before their subscriptions expires automatically.

If they signed up for 12 orders, and have 6 orders left - you would put 6. 

If they signed up for 6 orders, and have 2 orders left - you would put 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 off the number of prepaid orders dictated in '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.

 


Notes and Original Purchase Date

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 are 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.


 

 

 

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