Migrate from Recharge to Bold Subscriptions for Shopify Checkout

Migrating from Recharge to Bold Subscriptions for Shopify Checkout has never been easier. Our dedicated Migrations team is here to provide a white-glove experience to help you get set up quickly with the fastest developing subscription app on Shopify. 

There is no need to fill out complicated templates, or import the information yourself. We’ll take care of the details and guide you through the entire process to ensure there is no disruption to your existing subscribers.

As one of Shopify’s most established partners, Bold is trusted by more than 40,000 subscription brands, and our experienced team has successfully migrated thousands of brands.

Ready to migrate to Bold? It's fast, free, and easy. Your migration can be completed in less than a day, and starts whenever you are ready. Simply click the link below to connect with our Migrations team and start the process:

Schedule my migration.

Learn more about the benefits of migrating to Bold Subscriptions for Shopify Checkout below.

 


 

Bold’s powerful APIs and webhooks allow you to customize and scale your subscription business as you grow. The sky's the limit when using Bold’s APIs. No other subscription company on Shopify can rival Bold’s flexibility and scalability with our accessible APIs.

For more information on what is possible with APIs, please visit our Developer Documentation.

Because our robust APIs are accessible to both you and developers alike, more developers are choosing to build new integrations with Bold Subscriptions everyday.

Connect with Reviews.io to leverage your reviews and add a subscription button directly on Instagram, or create "shoppable videos" on your store using VideoWise. Enhance your analytics, marketing, or store functionality by expanding your reach with Bold’s integrations.

To see a list of our available integrations, please visit our Integration Hub for Subscriptions for Shopify Checkout.

Subscriptions for Shopify Checkout comes with a powerful suite of features right out of the box.

  • Allow your customers total control in the Customer Portal, where they can manage their own subscriptions.
  • Reduce voluntary and involuntary churn with robust cancellation and dunning management tools.
  • Access reports, activity logs, and analytics for insights to your business health and customer behavior.
  • Customize your email notifications with your own unique voice.

And so much more…

For a complete overview, please visit Subscriptions for Shopify Checkout Overview.

Our experienced development team is committed to developing the features you need.

Recently released features include:

  • The ability to add products to existing subscriptions.
  • Ability to view the Customer Portal as your customer would.
  • SCA for our European merchants.
  • Add or remove discount codes on existing subscriptions

And there's so much more on the horizon, such as:

  • Bulk price updates
  • Fixed shipping rates
  • One-time Upsells, right in the Customer Portal

With over a decade of experience on Shopify, our developers are working on getting the right features out to you.

Have a feature you’d like to request? Our team is listening to your needs. Let us know!

Access our Help Center 24/7 for helpful documentation to get you set up quickly and answer any questions you may have. Support articles are created and updated daily. Create a Help Center account to track your ticket history and save helpful articles.

Fill out a support form anytime, or chat live with our Customer Support team right from within Bold Subscriptions using the messaging widget. You can also access the messaging widget on the Help Center.

Bold’s experienced Customer Support team is here to help!

 


 

FAQs

Migrations can easily be completed in less than a day once they are scheduled with our team. To experience our white-glove service, we recommend speaking with our migration experts who can assess your specific needs, and work with you to build a timeline that works for you and your business!

Simply reach out to our team here!

Absolutely! No matter what app you’re currently using, we can help you get set up with Bold. Every migration is unique, and we are committed to providing our customers with a personalized and hassle-free experience. So why wait? Make the switch and experience it today!

Nothing! We believe that you should be able to migrate without worrying about additional costs and that is why we offer this service free of charge.

We offer migrations with no disruptions to your customers. Your customers won’t even know a migration is happening!

Our team will handle most of the process for you! All you need to do is simply:

  1. Download Bold Subscriptions to your store. There is no need to worry about installing the Liquid code, our expert team will take care of that for you.
  2. Reach out to our Migrations team by submitting a ticket.
  3. Reach out to Recharge to request a full data export, this includes the payments tokens or contract I.D. information.

That is all! Our team will work with you to determine your target dates.

 


 

If you'd like an idea of how our team will import your subscriptions data, you can view the migration template explanation below, and download the migrations template CSV file here.

Remember: Our team will fill this out for you. There is no need to do anything on your end. Just provide our Migrations team the data export from Recharge, and that is it!

 

Template Heading

Description

A - legacy_subscription_id

(required)

This is a unique subscription identifier used for grouping line items together.

Upon performing an export from your current platform or app, this will likely be the alphanumeric set of characters representing the ID for the customer's overall subscription.

B - email

(required)

Your customer's email.

C - shipping_first_name

(required)

The first name of the customer who will be receiving the subscription.

D - shipping_last_name

(required)

The last name of the customer who will be receiving the subscription.

E - shipping_company

(not required)

If your customer has included a company name, this information could be added here.

F - shipping_street1

(required)

The street address of the customer who will be receiving the subscription. For example, 123 Main Street.

G - shipping_street2

(not required)

Your customer's apartment number, buzz code, or other information relevant to the customer's street address.

H - shipping_city

(required)

The name of the city where you will be shipping your customer's subscription.

Note: City names must be written in full. Abbreviations will not be accepted. For example, use Winnipeg, Toronto, or Chicago.

I - shipping_province

(required only if the shipping_province_code is not set.)

The name of the province or state where you will be shipping the subscription.

Note: Province and State names must be written in full. Abbreviations will not be accepted. For example, use Manitoba, Ontario, or Illinois.

J - shipping_province_code

(not required)

This is the abbreviated version of a province or state name. For example, MB for Manitoba, or AB for Alberta.

K - shipping_country

(required)

The name of the country where you will be shipping the subscription.

Note: Country names must be written in full. Abbreviations will not be accepted. For example, use Canada, or United States.

L - shipping_zip

(required)

This is the zip code or postal code of your customer's shipping address.

Note: If you are in the US and your zip code is 9 digits long, please put a dash in between. For example, 64735-1234.

M - shipping_phone

(required)

The phone number of the customer who will be receiving the subscription.

Note: The number must be without dashes. For example, 2045556575.

N - billing_first_name

(required)

The first name of the customer who is being billed for the subscription.

O - billing_last_name

(required)

The last name of the customer who is being billed for the subscription.

P - billing_company

(not required)

If your customer has included a company name, this information could be added here.

Q - billing_street1

(required)

The street address of the customer who is being billed for the subscription.

For example, 321 Main Street.

R - billing_street2

(not required)

Your billing customer's apartment number, buzz code, or other information relevant to the street address.

S - billing_city

(required)

The city the customer who is being billed for the subscription resides in.

T - billing_province

(required only if the billing_province_code is not set)

The province or state of the customer who is being billed for the subscription.

Note: Province and state names must be written in full. Abbreviations will not be accepted. For example, use Manitoba, Ontario, or Illinois.

U - billing_province_code

(not required)

This is the abbreviated version of a province or state name. For example, MB for Manitoba, or AB for Alberta.

V - billing_country

(required)

The name of the country which the customer who is being billed for the subscription resides in.

Note: Country names must be written in full. Abbreviations will not be accepted. For example, use Canada, or United States.

W - billing_zip

(required)

The zip or postal code of the customer who is being billed for the subscription.

Note: If you are in the US and your zip code is 9 digits long, please put a dash in between. For example, 64735-1234.

X - billing_phone

(required)

The phone number of the customer who is being billed for the subscription.

Note: The number must be without dashes. For example, 2045555657.

Y - gateway_name

(required)

This is the name of the payment gateway, such as Stripe or Authorize.net

gateway_customer_id

(required)

This is the customer’s gateway customer ID from your payment gateway.

For more information on how to format the gateway_customer_id relevant to your payment gateway, please select a link below based on the checkout you will be using.

AA - gateway_payment_id

(not required)

This is the customer’s payment method token from your payment gateway.

  • In Stripe on Shopify Checkout, the ID is formatted as: pm_a1b2c3d4e5f6g7h8 or card_a1b2c3d4e5f6g7h8
  • In Authorize.Net on Shopify Checkout, the ID is formatted as: 87654321

Note: This can be supplied for either Authorize.net or Stripe when a specific payment ID is available. If it is not supplied, then the customer's default source (default card) will be used.

AB - subscription_group_id

(required)

This is the Bold Subscriptions Subscription Group ID.

This number can be found in the app admin under Subscription Groups, in the Name column. This will link the subscription to the rules of the subscription group that the ID belongs to.

See example screenshot.

Note: A default subscription_group_id of zero is only possible for inactive subscriptions.

AC - subscription_status

(required)

The statuses are:

  • Active - An active subscription that will generate orders moving forward.
  • Inactive - An archived and inactive subscription.
  • Paused - A subscription that is neither archived nor currently being processed.

AD - last_order_datetime

(not required)

This is the date your customer had their last order generated.

Note: This must be formatted in UTC (Coordinated Universal Time). For example, YYYY-MM-DDT00:00:00Z

AE - next_order_datetime

(required)

This is the date your customer should have their next order generated.

Note: This must be formatted in UTC (Coordinated Universal Time). For example, YYYY-MM-DDT00:00:00Z

AF - platform_product_id

(required)

This is the ID of the product on the destination platform that your customer needs to be subscribed to.

This can be found when editing the product in Shopify, within your web browser's address bar at the end of the URL. 

For example, the product ID is 4457088254016 in the screenshot below.

See screenshot.

AG - platform_variant_id

(required)

This is the ID of the product variant on the destination platform that your customer needs to be subscribed to.

This can be found when editing a specific variant in Shopify, within your web browser's address bar at the end of the URL.

  1. Find the product variant, then select Edit.
  2. Find the ID within your web browser's address bar (at the end of the URL).

For example, the variant ID is 31689213902912 in the screenshot below.

See screenshot.

Note: If your product doesn't have variants, you can find this information within the Shopify admin of your product. Navigate to the page of the product within your Shopify admin, then enter .json or .xml at the end of the URL. This will take you to a webpage that will display the default variant ID information. See screenshot.

AH - order_rrule

(required only if no values are given for the interval_number below.)

This value must include a DTSTART separated with a line break from the rest of the RRULE.

For example:

DTSTART;TZID=Europe/London:20190506T000000
RRULE:FREQ=DAILY

A timezone (TZID) is encouraged, but when without, the subscription will be processed in UTC time.

AI - interval_number

(required if no values were given for order_rrule)

This is the number of the frequency associated with the subscription.

  • 1 week = 1
  • Every 15 days = 15
  • Every 3 months = 3

AJ - interval_type

(required if no values were given for order_rrule)

This is the frequency type for the subscription.

For example: day, week, month, year.

AK - price

(required)

The price is the cost of an individual subscription product.

The price must be greater than 0 and without decimals. For example, use 3523 instead of $35.23

Note: If your customers are subscribed to more than 1 subscription product, the price must still be entered as only 1 subscription product.

AL - charged_currency

(required)

This is the currency your customer has been charged in.

For example, CAD, USD, or GBP.

AM - base_to_charged_exchange_rate

(required)

This is the intended exchange rate between your shop’s base currency (see platform) and the charged_currency provided on the same row of the .CSV file.

For example, a base to charged exchange rate between CAD (base) and USD (charged) is 0.79.

AN - quantity

(required)

This is the quantity of a specific product that your customer is subscribed to.

This should be greater than zero.

AO - is_prepaid

(required)

  • 0 - A non-prepaid subscription
  • 1 - A prepaid subscription

Note: Currently, prepaid subscriptions are not supported in Bold Subscriptions. This column should be marked as 0.

AP - prepaid_current_recurrence_count

(required for prepaid subscriptions)

This is the number of orders that have already passed in the current prepaid cycle.

Note: Currently, prepaid subscriptions are not supported in Bold Subscriptions. This column should be left blank.

AQ - prepaid_duration

(required for prepaid subscriptions)

This is the number of orders in a prepaid cycle.

Note: Currently, prepaid subscriptions are not supported in Bold Subscriptions. This column should be left blank.

AR - prepaid_continue_as

(required for prepaid subscriptions)

This is the expected behaviour when a customer's prepaid cycle ends.

  • no_continue - The subscription should immediately end when the last prepaid order is processed.
  • as_prepaid - The subscription should continue and be charged for another full prepaid cycle on the next order.
  • as_standard - The subscription should continue as a regular subscription and the next charge should only be for one order.

Note: Currently, prepaid subscriptions are not supported in Bold Subscriptions. This column should be marked as no_continue.

AS - placed_at

(only required if needed)

This is the date the initial subscription was processed on.

This should be formatted as YYYY-MM-DDT00:00:00Z.

AT - subscription_note

(only required if needed)

These are any notes about the subscription. The note is visible in the Bold Subscriptions admin and is applied as a note attribute on supported platforms.

AU - customer_notes

(only required if needed)

These are internal notes about the customer. This is applied as a note in the Customer info section of the Bold Subscriptions admin.

AV - subscription_group_billing_rules_id

(only required if needed)

This ID is used by Bold Subscriptions to show frequency names in both the admin and Customer Portal.

You can find this in the Bold Subscriptions admin when editing your subscription group, next to Subscription frequency.

See screenshot.

Note: This is recommended for stores with highly customized Customer Portals.

AW - discount_code

(only required if needed)

Any discount codes for your subscribers must be set up in Shopify before performing the import.

Discount codes are case sensitive. Please enter your discount code exactly as it appears within Shopify.

For example, SPRINGSALE, SAVE10, DiscountCode15.

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