Import Template for Bold Subscriptions V2 Migrations

When you are ready to migrate to Bold Subscriptions V2, you can download and complete the Bold Subscriptions V2 Import Template CSV File. 

This article will outline the template headings and provide a description for each field. It is important to ensure your template is formatted correctly before submitting to our team. Errors in your template can result in a delay to your import process.

When you have completed the CSV file, please submit your file and fill out the form at this link. Our Migrations team will reach out to you in 1-2 business days. 

 Alert

This is only required for stores migrating to Bold Subscriptions V2 from a different platform. If your store is currently using Bold Subscriptions V1, this will not be required. Please visit Migrating to Bold Subscriptions V2 for more information.

Have questions about the migration process? We're here to help. Please contact our Merchant Success team.

 


 

Template Headings and Descriptions

Before filling out the template, please ensure you have read and followed the requirements before migrating in Migrating to Bold Subscriptions V2.

 

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 on Bold Subscriptions V2. 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 on Bold Subscriptions V2. 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 on Bold Subscriptions V2. 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 on Bold Subscriptions V2. 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 Subscriptions V2 to show frequency names in both the admin and Customer Portal.

It is found in the Subscriptions V2 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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