Import Template for Bold Subscriptions V2 Migrations

Before getting started with your migration, please follow these steps:

1. Install Bold Subscriptions V2.

   Note: If you have an existing subscription service running on your live theme, please install Subscriptions V2 on a backup theme in order to prevent code conflicts.

2. Set up Bold Subscriptions V2 and place a test order. Please visit Setup Bold Subscriptions V2 for more information.

   Note: Shipping must be properly configured on your store before continuing with the migration. 

3. Download and complete the Bold Subscriptions V2 Import Template CSV File. 
4. Create an account on the Bold Account Center. Please visit Create & Connect a Bold Account for more information.

Our Migrations team will then contact you to provide any additional steps.

A - legacy_subscription_id

This information is 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.

Note: It is recommended to double check this information to ensure these items are meant to be grouped together for an individual customer's subscription.

B - email

This information is required.

C - shipping_first_name

This information is required.

First name of the customer who will be receiving the subscription.

D - shipping_last_name

This information is required.

Last name of the customer who will be receiving the subscription.

E - shipping_company

This information is not required.

When your customers input a company name within the checkout, this information could be added here.

F - shipping_street1

This information is required.

Your customer's street address.

G - shipping_street2

This information is not required.

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

H - shipping_city

This information is required.

Note:

City names must be written in full. Abbreviations will not be accepted.

IE. Winnipeg, Toronto, Chicago

I - shipping_province

This information only required if the shipping_province_code is not set.

Note:

Province and State names must be written in full. Abbreviations will not be accepted.

IE. Manitoba, Ontario, Illinois

J - shipping_country

This information is required.

Note:

Country names must be written in full. Abbreviations will not be accepted.

IE. Canada, United States

K - shipping_zip

This information is required.

Note:

If you are in the US and your zip code is 9 digits long, please put a dash in between.

IE. 64735-1234

L - shipping_province_code

This information is not required.

The abbreviated version of a province name.

IE. MB for Manitoba, AB for Alberta

M - shipping_phone

This information is required.

Note: The number must be without dashes.

IE. 2042222222

N - billing_first_name

This information is required.

O - billing_last_name

This information is required.

P - billing_company

This information is not required.

When your customers input a company name within the checkout, this information could be added here.

Q - billing_street1

This information is required. 

R - billing_street2

This information is not required.

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

S - billing_city

This information is required. 

Note:

City names must be written in full. Abbreviations will not be accepted.

IE. Winnipeg, Toronto, Chicago

T - billing_province

This information is only required if billing_province_code is not set.

Note:

Province and State names must be written in full. Abbreviations will not be accepted.

IE. Manitoba, Ontario, Illinois

U - billing_country

This information is required.

Note:

Country names must be written in full. Abbreviations will not be accepted.

IE. Canada, United States

V - billing_zip

This information is required.

Note:

If you are in the US and your zip code is 9 digits long, please put a dash in between.

IE. 64735-1234

W - billing_province_code

This information is not required.

The abbreviated version of a province name.

IE. MB for Manitoba, AB for Alberta

X - billing_phone

This information is required.

Note: The number must be without dashes.

IE. 2042222222

Y - gateway_name

This information is required.

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

Z - gateway_customer_id

The gateway_customer_id is required when using the Shopify Checkout.

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 and checkout, please check the tables below.

Credentials for Shopify Checkout users:

Credentials for Bold Checkout users:

AA - gateway_payment_id

The gateway_payment_id is not required for either the Shopify Checkout or Bold Checkout. It 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.

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

AB - subscription_group_id

This information is 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.

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

AC - subscription_status

This information is required.

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

AD - last_order_datetime

This is not required.

Note: This must be formatted in UTC (Coordinated Universal Time).

IE. YYYY-MM-DDT00:00:00Z

AE - next_order_datetime

This information is required.

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

Note: This must be formatted in UTC (Coordinated Universal Time).

IE. YYYY-MM-DDT00:00:00Z

AF - platform_product_id

This information is required.

The ID of the product on the destination platform that we will be subscribing your customers to.

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

IE. The product ID is 4457088254016

AG - platform_variant_id

This information is required.

The ID of the product variant on the destination platform that we will be subscribing your customers to.

This is found when editing a specific variant in Shopify, within your web browser's address bar. You can copy and paste this directly from the address bar. This is what we rely on to link the correct variant.

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)

IE. The variant ID is 31689213902912

AH - order_rrule

This field is only required if no values were given for the interval fields below.

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

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

          DTSTART;TZID=Europe/London:20190506T000000

          RRULE:FREQ=DAILY

AI - interval_number

This information is 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

This information is required if no values were given for order_rrule.

The subscription should be generated with the following frequency types: day, week, month, year

AK - price

This information is required.

The price must be the cost of an individual subscription product.

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

Note:

The price must be greater than 0 and without decimals.

IE. 3523 instead of $35.23

AL - charged_currency

This information is required.

IE. CAD, USD, GBP

AM - base_to_charged_exchange_rate

This information is required. 

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

IE. A base to charged exchange rate between CAD (base) and USD (charged) is 0.79

AN - quantity

This information is required.

How many of a specific product a customer is subscribed to.

This should be greater than 0.

AO - is_prepaid

This information is 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

This information is required for prepaid subscriptions.

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

This information is required for prepaid subscriptions.

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

This information is required for prepaid subscriptions.

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

This information is not required.

The date the initial subscription was processed on.

IE. YYYY-MM-DDT00:00:00Z

AT - customer_notes

This information is not required. 

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

AU - subscription_note

This information is not required. 

A note about the subscription. This note is visible in the Bold Subscriptions admin and is applied as a note attribute on supported platforms.

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.