To import subscriptions into Recurpay, you will need to format the data into our predefined CSV template. The information should be in the correct format for our systems to import it effectively. This aide gives an outline of the headings required within the template and the data needed to set up the file. Here is a sample CSV format that can be used to import subscriptions on the dashboard.
This is where you tell us which plan does the subscription belongs to. The subscription frequency, discounts and other factors depend on the plan which the customer is going to subscribe. You can get the respective plan id's from the Recurpay dashboard directly.
This is where you tell us which product the customer has subscribed to. All platforms offer a different way to get the product id. Here are a few of the references:
Variant ID (optional)
Only needs to be entered if the subscription product contains any variant or options. If the product doesn't have any variant leave this field as blank.
Here are a few of the references to get the variant id.
A numeric value that describes how many quantities of each product the customer will get on every order.
The email of the customer, who will be receiving the subscription
The first name of the customer.
The last name of the customer.
The phone or contact number of the customer.
The shipping address of the customer, who will be receiving the subscription
The city corresponding to the shipping address of the customer.
The province or state corresponding to the shipping address of the customer.
Note: Do not use abbreviations. The full province name should be filled out
The country corresponding to the shipping address of the customer.
Note: Do not use abbreviations. The full Country name should be filled out. (For example, Canada instead of CA)
Postal Zip Code
The zip code or postal code corresponding to the shipping address of the customer.
Status of the subscription. It can be either
Prepaid Deliveries Left
If this is a prepaid subscription, this is where you tell us how many orders we need to create once the subscription is imported. If it is a regular subscription you can keep the field as blank.
Payment Gateway Name (optional)
Name of the payment gateway through which the transaction was processed.
Payment Transaction ID (optional)
A unique set of digits which defines the authenticity of the transaction. Every transaction done on the payment gateway always have a unique transaction/payment id associated with it on the payment gateway dashboard.
Subscription Created Date
The date when the customer originally signed up for this subscription.
Last Charge Date
The date when the customer account was last billed/charged for their subscription.
Next Charge Date
The upcoming date when the customer account needs to be billed/charged for their subscription.
Subscription Note (optional)
Additional note for the subscription. The subscription note will always be passed along with every upcoming order of the subscription.
Subscription Attributes (optional)
Additional details for the subscription. The subscription attribute will always be passed along with every upcoming order of the subscription.
Subscription Properties (optional)
Additional and customized information related to the item that the customer has subscribed to.