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.

Template Headings

Column Headings

Description

Plan ID

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.

Product ID

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:

Shopify - https://support.judge.me/support/solutions/articles/44001929364-get-your-shopify-product-id-and-product-handle

Woocommerce - https://iconicwp.com/blog/get-woocommerce-product-id-sku/

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.

Shopify - https://help.shopify.com/en/manual/products/variants/find-variant-id

Quantity

A numeric value that describes how many quantities of each product the customer will get on every order.

Email

The email of the customer, who will be receiving the subscription

First Name

The first name of the customer.

Last Name

The last name of the customer.

Phone

The phone or contact number of the customer.

Address

The shipping address of the customer, who will be receiving the subscription

City

The city corresponding to the shipping address of the customer.

Province State

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

Country

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.

Subscription Status

Status of the subscription. It can be either active, halted, paused or cancelled.

  • Active - The subscription will have an active billing and it will keep renewing automatically.

  • Halted - The subscription doesn't have an active billing and it won't create orders until the customer updates the billing info from their end.

  • Paused - The subscription have billing info added but it will not create any upcoming orders until it is being set to active by the admin.

  • Cancelled - The subscription doesn't have an active billing and no future orders will be created. Customers can't activate a subscription again if it is cancelled.

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.

Eg: If they prepaid for 12 orders, and have 6 orders left, enter 6

Payment Gateway Name (optional)

Name of the payment gateway through which the transaction was processed.

Eg: razorpay, payu, cashfree, paypal, stripe etc.

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.

Date Format - YYYY-MM-DD - eg: 2021-10-28

Last Charge Date

The date when the customer account was last billed/charged for their subscription.

Date Format - YYYY-MM-DD - eg: 2021-10-28

Next Charge Date

The upcoming date when the customer account needs to be billed/charged for their subscription.

Date Format - YYYY-MM-DD - eg: 2021-10-28

Subscription Note (optional)

Additional note for the subscription. The subscription note will always be passed along with every upcoming order of the subscription.

Eg: Please send the order in a recyclable package.

Subscription Attributes (optional)

Additional details for the subscription. The subscription attribute will always be passed along with every upcoming order of the subscription.

Eg: "Delivery Type": "Local Pickup"

Subscription Properties (optional)

Additional and customized information related to the item that the customer has subscribed to.

Eg: "Engraving Text" : "Charles"

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