Docs
Scope
I'd like to perform a price override on all active subscriptions for a given plan
Summary
You will be able to perform a bulk operation to override the subscription price for a specific plan or edit existing subscriptions in bulk using the Import and Export option on your Chargebee site. You will need to navigate to Settings > Import & Export Data > Choose a Bulk Operation Subscriptions > Update Subscription in your Chargebee site
Solution
Step 1: Navigate to Bulk Operation steps provided respectively:
PC 1.0
You can perform this action from Settings > Configure Chargebee > Import & Export Data > Choose a Bulk Operation > Subscriptions > Update Subscription
PC 2.0
You can perform this action from Settings > Configure Chargebee > Import & Export Data > Choose a Bulk Operation > Subscriptions > Update Subscription for items.
Step 2: Download the sample CSV file
Step 3: In order to download the current data, follow these steps. You can export it from Chargebee, there are 2 different ways to achieve this:
Navigate to Subscriptions index page > Add Filter > Plan > is > Specific Plan > Apply Filter
Note: On the recent UI enhancement you can now scroll the index pages - Customers, Subscriptions, Invoices, and Credit Notes vertically. Earlier, the pages will be paginated which may prolong your search however with the new enhancement as you scroll down the list it will load all other data in a single page as highlighted below on the screenshot. Refer to this link for more information.
Then click on Export > Export as CSV to download subscription data for a specific plan.
Alternate step:
Navigate to Settings > Configure Chargebee > Import & Export Data > Export Data > Subscriptions > Select Criteria to Export > Export
Note: If you are to perform a bulk operation for existing data from Chargebee, you may have to export the data from Chargebee and update those data to the import sheet from Bulk Operations. Earlier, the export data format and import data format varied, which involved a lot of manual intervention. With the new enhanced Export file option, you can either export a file using Download Data or download an import-friendly file from Settings > Import & Export Data > Product Catalog. Refer to this link for more information. This applies only to sites in the PC 2.0 version.
Step4: This file will contain sample records that you can replace with the current data records. Note that the data that needs to be added to the sheet should be in the same format as the sample data.
Now, you can update the current subscription price.
Note:
Step 5: Drag and drop your data file into the web interface or upload it
Please refer to the Bulk operationsdocument if you have received any errors while uploading the file.
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