Bulk Deletion of Payment Methods

Bulk deletion of payment methods is a Bulk Operation that allows merchants to simultaneously delete multiple payment methods using a CSV file upload. This can be used to delete payment methods from Chargebee only or from both Chargebee and the connected payment gateway.

This high-impact operation is governed by an Approval Workflow to ensure all deletions are authorized before execution, helping to prevent accidental data loss.

Accessing the Bulk Deletion screen

To start a bulk deletion operation:

1. Log in to your Chargebee Billing site.
2. Navigate to Settings > Import & Export Data and select Choose a bulk operation.
   
3. Select Payment Methods from the dropdown and select the operation: Delete Payment Method from Chargebee.
4. Select Proceed.
   

Steps to perform a Bulk Deletion

Step 1: Upload CSV

• Drag and drop or click to upload your CSV file.
• Download the sample CSV file to use the correct column headers.
• Required column: payment_source[id]

Step 2: Configure operation (Optional)

• Select the following as required:
  • Disable Webhooks - to prevent triggering external event notifications.
  • Disable Email Notifications - to suppress emails to customers.
  • Advanced Transformations - if additional processing is needed.
• Click Continue.

Step 3: Confirm deletion options

• Review the summary.
• To delete payment methods from both Chargebee and the Gateway, check the Delete from Gateway box and click Delete Payment Method.
  • Alternatively, select Delete Payment Method directly to delete payment methods only from Chargebee.

Step 4: Submit for approval

• When you click Delete Payment Method, a pop-up appears, prompting you to request approval.
• Add an optional message to the approvers and click Request Approval.

Approval workflow

Once submitted, the bulk deletion request enters an approval workflow. This ensures only authorized users (Site Owners/Admins) can review and confirm such actions.

1. Accessing the Approval Request If you have the appropriate authorization (Site Owner or Admin), you can view and take action on approval requests.

   • Go to Approvals > My Requests in the left navigation of your Chargebee site.

   • You will see a list of pending requests, including the requester's name, time, and a summary of the action.

   • Click a request to view more details and take action.

   

2. Approver Review Once you open a request, you will see available options:

   • Approve - Initiates the deletion based on the selected scope.
   • Reject - Cancels the deletion.
   • Send Reminder or Cancel Request - Optional actions to follow up or withdraw the request.
   

3. Approval Outcomes

   a. If approved: Chargebee deletion occurs immediately, and the Gateway deletion (if selected) is scheduled after a delay.

   b. If rejected: No deletion occurs. The request is closed.

4. Notifications: The requester receives an acknowledgement email once the request is either approved or rejected.