Import Subscriptions

When to Use This Feature

The CSV import feature in Easy Subscriptions is the mechanism behind every migration guide in this help center. Use it when:

• Migrating from another subscription app, such as Recharge, Bold, PayWhirl, Loop, or Appstle
• Importing offline or manually managed subscription records
• Moving to Shopify native subscriptions with Easy Subscriptions for the first time

If your store is also connecting a payment gateway to Shopify for the first time, such as Braintree, Authorize.net, or PayPal Express, complete that connection step first using the relevant gateway guide, then return here to import your subscription data.

Step by Step Guide

Step 1: Navigate to the Import Subscriptions Section

1. Open your Shopify admin dashboard.
2. From the left sidebar, go to Apps, then Easy Subscriptions.
3. Click Settings.
4. Select Import Subscriptions.

Step 2: Download the CSV Template

Click Download Template, located below the upload area. This file defines the required columns and format for your import. Fields typically include:

Field	Notes
Customer Email	Must match an existing customer or be paired with First Name and Last Name for new customers
Product ID	The Shopify product tied to the subscription
Contract Status	Active, Paused, or another supported status
Billing Cycle	For example, every 30 days
Next Order Date	The date the next charge should process
Payment Gateway ID	Format depends on the connected gateway, see the table below

If a customer does not already exist in Shopify, include their first name and last name alongside their email address. Shopify uses these fields to send automated subscription update emails, and a missing name field can cause that row to fail.

Payment Gateway ID Formats by Gateway

The Payment Gateway ID field is not a single universal format. It depends on which gateway the subscription bills through:

Gateway	Expected ID Format
Shopify Payments	No separate ID needed for standard migration
Stripe	Customer ID and payment method ID
Braintree	Customer ID and payment method token
Authorize.net	Customer profile ID and payment profile ID
PayPal Express	Billing agreement ID, must begin with B dash

Using the wrong ID format for a gateway is one of the most common reasons a row fails validation, so confirm which gateway each row belongs to before filling in this column.

Step 3: Upload the Completed CSV File

1. Return to the Import Subscriptions page.
2. Click Add Files and select your completed CSV.
3. Click Upload File to begin the import.

Step 4: Confirm Upload and Validate Data

If the CSV matches the required format and contains valid data, the import begins automatically. Once complete, a success message confirms the subscriptions were added.

Any invalid or missing data produces an error message instead. Before re-uploading, check that:

• Column headers match the template exactly
• Field values match expected formats, including dates, emails, and product IDs
• Payment Gateway ID values match the format required for that row’s gateway

Contact support if you are unsure why a row failed.

Important Notes

• Your CSV must match the template format exactly, including column order and naming. Renaming or reordering columns will cause the import to fail.
• If migrating from another platform, use a mapping tool to align your export file’s columns with the Easy Subscriptions template before uploading.
• For large volume imports, Shopify supports bulk import operations that do not count against standard API limits, which helps prevent large files from timing out.
• For complex contract data or large volume cleanup, contact support for assistance.

Frequently Asked Questions