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How to configure plans with different currencies in bulk?

Problem Statement

You want to know how to configure plans with different currencies in bulk.

Solution

This article also covers

Can I create plans in bulk?

Can I import my existing plans?

Summary

Chargebee lets you bulk import or create plans using the "Bulk Operations" feature which allows you to use a CSV import to feed in the Plan details. You can use this action to create Plans in bulk for different currencies, prices, and so on.

To do this navigate to,

Settings

Import and Export Data

Choose a bulk operation

Plans

Create Plans

Download the sample CSV file

Input the dataset under the respective columns> Upload the file to create the plans

image

For more details on carrying out bulk operations, click here.

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 involves a lot of manual intervention. With the new enhanced Export file option, you can either export a file using Download Data or use Download import-friendly file from Settings > Import & Export Data > Product Catalog. Refer to this link for more information.

ColumnDescriptionRequired
idUnique identifier for the planYes
nameDisplay name for the planYes
currency_codeCurrency code (e.g., USD, EUR)Yes
pricePrice in the specified currencyYes
billing_frequencyBilling frequency (monthly, yearly, etc.)Yes

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