Bulk Updating a Custom Field on Subscription Charge Line Items

Overview

If you need to update a custom field (for example, Location) across multiple Subscription Charge line items, you can perform the update in bulk using the Export and Reimport workflow in Ordway.

This method helps maintain data accuracy while efficiently applying updates across multiple subscriptions.

Can I Bulk Update Subscription Charge Fields?

Yes. Bulk updates are supported through the Subscription Export / Import process.

To avoid unintended changes, create a test subscription first and validate the updates before applying them to all subscriptions.

Steps to Bulk Update the Custom Field

1. Create a Test Subscription

• Create a new test subscription that mirrors the setup of the target subscriptions.

• This allows you to safely test the update process.

2. Export Bulk Subscription Data

1. In the left navigation menu, click Contracts & Orders → Subscription Contracts. The Subscription Contracts page is displayed.
   

2. Select the multiple subscriptions. 
   
    

3. Click the overflow menu (︙) in the upper-right corner of the page. 

4. Click Export Subscriptions. The Export Subscriptions dialog box is displayed.
   

5. Select one of the following export options:

   • All Subscriptions — Export all subscription records.
   • Current Search — Export subscriptions based on the currently applied search or filters.
   • By Date Range — Export subscriptions within a specified date range.
6. Select the export format:
   • xlsx 
   • csv

7. Optional: Enable Process Offline to process the export asynchronously.

8. When enabled, the export results are emailed to the specified address.

9. Verify or update the email address in the Email Results To This Address field. 

10. Optional: Select Export Subscription Lines to include Subscription Charge line items in the export. 

11. Click EXPORT. 

12. Once processing completes, download the exported file from the email notification or directly from the browser, depending on the selected processing option.

3. Modify the Custom Field

• Open the exported file in Excel or Google Sheets.

• Locate the Location (or another custom field) column.

• Update the values as needed.

4. Reimport the Updated Data

1. In the left navigation menu, click Contracts & Orders → Subscription Contracts. The Subscription Contracts page is displayed.
   

2. Click the overflow menu (︙) in the upper-right corner of the page. 

3. Click Import Subscriptions. The Import Subscriptions dialog box is displayed.

4. Upload the modified file.

5. Review and confirm the import. For more information, refer to Import Data – Ordway Support Portal