How to Bulk Update the Next Order Date for Subscriptions

The Bulk Updates tool allows you to update the next order date for multiple subscriptions at once. Follow the steps below to complete the process from start to finish.

Step 1: Navigate to the Bulk Updates Tool

1. In the app's sidebar, go to Subscriptions > Bulk Updates.

2. Before creating your update file, you’ll need to identify the subscriptions you want to edit.

Step 2: Filter & Export the Subscriptions You Want to Update

1. Go to the Subscriptions page.

2. Apply filters to narrow down the exact subscriptions you want to modify.

3. Once filtered, export the list.

You’ll use this export to gather the Subscription IDs needed for your update file.

Step 3: Download the Bulk Update Template

If you do not already have the template for updating next order dates:

1. Go to Subscriptions > Bulk Updates.

2. Click Import Data.

3. Select Download template.

This will download a CSV file structured for next order date imports.

Step 4: Prepare Your Template File

1. Open the file you exported from the Subscriptions page.

2. Copy the Subscription ID column.

3. Paste these values into the subscriptionId column of the Bulk Update template.

4. In the nextOrderDate column, enter the new next order date for each subscription.

Date Format Requirements 📅

Dates must be in the following format: YYYY-MM-DD Example: 2026-05-20

1. Save your updated template file.

Step 5: Upload Your Bulk Update File

1. Go back to Subscriptions > Bulk Updates.

2. Click Import Data again.

3. Select Choose a file and upload your completed template.

4. Review and correct any errors shown in the importer.

5. Confirm the import request.

Step 6: Monitor Your Import Status

After submitting the file:

1. You will be returned to the Bulk Updates page.

2. Scroll to Past imports to see your most recent request.

3. The initial status will show Processing.

Check your inbox for notifications:

If the you're not seeing the updated status in Smartrr, please refresh the page.

Step 7: Understanding Import Statuses

Once processing completes, you will see one of the following statuses:

Status	Description
Validated	Your file passed validation. ➡️ Click Commit to apply the changes.
Validation Failed	There is an error in your file. Common issues include: - Incorrect date format - Invalid or missing subscription ID - A subscription that cannot be updated

Click Commit Feedback to download a detailed error report. After correcting the issues, upload the file again and repeat the process (Steps 1-7).

Processing Outcomes After Clicking Commit 🔬

After committing a validated import, you may see one of the following results:

Result	Description
Processed	All subscription next order dates were successfully updated.
Partially Processed	Some subscriptions updated successfully; others failed. Review the Commit Feedback file for details.
Failed Processing	Nothing was updated due to an unexpected error. If no obvious issue is listed in the feedback file, contact Support.

Review Commit Feedback

After each import is committed, a Commit Feedback button becomes available. Click the button to download this file to see:

• Each subscription included

• Whether the update succeeded or failed

• Any errors returned for individual records

Confirm the Updates 🧐

You may also visit the Subscriptions page and search for one of the updated subscriptions to confirm that the new next order date has been applied correctly.

Lastly, a short recording of the above steps: