How to Import Your Purchases in Bulk With SureCart

SureCart allows merchants to import purchases in bulk. Whether you’re transferring data from another platform or simply want to manage purchases more efficiently, this tool can be a time-saver. 

Instead of manually inputting each purchase, you can import them all at once. This guide will walk you through the process step by step, making it easy to streamline your purchase management with SureCart. 

Let’s dive in.

Preparing Your CSV File

To get started, you’ll need to fill a CSV file with all your purchase information. We’ve simplified this process by providing a template CSV file for you to use.

CSV Sample File

In the template file, you will find all the fields you need to have to import the purchase data.

If you already have your own CSV file with purchase details, ensure its column headers match our template.

For example, the “Price ID” column header in your file should match the “Price Id” in our template. You can just copy-paste all of your data directly into our template, ensuring alignment with the column headers.

It’s crucial to fill in these required fields accurately. If any of them are empty or have incorrect data, the import won’t work. Always double-check these fields to ensure a smooth import process.

Note: Some fields in the template have an asterisk (*) next to them, indicating they’re essential. In your case, the necessary fields are – Customer Email, Price ID, and Quantity.

Reminder: When inputting the Revoke at date, choose a future date. If the date is earlier than the current time, the import process will fail. So, be sure to select a future date to avoid any problems.

List Of Fields In Your CSV File

Where to Get Your Price ID, Variant ID, & License Key From SureCart?

You can get both the Price ID and the Variant ID by going to the individual product and clicking on the Copy Link button here.

To copy a specific variant’s ID, select the variant from the dropdown and click on the Copy button.

Filling in License Keys is not mandatory. But if you want a license key, you can find them under the Licenses section.

Note: Please ensure that the enable license creation option is activated under the individual digital product.

How to Import Purchases?

Once you have your CSV file ready, you can follow the instructions below to import your purchases into SureCart.

Login to the SureCart platform. Before proceeding, double-check that you are in the right store. Once you’ve confirmed it:

• Navigate to Settings > Imports and click on the New Import button.

• Select Purchases from this dropdown.

• Click on this Template CSV file button to get the sample template file. This is the same file that we’ve linked above.

• You can either drag and drop the CSV file directly into this area or just click on this area to browse your computer and choose the file.

• Enable this switch if you want to import purchases in Live Mode. If not, the purchases will be imported in test mode to ensure everything works smoothly.

• Click on the Import button.

The importing process usually takes less than a minute for small data (less than 100). You’ll also receive an email notification once the process is complete.

• After the import process is done, you’ll see the status change to Completed, as you can see in the image below.

• If you want to get more detailed information about any specific import, just click on its row. You can easily access the purchase information.

That’s it! We hope this guide was helpful. Do check out these articles as well:

• How to Import Subscriptions in Bulk With SureCart
• How to Import Products in Bulk With SureCart
• How to Import Customers in Bulk With SureCart

If you face any issues with the importing, please reach out to our support team. We’re always here to help!