How to swap products in bulk

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Before you start

  • Swapping products in bulk is not currently supported for prepaid subscriptions and one-time products.

  • Depending on the size of your store, you may need to swap products on subscriptions in bulk. This can apply to all customers or to a specific segment. For changes that affect more than a small group of customers, using a bulk operation is the most efficient approach.

  • Ensure you have access to Bulk Operations in your User Permissions.

  • Bulk swap actions are applied at the variant level. Each action can swap only one variant at a time. If you need to swap a product that has multiple variants, you’ll need to create a separate swap action for each variant.

  • Run bulk updates during off-peak hours to minimize customer impact.

Use cases

Bulk product swaps are helpful when changes need to be applied consistently across many subscriptions.

Common scenarios include:

  • Product replacements: Swap an existing product variant for a new one when a SKU is discontinued, upgraded, or rebranded.

  • Catalog standardization: Move subscribers from multiple legacy variants to a single, current variant.

  • Segment-based product changes: Swap product variants for specific groups of subscribers based on defined conditions, such as plan type, product bundle, or customer segment.

Step 1: Set the conditions

  1. In your Skio dashboard, go to Tools > Bulk Operations.

  2. Choose the subscription type. Select either Regular recurring subscription.

  3. Define the conditions for the customers you want to target. You can add multiple conditions using AND, OR, or AND/OR logic.

    1. For example, to swap a product for a segment of customers , you can set conditions of If a subscription is in segment segment_name .

    2. See Bulk operations guide for a full list of conditions.

This step ensures the bulk operations tool only runs on relevant subscription lines. If you skip it, the operation may show multiple Failures because the tool couldn't find the selected variant during the next step (setting the Action).

Step 2: Select the Swap product variants Action

  1. In the Actions section of the Bulk Operations tool, click the Add an action button.

  2. From the dropdown, choose Swap product variants.

  3. Choose one of three pricing options:

    • Keep the old price with the same discounts: Keeps the original configured pricing.

    • Use the new variant price with the same discounts: This will use the new variant's selling plan discount, if any.

    • Custom pricing: Sets a price override of the amount entered.

  4. Select the old product variant you want to replace, then choose the new product variant to map it to. See the following image for an example configuration. Options for swapping product variants in subscription with pricing details and product information.

Step 3: Preview and run the bulk operation

Preview bulk operation

Preview the subscriptions that will be affected before running the bulk operation. We recommend downloading the export so you can verify the changes or revert them if needed.

Preview of subscription details with warnings about accuracy and download recommendations.

Run bulk operation

When you are ready to start your bulk operation, scroll to the top of the page and click Start operation.

UI bulk operations with options for subscription types and action initiation. highlighting the start operation button on the right

Step 4: Check the bulk operation results

Use the exported CSV (comma-separated values) file to check if the bulk operation ran successfully.

Search for a subscription ID from the CSV in the Skio Dashboard under Subscribers > Subscriptions to confirm that the product was swapped as expected.

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