Efficient order management is vital for any Shopify store, especially those handling a large volume of transactions. There may come a time when you want to update the payment status of multiple orders simultaneously, and manually updating the payment status of orders one by one can be tedious. With StoreRobo Import/Export Suite, you can streamline this task by updating the payment status of multiple orders to Paid in bulk, saving time and reducing errors.
In this guide, we’ll walk you through the step-by-step process of bulk updating payment status for orders to paid.
Before you begin payment status update
- Test Before Full Import: Test with a small batch of orders to verify the process works as expected.
- Use Presets: Save filter and export configurations for recurring bulk updates.
Change order status to Paid in bulk on Shopify
To change the payment status
- Step 1: Export orders to update
- Step2: Update CSV with required columns (
Name
Line: Type
Transaction: Kind
Transaction: Amount
Transaction: Currency
Transaction: Status
Transaction: Gateway
) - Step 3: Import updated orders
Use case
In this tutorial, we’ll show how to update all orders placed on or after 23/09/2024 with a Payment Pending status to Paid in bulk.
Step 1: Export orders to update
- Navigate to Apps > StoreRobo > Export to open the app dashboard.
- Choose an export template (e.g., Shopify CSV, Google Shopping Feed) and click Proceed.
- Choose Orders as the data type and configure the export:
Columns to export: Include these columns in your export for accurate updates:
- Basic columns:
Name
- Line items:
Line: Type
- Transactions:
Transaction: Kind
Transaction: Amount
Transaction: Currency
Transaction: Status
Transaction: Gateway
Note: While you’re not directly updating the Payment: Status column, updating the associated data ensures the payment status is automatically updated to Paid.
- Apply Filters: For this example, filter orders made on 23/09/2024 that have a Payment Pending status.
Optional:
- Enable Export to FTP/SFTP and set up/select a profile.
- Click Export.
- Download the exported file.
For detailed export steps, refer to Import/Export Shopify Orders with StoreRobo.
Step 2: Edit CSV / Update order status to Paid
After exporting the order data:
- Open the file in the CSV editor.
- Delete line item duplicates if you have any.
- Update the following columns for all relevant orders:
- Line: Type ==>
Transaction
. - Transaction: Kind ==>
sale
. - Transaction: Amount ==> Enter the paid amount for each order.
- Transaction: Currency ==> Specify your order’s currency (it can be empty if it is the same as the store’s default order currency).
- Transaction: Status ==>
success
. - Transaction: Gateway ==>
manual
.
- Line: Type ==>
- Save the updated CSV file.
Step 3: Update existing orders with new data / Import CSV
Return to the Shopify admin dashboard and go to Apps > StoreRobo > Import.
- Upload the updated CSV file to StoreRobo.
- Select the data type as Orders and click Upload.
- Under Options, Choose to Update if Orders already exist in the store to update the existing order instead of creating a new one.
- Click on Import.
For detailed import steps, refer to Import/Export Shopify Orders with StoreRobo.
Once the import is complete, all selected orders will update their payment status to Paid.
Open Orders before payment status update.png