If you have to issue refunds for your existing Shopify Orders, and you have a lot of them, then doing it manually for a lot of Orders takes ages!
Here is how Excelify can help you to bulk issue Shopify refunds for your Orders in a few simples steps.
Summary of steps to bulk refund your Shopify Orders:
- Export existing Orders with the Excelify app
- Make the import file from the exported Orders file
- Import the file using the Excelify app
1. Export existing Orders with the Excelify app
Include the following details for those Orders only:
- Basic Columns
- Line: Type
- Line Items
You can also apply the filter to target more specific Orders.
2. Make the import file from the exported Orders file
Take the exported file and delete any other columns, keeping just those:
- Line: …
- Refund: …
Change the following columns:
- Command: set values “UPDATE” for all lines, so that the app knows you want to update existing orders.
- Line: Type:
- Change the “Line Item” rows to “Refund Line” for those lines which you want to refund. You can change the quantity and total amounts for them if you want to refund a smaller amount than paid.
- Change the “Shipping Line” rows to “Refund Shipping” if you want to refund also the shipping cost.
- Refund: ID: set any kind of number there, for example, “1” for all the rows – just so that you identify that this is one and the same refund. You can create several refunds by changing the “Refund: ID” number, and group several line items into several refunds if you like.
- Refund: Note: write any notes you want to add about this refund.
- Refund: Restock: put the TRUE there if you want to restock the refunded products, and FALSE if you don’t want to restock.
- Refund: Restock Type – Only used when “Refund: Restock” is TRUE, and you are restocking only a part of a line item and its partially fulfilled. To restock the unfulfilled part of the line item put the value “cancel”, to restock fulfilled part of the line item put “return”.
- Refund: Restock Location – If you have the “Refund: Restock” set as TRUE, then you can set here the name of the location to which the restocked items should be sent. If you leave this empty then the items will be sent back to the default location.
- Refund: Send Receipt: put the TRUE if you want the customer to receive an e-mail notification about that refund. FALSE – if you don’t.
The final table you import will look something like this:
3. Import the file using the Excelify app
It should show that X count of Orders got updated.
When looking in Admin, your refunded Shopify Order will look like this:
If you marked to send the notification receipt of the refund, the customers will get an e-mail like this:
Refund partially with a specific amount
You might need to refund the Orders not by Line Items, and not fully, but just partially. Say, you want to refund just the $10 for an Order.
You can do that, too:
- In addition, as instructed previously, include also the “Transactions” in the Orders export.
- Fill the row of “Line: Type” with value “Transaction“.
- Set the same “Refund: ID” value as for the “Refund Line” items (if you refund any line items).
- Fill the “Transaction: …” columns with the amount you want to refund.
Essentially, if you just need to refund a certain amount, you only need to import one row with “Line: Type” = “Transaction“, and fill the “Refund: …” columns and “Transaction: …” columns.
Always test with just one Order first to make sure you have it all set up correctly.
Only then, once this has been confirmed, are you ready to import the Order refunds into Shopify.
Where to go from here?
- If you need to cancel the Order, read the tutorial on how to cancel Orders, also with refunding them.
- Read the documentation of all the fields of Orders.
- See other Tutorials about Orders.
- Contact our support to get help.