Migrate from Bold, step by step.
Moving off Bold Subscriptions follows the same reversible path as every RefillKit migration: a row-by-row validation report, a dry run, contracts created paused with billing dates preserved, and a one-click rollback until you activate. The one Bold-specific fact worth knowing up front: Bold’s dashboard exports typically leave out payment vault tokens, so plan on your customers updating their card through an automated, Shopify-hosted email flow — RefillKit sends and tracks that outreach for you.
The sequence
Seven steps. You can stop at any of the first six.
Export your subscriptions CSV from Bold
In the Bold Subscriptions admin, export your active subscriptions to CSV. You want customer email, products and variants, quantities, prices, billing frequency, next order date, and shipping address. Keep Bold running — it bills your customers normally until cutover.
Upload the CSV to RefillKit
Open the migration wizard and upload the file. The Bold preset maps Bold’s column names automatically, and every mapping can be adjusted by hand before anything else happens.
Read the validation report
Each row is checked before anything is created: malformed dates, products or variants that don’t exist in your Shopify catalog, missing emails, duplicate rows. Fix and re-upload, or exclude flagged rows and migrate the rest.
Run the dry run
See the exact contracts that would be created — products, prices, frequencies, and each customer’s preserved next billing date — without touching your store.
Approve and execute
Contracts are created paused, paced to stay inside Shopify’s API limits. A customer Bold would have billed on the 3rd stays on the 3rd.
Activate, then wind down Bold
Nothing bills until you activate. Once you do, cancel the matching subscriptions in Bold so nobody is billed twice. We can walk the cutover with you over email.
Rollback window
Until activation, one click removes everything the migration created. No charges were made, so there is nothing to unwind with customers.
Payment methods, honestly
Expect the card-update email flow. It’s automated.
Bold dashboard exports typically omit payment vault tokens, so most Bold migrations cannot silently carry payment methods over. Instead, each migrated customer receives an automated card-update email with a secure, Shopify-hosted link — RefillKit sends it, retries it on the dunning schedule if the next charge fails, and shows you who has and hasn’t updated. RefillKit never receives, stores, or logs raw card numbers.
This is the honest trade-off of leaving Bold, whichever app you move to. The practical play is to activate a few days before the bulk of your renewal dates, so customers have time to update their card before their first RefillKit charge — the validation report shows the renewal-date spread so you can pick that window deliberately.
Deeper reference — required columns, error messages, cutover checklist — in the migration guide.
Check your Bold export before you commit.
The free preflight check reads your Bold CSV and reports what would validate, what needs fixing, and how many customers would get the card-update email.