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Bulk add products to purchase options

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Add products by tag to Downpay
Video guide
Steps to assign products in Downpay by tag
Migrating to tag assignment in Downpay

Add products with Shopify Bulk Editor
Video guide
Steps

In order to begin this workflow, you need have a deposit purchase option created in Downpay. Follow this guide to create your first purchase option.

Add products by tag to Downpay



You can assign an existing or new tag to a Downpay purchase option to offer deposits on a large group of products.

Assigning products by tag in Downpay will automatically add newly tagged products to the deposit purchase option.

Video guide for adding tags to Downpay



Coming soon

Steps to assign products by tag in Downpay



Review the tags you wish to use in Shopify before beginning these steps. For more information on adding tags in bulk, review Shopify's guide to add and remove tags in bulk.

Navigate to Downpay and create a new purchase option.

You will not be able to update existing purchase options that use product or variant assignment to use the new tag assignment feature. Review the migrating to tag assignment guide.

Select the tag option and click into the search box to begin selecting tags

Once an assignment type is selected, it cannot be changed and a new purchase option must be made to use other assignment types.

Select the other options you wish to enable for the purchase option and click save

Assignment by tag begins after saving and may take longer based on the amount of products being added. Assigned products will be displayed in the Products tab within a purchase option when completed.

Migrating to tag assignment in Downpay



If you have been using Downpay before this feature was released and want to switch to tag assignment, follow this guide to ensure a smooth migration.

Video guide



Coming soon

Steps



First, create a new purchase option with the exact same Purchase option name of the purchase option you are copying. This is critical as the name is used as an order tag to help you filter orders in Shopify accurately.

Click the tags tab and select the tags you wish to use to assign products to a Downpay purchase option. All current tags on your store will be displayed in Downpay for you to choose from.

Ensure the rest of the details about your purchase option are correct and then click save.

Tag assignment will begin after clicking save and may take longer based on the amount of products being added. Assigned products will be displayed in the Products tab within a purchase option when completed.

Once you can see products have been assigned to the purchase option, delete the old purchase option in Downpay. This will ensure all products are using the new tag assigned purchase option.

Products tagged in Shopify with the tags assigned in Downpay will stay in sync and display your purchase options on the storefront.

Add products with Shopify Bulk Editor



Video guide for adding products with Shopify bulk editor





Bulk editor steps



1. Navigate to the Shopify product page from the left navigation bar

2. Apply the necessary filters to narrow down your product list to the products you wish to add to a Downpay purchase option.


You can only add 1 page (50 Products) to a Purchase Option at a time.


3. Select all the products you wish to add and click ... at the bottom of the page and scroll down and select Add to Downpay purchase option under the Apps section.

4. Select which purchase option you would like to add the products to and confirm with the Add Products button.

5. Continue this workflow to add as many products as you require to a purchase option.


There is no limit to how many products can be added to a purchase option however the limit on viewing them within Downpay is currently 250.

Updated on: 15/02/2024

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