The Bulk Shipping Rate Swap tool allows you to quickly update shipping rates and carrier codes across multiple wine club subscriptions without editing each customer manually.

This tool is ideal for:

• Updating shipping rates in bulk

• Changing shipping methods or carriers

• Applying different rates by customer, wine club or delivery frequency

• Correcting carrier codes for Sovos ShipCompliant compliance

Rate overrides are applied by uploading a formatted CSV and are processed in the background. You can continue using the system when rate updates are being applied.

Accessing the Tool

To use the Bulk Shipping Rate Swap tool:

1. Go to Wine Clubs > Bulk Actions from the main menu.
   

2. Select Bulk Shipping Rate Swap

3. You’ll see three main sections:
   

1. Winehub Club Shipping Profile - update your club shipping rates in bulk
   

2. Customer Delivery Rate Overrides - apply override rates for specific customers, clubs or frequencies
   

3. ShipCompliant Delivery Code Mappings - map Shopify shipping codes with ShipCompliant service codes
   
   

Winehub Club Shipping Profile

This section allows you to view and edit your current Winehub Club Shipping zones, rates and settings.

• Profile Name: Active delivery profile name

• Location Groups: Fulfilment locations linked to this profile

• Zone Rates: Shipping methods and prices by zone

Edits to these rates will adjust your rates from today, but will not update existing wine club contracts unless you select this toggle highlighted below.

Customer Delivery Rate Overrides 

This section allows you to upload a CSV to make changes to shipping to individual clubs, customers or frequencies. Your file should follow this format:

• email: Customer email (must exist in your system)

• club_name: Exact wine club name

• club_frequency: Delivery frequency label

• carrier_code: Code to assign (must be valid)

• delivery_rate: Shipping price (e.g. 12.50)

email,club_name,club_frequency,carrier_code,delivery_rate  
john.smith@email.com,Wine Club Shipments,2 Shipments Per Year,ups_ground,12.50  
jane.doe@email.com,Automatic Reordering,Every Month,fedex_home_delivery,15.00  

Changes made using this method will only be applied to selected customers, clubs and/or frequency so will not show in your regular Club Shipping Profile.

Uploading Your File

1. Click Choose File in the CSV upload section.

2. Select your CSV file.

3. Click Upload and Process.

4. Wait for validation.

5. Review the result:

   • Success: All rows processed

   • Partial Success: Some rows failed, others processed

   • Failure: Format issues or all rows invalid
     
     

After Upload

Once your CSV is accepted:

1. Overrides Created: One per valid row (customer, club, carrier, rate)

2. Existing Overrides Updated: Previous settings are replaced

3. Shopify Subscriptions Updated: Contracts use new carrier info

4. Runs in Background: Large files may take several minutes

Understanding Errors

Common error messages include:

• Email does not exist in the system

• Invalid club combination

• Invalid carrier code

• CSV validation timed out

• Invalid file format

Check and re-upload if necessary.

How Overrides Work

When a subscription shipment is processed:

1. System checks for a matching override

2. Applies the new carrier code and rate

3. Translates carrier code (if using ShipCompliant)

4. Override remains active until updated or removed

Best Practices

• Start with a test file (5–10 rows)

• Always back up your CSV files

• Copy exact club names from Winehub

• Confirm carrier codes before uploading

• For large files, monitor and allow background time

• Spot check contracts after bulk uploads

Troubleshooting

Q: File uploaded but nothing changed?
A: Wait a few minutes; it may still be processing.

Q: Only some rows worked?
A: Check the upload errors and re-upload the failed rows.

Q: Carrier override doesn’t show on the contract?
A: Confirm the carrier code mapping is valid and retry.

Q: Can I remove overrides?
A: Only via database access or by contacting support. You can also upload again to overwrite the previous changes.

Q: My file keeps timing out?
A: Break into batches of ≤500 rows and upload separately.

ShipCompliant Delivery Code Mappings 

1. Service Code: Shopify’s internal code (e.g. ups_ground)
   
2. Presented Name: Display name at checkout
   
3. Translated Service Code: ShipCompliant equivalent
   
4. Translated Presented Name: Name shown in compliance records

You can edit or add mappings here.

Support

• Your CSV file

• Any error messages

• Approximate upload time

• Affected customers or clubs