Subscription Billing Import Type

Some of the records related to subscription billing can be imported as CSV data.

To import subscription billing records, verify the following settings:

Check the Consolidate Projects on Sales Transactions box on the Items/Transactions subtab at Setup > Accounting > Accounting Preferences
Enable the following features on the Transaction subtab at Setup > Company > Enable Features:
- Advanced Billing
- Charge-Based Billing
- Billing Accounts
- Billing Operations
- SuiteBilling

For more information about setting up SuiteBilling and billing records, see SuiteBilling Overview and Viewing Records Related to the Billing Account.

To import subscription billing data, perform the CSV imports in the following order:

	Record Type	Import Type	Requirements	More Information
1	Subscription Plan	Items	—	Subscription Plan Import
2	Price Plan	Accounting	Price plans are only used one time, and the CSV import can only be used to modify existing price plans. Note: Price plan information is not available from the UI, so ensure that you record all information from this import for later use.	Price Plan Import
3	Price Book	Accounting	A saved associated subscription plan and a price plan are mandatory for the price book import. Refer to the price plan using the external ID.	Price Book Import
4	Subscription	Transactions	Subscriptions reference existing subscription plans. The following fields are required: Customer Billing account Subscription plan Price book in the same currency that is used in the billing account.	Subscription Import
5	Subscription Line	Transactions	This import can only be used to update existing lines in a subscription, usually to change the status from Draft to Pending Activation. New lines cannot be added using CSV import because all subscription lines are created with the subscription record and they reflect lines of the subscription plan.	Subscription Line Import
6	Subscription Change Order	Transactions	Use this import as needed. The information imported varies, depending on the action specified, that is, activation, termination, reactivation, suspension, modify pricing, and renewal. A subscription with at least one activated subscription line is required. To add a subscription change order, the subscription, billing account, and customer are required. The internal ID or external ID is required to update a subscription change order.	Subscription Change Order Import
7	Usage	Transactions	Use this import as needed. To import subscription usage data, a subscription must exist for the customer. For more information, see Creating Subscription Plans. View the video: Setting Up a Subscription Plan and Price Plan.	Usage Import

Record Type

Import Type

Requirements

More Information

Subscription Plan

Items

—

Subscription Plan Import

Price Plan

Accounting

Price plans are only used one time, and the CSV import can only be used to modify existing price plans.

Note:

Price plan information is not available from the UI, so ensure that you record all information from this import for later use.

Price Plan Import

Price Book

Accounting

A saved associated subscription plan and a price plan are mandatory for the price book import. Refer to the price plan using the external ID.

Price Book Import

Subscription

Transactions

Subscriptions reference existing subscription plans. The following fields are required:

Customer
Billing account
Subscription plan
Price book in the same currency that is used in the billing account.

Subscription Import

Subscription Line

Transactions

This import can only be used to update existing lines in a subscription, usually to change the status from Draft to Pending Activation. New lines cannot be added using CSV import because all subscription lines are created with the subscription record and they reflect lines of the subscription plan.

Subscription Line Import

Subscription Change Order

Transactions

Use this import as needed. The information imported varies, depending on the action specified, that is, activation, termination, reactivation, suspension, modify pricing, and renewal.

A subscription with at least one activated subscription line is required. To add a subscription change order, the subscription, billing account, and customer are required. The internal ID or external ID is required to update a subscription change order.

Subscription Change Order Import

Usage

Transactions

Use this import as needed. To import subscription usage data, a subscription must exist for the customer. For more information, see Creating Subscription Plans.

View the video: Setting Up a Subscription Plan and Price Plan.

Usage Import

The Billing Account record type is also used for subscription billing. For more information, see Billing Account Import.

Related Topics