Subscription Import
You can import subscription CSV data for a customer only when SuiteBilling and the related features are enabled on your account. For more information, see SuiteBilling Overview.
Subscriptions reference existing subscription plans. The following are required:
-
Billing account
-
Subscription plan
-
Price book in the same currency that is used in the billing account.
For more information about subscriptions , see Subscription Management.
Subscription Body and Sublist Fields
To prepare subscription CSV data for import, make sure that your CSV file includes the following fields. They are required for a successful CSV import.
-
Subscription Plan – Name of the subscription plan.
-
Price Book – Name of the price book. The price book must use the same currency that is used in the billing account.
-
Customer – Customer using the subscription.
-
Billing Account – Customer’s billing account for this subscription.
In a single file import, either the internal ID or external ID field is required. Each single file import with repeating rows for a sublist needs a mapped field. The mapped field identifies the record, which is required because it spans multiple rows in the import file.
Subscription records include the Price Book Lines sublist. This is a keyed sublist, and the required value is the Subscription Plan Line Number.
Subscription CSV File Example
The following tables show how you might structure files for importing subscription and price book line sublist CSV data.
Primary file:
|
External ID |
S |
C |
Billing Account |
S |
Initial Term |
Original Start |
Original End |
Default Renewal Term |
Default Renewal Method |
|---|---|---|---|---|---|---|---|---|---|
|
SBSC001 |
Enterprise Monthly Service |
H C |
Harriott Construction: BA_1001 |
Enterprise Monthly Solution |
12 Months |
01/ |
01/ |
1 Year |
Automatic |
|
SBSC002 |
Company Quarterly Service |
B-Sharp Music |
B-Sharp Music: BA_1002 |
Quarterly Service Silver |
3 Months |
06/ |
09/ |
3 Months |
Manual |
Price Book Line sublist:
|
External ID |
S |
Repeat Every |
Price Plan |
Quantity |
Included Quantity |
Discount |
Charge Frequency |
|---|---|---|---|---|---|---|---|
|
SBSC001 |
1 |
1 |
Annual |
4 |
0.5 |
0.1 |
12 |
|
SBSC002 |
3 |
2 |
Quarterly |
20 |
0.9 |
0.2 |
3 |
|
SBSC002 |
5 |
0 |
One Time |
1 |
2 |
0.05 |
0 |
The Import Assistant is available at Setup > Import/Export > Import Tasks > Import CSV Records. Select the Transactions import type and the Subscription record type. After you select the record type for import, you choose the import character encoding. For more information, see Select a Record Type for Import and Choose Import Character Encoding.