Subscription Change Order Import
You can import subscription change order CSV data for a customer only when SuiteBilling and the related features are enabled on your account. For more information, see SuiteBilling Overview.
To import subscription change order records, a subscription with at least one activated subscription line is required. When adding a subscription change order, the subscription, billing account, and customer are required. When updating a subscription change order, you must use the internal ID or external ID of the subscription change order.
Subscription Change Order Body and Sublist Fields
To prepare subscription change order CSV data for import, make sure that your CSV file includes the following fields. They are required for a successful CSV import.
The information imported varies, depending on the action specified. For activation, termination, reactivation, and suspension, the line number and include fields are imported. For modify pricing, it is possible to define a new price plan, new quantity, and new discount for each item line. For renewals, only body fields are modified.
-
Customer (required) — Name of the customer. A subscription for the customer must exist in the account.
-
Action (required) — Change order activity. Valid actions are:
-
Activate
-
Modify Pricing
-
Reactivate
-
Renew
-
Suspend
-
Terminate
-
-
Subscription (required) – Subscription name.
-
Requester (required) — Name of the person requesting the subscription change order.
The import will fail if a billing account is not specified for a customer who has no default billing account.
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.
The Subscription Change Order import supports the import of Subscription Change Order Items sublist data. Line Number is the key field for the sublist, specifying the line number to which the subscription change order is applied.
Subscription Change Order CSV File Example
The following example shows how you might structure CSV files for importing subscription change order data.
Primary File
|
External ID |
Action |
C |
Effective Date |
Billing A |
R |
Renewal Start Date |
Renewal End Date |
Renewal Method |
S |
Renewal S |
|---|---|---|---|---|---|---|---|---|---|---|
|
8392-ue87 |
Renew |
Alan Rath |
07/ |
Billing account 1 |
J Wolfe |
09/01/2016 |
08/31/2017 |
Extend Existing S |
S |
Enterprise 12 Months |
|
8323-ir98 |
Modify Pricing |
Alan Rath |
07/ |
Billing account 1 |
J Wolfe |
09/01/2016 |
08/31/2017 |
Extend Existing S |
S |
Customer Service 12 Months |
|
9487-po32 |
A |
Sam T |
04/ |
Billing account 2 |
J Wolfe |
06/30/2016 |
05/31/2017 |
Extend Existing S |
S |
Enterprise 12 Months |
Subscription Change Order Items Sublist File:
|
External ID |
Subscription Change Order Items: Line Number |
Subscription Change Order Items: Include |
Subscription Change Order Items: New Discount |
Subscription Change Order Items: New Quantity |
Subscription Change Order Items: New Rate Plan |
Subscription Change Order Items: New Status |
|---|---|---|---|---|---|---|
|
8323-ir98 |
1 |
No |
— |
— |
— |
— |
|
8323-ir98 |
2 |
Yes |
5 |
3 |
Ongoing |
Active |
|
9487-po32 |
1 |
Yes |
— |
— |
— |
— |
|
9487-po32 |
2 |
Yes |
— |
— |
— |
— |
The Import Assistant is available at Setup > Import/Export > Import Tasks > Import CSV Records. Select the Transactions import type and the Subscription Change Order 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.