Subscription Line Import
You can import subscription line CSV data for a customer only when SuiteBilling and the related features are enabled on your account. For more information, see SuiteBilling Overview and Subscription Management.
The subscription line CSV import can update only existing lines in a subscription, usually to change the status from Draft to Pending Activation. New lines cannot be added through CSV import because all subscription lines are created with the subscription record and they reflect lines of the subscription plan.
To be able to update the subscription line data, you will need to learn the subscription line ID for each of the lines you update.
To learn the ID of a subscription line:
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Go to Transactions > Subscriptions > Create Subscriptions > List and click the subscription containing the line.
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Click View beside the subscription line.
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Check the page’s address bar to find the subscription line’s ID. The ID usually appears at the end of the address and has the following format: id=123. For example, if the page’s URL is www.system.netsuite.com/app/accounting/subscription/ subscriptionline.nl?id=103, the line ID is 103.
Subscription Line Fields
To prepare subscription line CSV data for import, make sure that your CSV file includes the following fields. They are required for a successful CSV import. The import requires either Internal ID, which is the subscription line ID, or External ID, which is the unique identifier for the record.
Subscription Line CSV File Example
The following table shows how you might structure a file for updating subscription line data.
|
External ID |
Internal ID |
Start Date |
End Date |
Status |
Prorate Start Date |
Prorate End Date |
Revenue Recognition Option |
|---|---|---|---|---|---|---|---|
|
SubS-3484 |
103 |
7/22/2016 |
7/22/2016 |
Pending |
No |
No |
OVER_TERM |
|
SubS-3603 |
109 |
2/15/2016 |
2/14/2017 |
Pending |
Yes |
Yes |
OVER_TERM |
|
SubS-4920 |
112 |
11/23/2015 |
11/22/2016 |
Pending |
Yes |
Yes |
OVER_TERM |
The Import Assistant is available at Setup > Import/Export > Import Tasks > Import CSV Records. Select the Transactions import type and the Subscription Line 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.