Subscription Plan Import
You can import subscription plan CSV data for a customer only when SuiteBilling and the related features are enabled on your account. For more information, see SuiteBilling Overview and Creating Subscription Plans.
Subscription Plan Body and Sublist Fields
To prepare subscription plan 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 – Name of the subscription plan.
-
Initial Term – Initial term for the subscription plan.
Subscription plan records include the Subscription Plan Members sublist. Required values include:
-
Line Number – Subscription plan line number.
-
Item – Items included in the subscription plan.
-
Type – Subscription plan type.
Subscription Plan CSV File Examples
The following example shows how you might structure a singe CSV file for importing subscription plan data.
|
External ID |
Subscription Plan Name |
Initial Term |
L |
Income Account |
Subscription Plan Members: Line Number |
Subscription Plan Members: Item |
Subscription Plan Members: Type |
|---|---|---|---|---|---|---|---|
|
SBSPLN |
Acme Vending Service Gold |
12 Month |
C |
Fees |
1 |
Registration Fee |
One Time |
|
SBSPLN |
— |
— |
— |
— |
2 |
Restocking Service |
Recurring |
|
SBSPLN |
— |
— |
— |
— |
3 |
Refrigeration Service |
Recurring |
|
SBSPLN |
— |
— |
— |
— |
4 |
Sodas |
Usage Time |
|
SBSPLN |
— |
— |
— |
— |
5 |
Bottled Water |
Usage |
|
SBSPLN |
— |
— |
— |
— |
6 |
Juices |
Usage |
The following example includes the Members sublist data imported in a separate CSV file.
Primary file:
|
External ID |
Subscription Plan Name |
Initial Term |
Location |
Income Account |
|---|---|---|---|---|
|
SBSPLN001 |
Acme Vending Service Gold |
Evergreen Term |
Chicago |
Fees |
Members sublist file:
|
External ID |
Line Number |
Item |
Type |
|---|---|---|---|
|
SBSPLN001 |
1 |
Registration Fee |
One Time |
|
SBSPLN001 |
2 |
Restocking Service |
Recurring |
|
SBSPLN001 |
3 |
Refrigeration Service |
Recurring |
|
SBSPLN001 |
4 |
Sodas |
Usage Time |
|
SBSPLN001 |
5 |
Bottled Water |
Usage |
|
SBSPLN001 |
6 |
Juices |
Usage |
The Import Assistant is available at Setup > Import/Export > Import Tasks > Import CSV Records. Select the Items import type and the Subscription Plan 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.