Importing Balance Registers and Entitlement Plans

Subscription Management supports importing balance registers and entitlement plan–related data using a CSV-based import process. This capability enables bring existing balance and entitlement information into the application and manage it in bulk rather than maintaining records one at a time through the user interface.

Using this import process, you can work with balance registers and the related entitlement components that track usage and allocations. This includes allowances, allowance adjustments, estimates, commitments, and true-up records. These records collectively define how usage is measured, allocated, and reconciled for a subscription.

The import supports both standard CSV files and hierarchical CSV formats. Hierarchical files are useful when the data has parent and child relationships that need to be preserved, such as allowances or commitments associated with a specific balance register. Some fields are required in the file, including identifiers such as subscription number, product number, and balance register number. Certain values, such as remaining quantities, are derived by the application and calculated automatically rather than being provided in the file.

This import capability can be used to migrate balance and entitlement data from external or legacy systems into Subscription Management. It also supports updating existing entitlement plan data in bulk, which can be useful when adjusting allowances, commitments, or estimates across multiple subscriptions. In addition, existing balance and entitlement data can be exported to CSV, reviewed or modified externally, and then imported back into the application.

There is no configuration required to use this import functionality. Once the CSV files are prepared in the supported format, they can be processed directly.

There are several constraints to be aware of when preparing import files. The import process is intended for standard-volume data and is not designed for high-volume ingestion scenarios. Only active balance registers should be referenced when importing allowances, estimates, commitments, or related adjustments. Numeric values such as consumed quantities must be positive, and updates are permitted only when the existing value is blank or zero.

When using hierarchical imports, the relationships defined in the file must accurately represent the structure of the data being imported. While the import supports multiple balance and entitlement-related objects, the extent of create, update, or delete operations may vary depending on the type of record being processed.

Overall, this import mechanism provides a structured way to create, update, and manage balance registers and entitlement plan data in bulk, helping maintain consistency and accuracy across subscription usage and balance tracking.