We can import subscription plan using csv import
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 | Location | Income Account | Subscription Plan Members: Line Number | Subscription Plan Members: Item | Subscription Plan Members: Type |
|---|---|---|---|---|---|---|---|
| SBSPLN001 | Acme Vending Service Gold | 12 Month | Chicago | Fees | 1 | Registration Fee | One Time |
| SBSPLN001 | — | — | — | — | 2 | Restocking Service | Recurring |
| SBSPLN001 | — | — | — | — | 3 | Refrigeration Service | Recurring |
To import the same, Navigate to Setup > Import/Export > Import Tasks > Import CSV Records.
Select the Items import type and the Subscription Plan record type.
In the Mapping Page, do mapping like following:
External ID = Subscription Plan:External ID
Subscription Plan Name = SubscriptionPlan:Subscription Plan Name
Initial Term = SubscriptionPlan:Initial Term
Location = SubscriptionPlan: Location
Income Account = Subscription Plan: Income Account
Subscription Plan members: Line Member = Subscription Plan members: Line Member
Subscription Plan Members:Item = Subscription Plan Members:Item(Req)
Subscription Plan Members: Type = Subscription Plan Members: Type (Req)