Subscription Import Template
 Share
The version of the browser you are using is no longer supported. Please upgrade to a supported browser.Dismiss

View only
 
ABCDEFGHIJKLMNOPQRSTUVWX
1
-- START INFO --
2
NOTE: Please create a copy of this template to submit to support by clicking on File > Make a Copy...> and save to a local directory.
3
REQUIRED FIELDS: Client Name, Product Name, Quantity, Start Date, End Date, Months, Amount, Auto Renew
4
REQUIRED FORMATS: Client Name (Must match 100% to the imported Client name), Dates (YYYY-MM-DD), Amounts/Quantity (1234 -- No commas or decimals)
5
NOTE: Only the required fields need to be included on the import. All Products MUST be added to CS beforehand in the Products list of Global Settings.
6
External ID: If you have submitted an external Client ID to us, we will key off of that ID vs the Client Name
7
8
(External Client ID)
Client Name
Product Name
QuantityStart DateEnd Date
Contract Months
Auto Renew
Amount (of total contract term)
Note
9
49825Taco BellMy Company10012/1/201611/31/201724FALSE200000
10
99872StarbucksMy Company26/17/20156/16/1612TRUE6500
11
59592Jamba JuiceMy Company761/1/201712/31/1712TRUE200
12
13
14
-- END INFO --
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
Loading...