Plans Import – SubscriptionFlow

Product plan sequence.jpg

This guide shows you how to import your plans. You cannot import anything except for customers before first creating or importing your products & plans. Learn how to import products in this guide.

Products & plans are imported separately and the plans are later assigned to products post import. This affords you the flexibility to assign one plan to multiple products if needed.

This guide walks you through the steps of importing plans.

Sample File:

Plans Sample File

Step 1: File Prep

First, prepare your file for import. Use the sample file above as a reference to format your file. Use any spreadsheet software to organize your data and export to a CSV format in the final step.

The following columns/fields should be present in your file for the successful import of plans. The ones marked with a red asterisk are mandatory fields.

Fields for Plan Import

Plan

Name*

A display name and identifier for a plan.

Plan Price

Name*

This is the name of the plan price type. e.g. Monthly

Billing Day*

This refers to the day of the billing period that the plan should be billed. e.g. billing day=2 with a billing period corresponding to a month means that this plan will be billed on the 2nd day of each month.

Billing Period*

This is a numeric value corresponding to the period type. Use the following reference list to assign a billing period.

Value	Label
'1'	'Month'
'2'	'Quarter'
'3'	'Semi-Annual'
'4'	'Annual'
'5'	'Week'
'6'	'Two Years'
'7'	'Eighteen Months'
'8'	'Three Years'
'9'	'Five Years'
'10'	'Subscription Term'

Category*

This defines the type of charge linked to the plan. It can be one of three types.

Value	Label	Definition
'onetime'	'Onetime'	A standalone charge that is billed only once.
'recurring'	'Recurring'	A charge that is billed recurrently with a defined frequency (monthly, yearly, etc.)
'usage'	'Usage'	A charge that is calculated based on usage data i.e. not at a fixed rate.

Charge Model*

This refers to the pricing model attached to the plan. It can be one of the following four.

Value	Definition	Example
'flat_fee'	Charges a fixed price for a product or service, regardless of quantity or usage.	Annual software subscription
'per_unit_price'	Sets a price based on each unit sold or used.	Cost per kilowatt-hour of electricity
'volume_pricing'	Offers discounts or lower prices for larger quantities purchased.	Bulk purchase of office supplies
'tiered_pricing'	Sets different prices for different levels or tiers of usage, with prices increasing as usage exceeds predefined thresholds.	Mobile phone data plans with increasing rates beyond data limits.

List Price

This is the price of the plan which may be in USD, GBP, CAD or EURO. This field is not mandatory so you can create plans with no price specified and create custom pricing later on.

Step 2: Make the Plans Module Visible through the Dashboard

1. Configure the dashboard to display the ‘Plans’ module. Do this by clicking the gear icon in front of the dashboard.

2. Shift ‘Plans’ from the unselected to the selected list.

3. Click on ‘Save Changes’ and enter the Plans module .

Step 3: File Upload

4. Click on the ‘Import’ button inside the Plans module. Then click ‘Start Import’.

5. Once you have a file carrying all the mandatory fields outlined in step 1, click 'Browse Files'.

6. Once your file is uploaded, click ‘Next’.

Step 4: Field Mapping & Import

7. Map the fields inside your file to those inside SubscriptionFlow. The checkbox to the right shows mandatory fields.

Note: List Price is optional and without that column the plans would simply be imported with a default list price of 0 USD.

8. Please also note that the billing frequency of your plan e.g. Monthly, Weekly, Annual will be mapped to Name under PlanPrice inside SubscriptionFlow. This is different from Name under Plan which refers simply to the name you give your plans.

9. Scroll down to ‘Advanced Settings’ to select your import preferences. You can choose to skip records with identical fields of your own selection or update existing records that match the criterion selected. You may also choose to trigger any automated workflows associated with plan creation or save this mapping for future imports. Click on ‘Next’.

10. A green pop up will show you that the import has started.

11. The import window will show a Completed status when the import is finished. Scroll to the right here to see details.

12. This is where you can see if your records were imported, updated or if the import failed. If an import fails you will see an error file here as well with the reason for import failure.

13. Once the import is complete, go to your Plans module to see all the plans created via import. Right now these plans are unassigned or not linked to any product.

Step 4: Assigning Plans to Products

14. Now that your plans are imported you must link them to an existing product or create a new product in order to sell them. Click on any plan.

15. Inside the detailed plan view, you can click on ‘+ Product’ to create a new product for this plan. You will also see a ‘+Assign’ button. Click on it.

16. This shows you a list of existing products. Check the box next to the product you want to assign this plan to. Clicking on the product name opens the detailed view of this product for reference. Please note that you may assign the same plan to multiple products here. Then click ‘Assign’.