How to import subscriptions and Customers ?

Your business is already running and you want to import customers and/or subscriptions.
2 ways to import :

• Via API : See https://docs.proabono.com/api/
• Via a CSV file.

1 – Importation via API

See the Reference API, especially :

• Create a Customer
• Create a Subscription and Override a Subscription

2 – Importation using a CSV file

Here is the template file in different format

• in Excel file
• in Csv file

All the fields are described in the next chapter below.

Action Plan

• Fill in your file with your data.
• Save your file as a CSV
• Edit your CSV with a text editor.
  Check if your file editor did not add blank lines like XXXXXXXXXXXX.
  If yes, removed them.
  Save your file.
• Go to the ProAbono backoffice, then Subscriptions / All Subscriptions / Actions / Import .
• Select and download your file.

Description of the import file

To create Customers, the only mandatory field is ReferenceCustomer.
To create Subscriptions, the mandatory fields are ReferenceCustomer and ReferenceOffer.
When creating subscriptions, you don’t have to specify any information already defined in the offer. The subscription-related fields of the import file are provided for customers with uncommon subscriptions.