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

2 ways to import :

1 – Importation via API

See the Reference API, especially :

2 – Importation using a CSV file

Here is the template file in different format

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.

proabono-import-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.

ReferenceOffer* These fields are detailed in the “Create a Subscription” in the API documentation.
ReferenceCustomer*
ReferenceCustomerBuyer
DateStart These fields are detailed in the “Override a Subscription” in the API documentation.
Name These fields are detailed in the “Customer Resource” in the API documentation.
Email
Language
Company These fields are detailed in the “Address Resource” in the API documentation.
FirstName
LastName
AddressLine1
AddressLine2
ZipCode
City
Country*
Region
Phone
TaxInformation
TitleLocalized These fields are detailed in the “Override a Subscription” in the API documentation.
AmountTrial
DurationTrial
UnitTrial
AmountRecurrence
DurationRecurrence
UnitRecurrence
CountRecurrences
CountMinRecurrences
AmountTermination