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 :
2 – Importation using a CSV file
Here is the template file in different format
All the fields are described in the next chapter below.
- 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.
|ReferenceOffer*||These fields are detailed in the “Create a Subscription” in the API documentation.|
|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.|
|Company||These fields are detailed in the “Address Resource” in the API documentation.|
|TitleLocalized||These fields are detailed in the “Override a Subscription” in the API documentation.|