Import subscription/subscription line entries

You can import changes to existing subscriptions and/or subscription lines.

To import changes to a subscription:

  1. Go to: Subscriptions / Management / Import / Subscription change.
  2. Select the Import through a new to be created definition option.
  3. Click on: Next. 
  4. Specify whether you want to import all entries or want to update existing subscriptions only or update existing subscription lines only. In that case, both the debtor and the subscription number must match.
    • If you want to update both existing subscriptions and subscription lines, do not select any check boxes.
    • If you want to update the subscriptions only, select the Only change subscriptions check box
    • If you want to update the subscription lines only, select the Only change subscription lines check box
  5. From here on, follow the standard import procedure.

Directly to

  1. Import a subscription
  2. Import new subscriptions
  3. Import subscription changes
  4. Subscriptions configuration
  5. Configuration of Profit Financial
  6. Subscriptions configuration sequence
  7. Articles and authorisation integration
  8. Authorise subscriptions
  9. Add subscription types
  10. Add reasons for terminating a subscription
  11. Set preferred values for subscriptions
  12. Subscription numbering
  13. Set up the immediate addition of another subscription
  14. Configure Subscriptions in InSite
  15. Integration with Profit Financial
  16. Add a subscription article
  17. Sales contact profile for a subscription
  18. Configure a sales contact for a subscription