Import new subscriptions

You can import a file with new subscriptions and/or new subscription lines.

To import subscriptions:

  1. Go to: Subscriptions / Management / Import / Subscription.
  2. Select the Import through a new to be created definition option.
  3. Click on: Next. 
  4. Specify whether you want to import a new subscription or only new subscription lines.
    1. If you want to import a new subscription, including the lines, do not select any check boxes.
    2. If you want to import new subscription lines for an existing subscription, select the Only new lines check box. In that case, the subscription number must be entered.
  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