Part 5: Load Subscriptions
Overview
Zuora Internal Documentation. This article is intended for Zuora only. Do not share or distribute publicly.
In this step, you'll load subscriptions for all of your customers.
Exercise
Similarly to the way Accounts, Contacts, and Payment Methods were loaded, you'll load Subscriptions using a CSV template. Go to the Subscriptions area of Z-Billing, and under the Action area, click the Mass Order Entry Template link:
Export Customer Accounts
Once they are set up, export the Customer Accounts to get data that will relate to the import. This will give you the Customer Account Number, which you will need when preparing the MassOrderEntry import file.
Click Customer Accounts in the Z-Billing area of the left navigation bar. In the Action area of the Customer Accounts page, click the Export Customer Accounts link. This takes you to the Exports page:
On this page, click Export to create a request to export the customer account data. Refresh the page, and then click the name of the file in the table, CustomerAccounts.ZIP, to download a file that contains all of your customer account information. That zip file contains three comma-separated value (.csv) files: Contact, CustomerAccount, and PaymentMethod. Open the CustomerAccount_<timestamp>.csv file to see the customer Account Number data.
Export Product Catalog Data
You also need to export Product Catalog information, which you can get from data sources. To use data sources export to get a report of the product catalog information, go to Reports in the Z-Billing area of the left navigation bar, then select the Data Sources tab.
Next, select the Product Rate Plan Charge object and select the boxes in front the fields that you need to export.
- Product: Name, ID, SKU
- Product Rate Plan: Name, ID
- Product Rate Plan Charge: Name, ID
Finally, click the export button to generate the report, then download the generated .csv file. This file contains information necessary for building the Mass Order Entry file.
Filling out the Mass Order Entry Template
Please open the Mass Order Entry template now and take a look at the columns. Columns in bold are required.
Callstack:
at (ZZZ_Zuora_Internal/Self_Implementation_Portal/Phase_3:_Iterate/Milestone_08:_Migrate_Your_Existing_Customers_to_Zuora/Part_5:_Load_Subscriptions), /content/body/div[2]/div[3]/pre, line 2, column 1
| Column | Description | Comments |
|---|---|---|
| Subscription Code | Internal Zuora Id | Enter Enter |
| Subscription Version | Internal Zuora Id | Leave blank |
| Account Number | Customer Account Number | Must be a valid customer account. Will be the account number provided from the customer load. |
| Order Type |
| If |
| Order Name (amendments only) |
| Leave blank |
| Charge Description (amendments only) |
| Leave blank |
| Initial Term | Initial Term of the subscription, in months | 1 or greater |
| Renewal Term | Renewal Term of subscription, in months | 1 or greater |
| Term Commitment |
| Leave blank |
| AutoRenew | Should the subscription autorenew? | TRUE or FALSE |
| Term Start Date | Basis of renewal date | 99/99/9999 |
| Contract Effective Date | Effective Date of the contract | 99/99/9999 |
| Service Activation Date | Activation Date of the contract | 99/99/9999 |
| Customer Acceptance Date | Date upon which the customer will accept the contract | 99/99/9999 |
| Cancel Subscription Date |
| Leave blank (system generated if subscription cancelled) |
| Product SKU | Product SKU | As entered in the product catalog. Using the extract of the product catalog, use an appropriate value from the SKU field on the Product tab. |
| Product Name | Product Name | As entered in the product catalog. Using the extract of the product catalog, use a value from the Product Name field on the Product tab. It should correspond to the SKU. |
| Rate Plan ID | Internal Zuora rate plan id | This will be updated by Zuora. From Product Catalog export. Links back to product catalog. |
| Rate Plan Name | Rate Plan Name | As entered in product catalog. Using the extract of the product catalog, use a value from the Rateplan Name field on the RatePlan tab. |
| Rate Plan Component ID | Internal Zuora rate plan ID | This will be updated by Zuora. From Product Catalog export. Links back to product catalog. |
| Charge Name | Charge Name | As entered in the product catalog. Using the extract of the product catalog, use a value from the Charge Name field on the RatePlanComponent tab. |
| Charge Description | Charge Description | Leave Blank |
| Price | Price being charged | 99999.99 format |
| Quantity | Units being charged | Number only, if applicable. |
| # Periods |
| Leave blank |
| Overage Included Units |
| Leave blank |
| Overage Price |
| Leave blank |
| Overage (Smoothing) # Periods |
| Leave blank |
| Accounting Code | Accounting code | Accounting code associated with your accounting system. |
| Revenue Recognition Code |
| Associates with Revenue Recognition Codes configured in your Z-Billing Account. |
| Revenue Recognition Trigger Date |
| Associates with Revenue Recognition Triggers configured in your Z-Billing Account |
| Process Through Date | The date for which the charge has been processed through. When billing in arrears, this will be the same as the Charged Through Date. This is also the earliest date that a charge can be amended. You can use this date to determine whether the rate plan charge has already been invoiced. | Leave blank |
Loading the Mass Order Entry Template
Once you have filled out the Mass Order Entry template, use the Mass Order Entry link to upload it:
Congratulations! At this point, you've completed your data migration steps and Zuora is ready to start invoicing all of your customers!
What's Next
Proceed to Part 6: Invoice Your Legacy Customers.