Import a subscription

You can import subscriptions and subscription lines at the same time from an ASCII file. Using this import function, you can also import new debtors directly. When you import subscriptions, Profit checks if the subscription number is an existing number or a new one. A subscription is considered to be an existing subscription, if both the debtor and the subscription number match.

Contents

  • Procedure
  • Import new subscriptions
  • Import subscription/subscription line entries

Procedure

  • Import new subscriptions

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

  • Import subscription changes

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

Directly to

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