Use the Import/Export Center to change products in existing subscriptions


	Use the Import/Export Center to change products in existing subscriptions
	Last Edited - 06/30/2014 10:56am PDT
	Category Path - Shopping Cart Software Components > Administration Area > Modules > Subscription Products > FAQs & Tutorials

Using the Import / Export Center, it is possible to change the scheduled products in existing subscriptions.

For example, if product SID 123 is being discontinued and replaced by product SID 456, the Import / Export Center may be used to replace product SID 123 with product SID 456 in all existing subscriptions.

Part A: Export Subscriptions

In the store's admin area, go to [Admin > Import/Export Center].

In the Select Desired Action section, choose export / subscriptions, then click the Continue... button.

On the next page of the Import / Export Center, in the Data Export Preferences section, make sure that Data delimiter is set to tab.

In the Select the fields to include in the export file... section, click the green checkmark twice to deselect the checkboxes of all optional fields.

Select the checkboxes for Item SID, Product Reference, and Rebill As. (SID is required and will always be selected.)

At the bottom of the page, click the Save Preferences AND Export Subscriptions button.

Save the generated spreadsheet.

Part B: Edit the Spreadsheet

Open the saved spreadsheet in an editor such as Excel.

Do not change any of the values in the top header row, or in the SID and Item SID columns. These are required so that the spreadsheet may be imported, and so that the values in the spreadsheet will be applied as updates to existing subscriptions.

In the Product Reference and Rebill As columns, replace the current product SID number(s) with the new product SID number(s).

For example, if product SID 123 is being discontinued and replaced by product SID 456, replace each Product Reference or Rebill As value of 123 with 456.

After updating all relevant SID numbers in the Product Reference and Rebill As columns, save the spreadsheet.

Part C: Import Subscriptions

In the store's admin area, go to [Admin > Import/Export Center].

In the Select Desired Action section, choose import / subscriptions, then click the Continue... (or Start over...) button.

At Step 1 of 4 of the subscription import, simply click the Continue >> button. (Preparing the import spreadsheet has already been done.)

At Step 2 of 4 of the subscription import, click the Choose File or Browse... button to open a file explorer popup window. In the file explorer locate and select the previously saved and edited subscription spreadsheet. Once the file has been selected, the file explorer popup will close. Click the Upload & Scan Data File >> button to proceed to the next step.

At Step 3 of 4 of the subscription import, if there are no errors, click the Import the Data File >> button to finish the process an import the spreadsheet.

At Step 4 of 4 of the subscription import, wait for the process bar to fill up. Once the spreadsheet has been imported, the results will be displayed in a Notices box, indicating how many subscription records were updated.

The Import / Export Center may now be closed. At this point, all existing subscriptions will have been updated.

For example, if the subscription spreadsheet was edited to replace each Product Reference or Rebill As value of 123 with 456, then any subscriptions that were scheduled to bill as product SID 123 will now instead be scheduled to bill as product SID 456. And any subscriptions that were scheduled to switch to product SID 123 after completing the currently scheduled billing cycles will now instead be scheduled to switch to product SID 456 after completing the currently scheduled billing cycles.