To bulk add Product Tracked items to subscription products, complete the following:
- On the Jobs page, click View Import Jobs.
- On the Import page, click Create Import.
- On the Bulk Import window, select an Import Type Subscription Product; then select an Import Action Tracked Item Create and click Next.
- On the Choose an Import File window, click Choose File to select a file. If you do not have a file in the proper format, click 'Export starting data file'. This file will contain the structure required to import or edit the bulk action. Note that you may be required to specify additional information based on the type or action of the Bulk job.
- Edit the starting file with the updated values and save.
- Click Choose File to upload the edited starting data file, and click Upload File.
- The file will be validated for structure. Click Record Validation.
- The Record Validation window will display the number of records processed and any errors encountered. Click Import Validated Records.
- On the Import Complete window, processed records and any errors will be displayed.
- The job will be initiated and, depending on size, may take a few minutes to complete. Click Close.
Tracked Item Starting file
Variable | Description |
StaxBillId | Unique Stax Bill ID. |
CustomerId | If applicable, the customer ID. |
CompanyName | Name of the company. |
PrimaryEmail | Email of the company/ person. |
SubscriptionId | Unique Subscription ID. |
PlanCode | Plan code of the subscription. |
SubscriptionName | Name of the subscription. |
SubscriptionDescription | Description of the subscription. |
SubscriptionReference |
Reference information. |
SubscriptionProductId |
Product ID in the subscription. |
ProductCode |
Product code. |
SubscriptionProductName |
Product name. |
SubscriptionProductDescription |
Product description. |
TargetTrackedItemReference |
Reference information of the tracked item. |
TargetTrackedItemName |
Name of the tracked item. |
TargetTrackedItemDescription |
Description of the tracked item. |