The bulk subscription update import allows users to edit the billing period of the subscription
Because this job operates as an edit, if you wish to delete existing values in a field, the special string "clear" can be used. The bulk editor will ignore any fields submitted with a blank value.
Fields that can be controlled in this import:
- Day
- Month
- PO Number
- Payment Method Id
- if enabled, Days in Advance
In Stax Bill, navigate to Jobs >Imports and click Create Import.
The Bulk Imports pop-up appears.
- Under Import Type, select Subscription, and under Import Action, select Edit Billing Period Definitions.
- Download a starting file and populate it with the appropriate information. Upload the modified file and click Next to continue the process.
File format
Variable | Description |
| StaxBillId | This is a required identifier. |
| CompanyName | Optional |
| FirstName | Optional |
| LastName | Optional |
| Optional | |
| CustomerReference | Optional |
| ActiveSubscriptionCount | Optional |
| ProvisioningSubscriptionCount | Optional |
| BillingPeriodDefinitionId | This is a required field. |
| Cycle | Optional |
| NumberOfIntervals | Optional |
| Day | On monthly billing, this is the day the bill is invoiced. |
| TargetDay | Set a new invoice day. |
| Month | On yearly billing, this is the month the bill is invoiced. |
| TargetMonth | Set a new month for the bill to be invoiced. |
| DaysInAdvance | If enabled, this is the date the bill is sent out as a preview. |
| TargetDaysInAdvance | Set a new amount of days in advance the invoice will be sent out. |
| PONumber | The PO number associated with the billing period. |
| TargetPONumber | Set a new PO for the billing period. |
| PaymentMethodId | This is the payment method on file for the billing period. |
| TargetPaymentMethodId | Set a new payment method. This payment method must be associated with the customer. |