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.
In the Bulk Import window, select an Import Type: Subscription Product, then select an Import Action: Discount, 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. You may need 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 system will validate the file structure. Click Record Validation.
- The Record Validation window will display the number of records processed and any errors encountered. Click Import Validated Records.
- You can download the results when completed.
Discount Starting file
| Variable | Description |
| StaxBillId | Unique Stax Bill ID. |
| CustomerCompanyName | Name of the company. |
| CustomerFirstName | First name of the customer. |
| CustomerLastName | Last name of the customer. |
| CustomerId | If applicable, the customer ID. |
| SubscriptionId | Unique ID of the Subscription |
| SubscriptionName | Name of the subscription. |
| SubscriptionDescription | Description of the subscription. |
| SubscriptionReference | Reference information. |
| PlanCode | Plan code of the subscription. |
| BillingPeriodCycle | Monthly/Annual etc. |
| BillingPeriodNumberOfIntervals | Number of intervals. |
| SubscriptionProductId | Product ID in the subscription. |
| SubscriptionProductName | Product name. |
| SubscriptionProductDescription | Product description. |
| ProductCode | Product code. |
| SubscriptionProductQuantity | Quantity of the product. |
| SubscriptionProductUnitPrice | Unit price of the product. |
| DiscountId | ID of the discount |
| CouponCode | Code of the coupon |
| CouponName | Name of the coupon |
| DiscountType | Current type of discount. Percentage, Fixed Amount, Fixed Amount per Unit, Flat price per unit |
| Amount | Amount of the discount |
| Apply | When is the current discount valid. "Immediately" or a number of cycles in the future. |
| Continue | How long is the current discount for. "Forever" or a set number of periods. |
| TargetDiscountType | What the new discount will be. Percentage, Fixed Amount, Fixed Amount per Unit, Flat price per unit |
| TargetAmount | The new value of the discount. |
| TargetApply | When to apply the new discount. "Immediately" or a number of cycles in the future. |
| TargetContinue | How long to continue the discount. "Forever" or a set number of periods. |