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Activating Subscriptions

Corey Syrnyk
  • Updated

Stax Bill's bulk job functionality allows you to manage your recurring customer base in a bulk fashion in order to save time and improve accuracy.

Use this functionality to submit a CSV file of specified subscriptions that are currently in "Draft" or "Provisioning" Status to have the system Activate the subscriptions automatically.

File Format

The Bulk Subscription Activation job requires the upload of a CSV file with a single column.

The column must have a header that reads either:

  • SubscriptionId (recommended)
  • SubscriptionName (note that names must be unique)
  • SubscriptionReference (note that References must be unique)

Sample of a Bulk Subscription Activation file:

 

To get a list of subscriptions, navigate in Stax Bill to the Subscriptions page. Use the filters to select draft subscriptions and any other filter to get a list of subscriptions. Click Export on the top right-hand side to download a CSV filedraftsub.png

 

Use this file to create a starting activation list by removing all columns other than the Subscription ID. 

  1. Navigate to the Bulk Jobs.
  2. Select View Imports.
  3. Click Create Import.
  4. From the Jobs window, click Subscriptions and then Activate. 
  5. Upload your list or download a starting file to populate.
  6. Complete the steps to activate in the wizard.

Restrictions:

  • The file must only contain a single column.
  • The header of the file must have one of the following:
      • SubscriptionId
      • SubscriptionName
      • SubscriptionReference
  • The file cannot contain more than 1000 subscriptions.
  • Subscription IDs must exist and belong to your account.
  • Subscription names and references cannot be duplicated.
  • Subscriptions specified must already be in status "Draft" or "Provisioning".
  • The customer entity that owns the subscription must be in "Active" status.

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