Differences

This shows you the differences between two versions of the page.

--- customer-import [2011/06/08 01:52] – [Importing subscription from PayPal Website Payments Pro] earlyimpact
+++ customer-import [2011/12/20 18:50] – matt
@@ Line 4: / Line 4: @@
-  - Select "Import Wizard" from the main menu
+  - Select "Import Subscribers" from the main menu
   - Browse for the import file. Note, this file must be in the ".csv" format and have the name of your store key.  For your information, the store key will be displayed on the page above the browse button.
   - After you locate your file click "Upload"
-  - If you receive a "success" message click "Next Step"
+  - Select the "Import Option" that is appropriate. (Each type is explained in detail below.)
   - Map the matching columns.  Note, if you followed the recommended naming conventions below that mapping will be done automatically.
   - Click "Map Fields" when you have completed your mapping
-  - Review the mappings and click "Go to Step 4"
+  - Review the mappings and click "Start Import Now"
   - Your records will be imported and the results will be posted on the screen.
+===== Import Options =====
+==== Import Only ====
+Import existing profiles from your payment gateway.  For example, if you are a new SubscriptionBridge merchant and have existing subscriptions with Authorize.net or PayPal, then you can use this feature to bring those existing subscriptions into our system.  The process involves retrieving the recurring billing profiles from your gateway and formatting that information so it can be received by our system.  We offer free assistance with this process to help make the experience as painless as possible. Please open a ticket for details.
+Notes:
+  * The Subscription ID from the gateway is required
+  * The Customer is NOT emailed
+  * You can add your own password
+  * You can add your own account number
+  * The gateway is NOT contacted, the customer is NOT billed until their next payment date.
+  * A large number of records can be processed at once
+==== Import and Create ====
+Import a list of customers & credit cards.  This option creates a new subscription with your respective gateway.  The customer is
+Notes:
+  * No Subscription ID is required. It is created during the import
+  * Credit card details are required in the proper format for your gateway
+  * The Customer is emailed a receipt
+  * You can add your own password, but existing customers passwords cannot be modified
+  * You can add your own account number
+  * The gateway is contacted, the customer is billed (if not FREE Trial)
+  * The first payment date is the date of the import
+  * Small batches only. Since the gateway is contacted you cannot process large files.
+===== Import Errors =====
+You may send us your import file for error checking prior to your import. We will check your file for errors and send it back to you.  However, should your import file contains an error (e.g. invalid credit card number), then the import wizard will stop at that row.  The wizard will prompt you to remove all successfully imported rows prior to the error. This will ensure you do not re-import the same rows when you fix the error.
 ===== Sample Import File =====