Manual Subscription Import Guide

Instructions:

  1. Download the template
  2. Read the column descriptions Below you will find a detailed explanation about the specifics of each column. Please make sure to note the formatting specifics, any incorrect formatting will be rejected.
  3. Fill in your data
  4. Review your data It's worth reviewing to make sure that data and formatting is consistent before importing. This can be much more painful to correct after the import.
  5. Save as .CSV and email to hello@baremetrics.com

Column descriptions, formatting and tips

  • plan_oid - The numbering/organization units for your plans. This column does not accept spaces. Each plan price point must have a unique plan_oid. 
    Example: plan_1
  • plan_name - The name of your plan. 
    Example: Plan 1
  • plan_currency - The currency customer pays in
    Example: USD
  • plan_amount - cents integer $1 = 100 
    Example: $50.00 = 5000
  • plan_interval - At what interval the plan renews. The plan interval can only be 'month' or 'year' - if you want a quarterly plan, the interval is 'month' and the count is 3
    Example: month
  • plan_interval_count - How often this occurs. If plan_interval is “month” and this is “1” then it will occur every 1 month.
  • customer_oid  - Numbering/organization units for customers
  • customer_name - Your customer's name
  • customer_email - Each line can only have one email/customer. Multiple emails will be rejected.
  • subscription_oid - Your internal reference to this subscription. 
    Example: subscription_1
  • subscription_started_at  - YYYY-MM-DD; all other formats will be rejected. 
  • subscription_canceled_at  - YYYY-MM-DD; all other formats will be rejected. This is ONLY required if subscription has a cancellation. Subscriptions cannot be un-canceled.

⚠️ Please read this instruction guide over! Any incorrect files will be rejected. 
⚠️ Each row must contain all information
⚠️ The file cannot contain customers that are already created. If you'd like, we can clear our your data and start again.

Reviewed the information and ready to go? Start by downloading the template!

Template

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