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Importing and Exporting Recurring Plan Data

If you would like to import or export data from your recurring plans, you can do so by clicking on Recurring and Import / Export.

Import Data

You can import data on your subscribers, recurring plan add-ons, and metered data. To get started, click on the option that you would like to import. For this example, we will be importing Subscribers data. Click on the file type you will be important and select Next. Next, click on Browse to select the file that you want to upload. Once you have added it to the uploader, click on Next.

If this is your first-time uploading data to your Helcim Account, click on Sample File to download a template that can be used to format your data.

Review the data that is going to be upload and click on Confirm to complete the import.

Export Data

To export data, first click on the type of data that you want to export, either Subscribers, Add-Ons, or Metered. Next, click on the CSV file to initiate the export. A success message will pop-up confirming that the information has been downloaded to your device.

Related Articles

An Overview of Helcim Recurring Payments
What are Recurring Plans and Subscriptions?
Creating a New Recurring Plan
Adding a Subscriber to a Recurring Plan
Removing or Pausing a Subscriber from a Plan
Editing an Existing Subscriber
Creating Add-Ons for Subscribers
Editing a Recurring Plan
Removing or Pausing a Recurring Plan
Finding Subscribers with Expiring Credit Cards
Reporting Options for Recurring Plans

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