Importing and Exporting Plan Data
If you would like to import or export data from your subscription plans, you can do so by clicking on
Subscription Management and
Import / Export.
Next, select which menu option meets your needs.
You can import data on your subscribers, 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
Click on the file type you will be important and select
Next, click on
Browse to select the file that you want to upload. Once you have added it to the uploader, click on
If this is your first-time uploading data to your Helcim Account, click on
Sample Fileto 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.
To export data, first click on the type of data that you want to export, either
Next, click on the
CSV file to initiate the export.
If exporting subscriber information you have the option to only export subscribers with expiring credit cards.
A success message will pop-up confirming that the information has been downloaded to your device.