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      Importing and Exporting Plan Data
      • 11 Mar 2024
      • 1 Minute to read
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      Importing and Exporting Plan Data

      • Updated on 11 Mar 2024
      • 1 Minute to read
      • Print
      Article summary

      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.subscription management and import / exportNext, select which menu option meets your needs.subscription management subscriber import

      Import Data

      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 Subscribers data.

      Click on the file type you will be importing and select Next.import subscription dataNext, click on Browse to select the file that you want to upload. Once you have added it to the uploader, click on Next.upload file


      Template

      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.upload file to import


      Review the data that is going to be upload and click on Confirm to complete the import.subscriptions to 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.export subscription data
      If exporting subscriber information you have the option to only export subscribers with expiring credit cards.
      export settingsA success message will pop-up confirming that the information has been downloaded to your device.      success

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