How to import CSV Subscriptions into Tapline

14. January 2024
2 mins read

This guide will show how to import subscriptions, if you are interested in importing payments CSV read the related guide.

To accurately analyze your company and estimate the appropriate funding amount, it is essential for us to have access to your subscription data. While we highly recommend using automated subscription managers like Chargebee for their convenience and efficiency, we understand that certain situations may require a more manual approach, such as uploading subscriptions via a CSV file. This guide aims to provide you with a step-by-step explanation of how to upload subscriptions and other data as CSV into our platform.

 

Tip:
Don’t spend too much time fixing your CSV. We receive your file right after you drag and drop it. So, even if you struggle with formatting the CSV, no worries – you can try 3 times and then close the import dialog. We have your file and will fix it for you.

 

Step 1: Go to your settings

Navigate to the Settings View within the Tapline dashboard. Click on “Upload CSV” button, which will open the upload dialog.

Here, you can download the example CSV that contains all the necessary fields.

 

 

Step 2: Prepare your CSV

Your CSV should contain the subscription data in comma or column-separated format (“,” or “;”), with the first line as the header.

Header NameDescriptionPossible ValuesExample
SubscriptionIDYour subscription identification number42202
SubscriptionStartDateThe start date of your subscriptionDate in dd.mm.yyyy format30.06.2017
SubscriptionEndDateIf a subscription ends or gets canceled, this is the final end date after which the customer won’t pay anymore. Note: This is not the end of the current subscription period. In case the subscription is unpaid, the end date should be the due date of the first unpaid invoice.Date in dd.mm.yyyy format
Empty - If no end date available, leave empty
01.07.2025
SubscriptionStatusThe current status of your subscription.ACTIVE
CANCELED
ENDED
PAUSED
UNPAID
ACTIVE
BillingCycleThe payment interval expressed in months1 - monthly paying sub
3 - quarterly paying sub
6 - semi-annual
12 - yearly
1
CurrencyBase currency of the subscription as set in the subscription contract. It is not the payment currency, so it should be the currency before any conversionEUR
PLN
CZK
EUR
PaymentAmountThe Payment Amount is the base subscription integer amount (in case you have a changing amount over time, due to add-ons or unit-based pricing), so here you can insert the minimum amount or the usual amount that a customer pays. Also, note that the Payment Amount includes the VATInteger amount in the specified currency. Don't put the currency inside, only the monetary value.3700.22
10
CustomerNameThe name of your B2B/B2C clientsString name of your client. Don't include "," or ";" that might be considered as CSV separatorsAcme GmbH
CustomerIDYour customer identification number5861703
CountryThe home country of your customersThe country code of your customers (country on the bill)DE
NextPaymentDateThe due date of the next payment

Date in dd.mm.yyyy format25.09.2024
LastPaymentAmountNetThe actual net amount the customer paid the last time, without VATInteger amount in the specified currency. Don't put the currency inside, only the monetary value.3700
NextPaymentAmountNetThe actual net amount the customer will pay on the next due date, without VAT

Integer amount in the specified currency. Don't put the currency inside, only the monetary value.3700

 

 

Step 3: Upload your CSV

Upload your CSV by dragging and dropping the file into the dialog box or by clicking on the upload area.

CSV Import Dialog
CSV Import Dialog

 

 

Step 4: Submit your CSV

Finalize the upload by clicking on the “Import Selected Data” button. We

will start evaluating your data right away and get back to you.

CSV Import
CSV Import

 

 

Most Common errors
  • “There are some additional fields, please correct them and try again”: This message indicates that your CSV contains too many fields. Ensure you only have the 13 required fields as shown in the table. Also, make sure that none of your entries contain CSV separators like “,” or “;”, as these will create a new field.
  • “Allowed values for subscription status are ACTIVE, CANCELED…”: This error means that your subscription field has an incorrect entry.

 

Conclusion

Now you know how to upload CSV subscriptions into Tapline in four easy steps. If you have any questions or feedback, please let us know.”

 

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