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Read related guide to upload subscription first.
To accurately analyze your company and estimate the appropriate funding amount, it is essential for us to have access to your subscription data, this also includes the payment history. 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 payments 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.
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
We ask you for the payment history of the last 24 months. Your CSV should contain the payment data in comma or column-separated format (“,” or “;”), with the first line as the header and each consecutive row a payment for a specific subscription .
| Header Name | Description | Possible Values | Example |
|---|---|---|---|
| PaymentID | The identification number of this payment | 1002 | |
| SubscriptionID | The id of the subscription that this payment was made for. Needs to be the exact ID as defined in the suscription CSV "SubscriptionID" column | 42202 | |
| Amount | The net amount that the customer paid | 100.34 100 |
|
| Currency | Base currency of the payment | EUR PLN CZK | EUR |
| DateOfPayment | Date when the payment was executed | Date in dd.mm.yyyy format | 30.06.2022 |
Step 3: Upload your Payments CSV
Upload your CSV by dragging and dropping the file into the dialog box or by clicking on the upload area.
Step 4: Submit your CSV
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.
Conclusion
Now you know how to upload CSV payments into Tapline in four easy steps. If you have any questions or feedback, please let us know.”
