Importing Data

This article covers how to create or update some of Fenerum entities in bulk by importing csv/excel file or through our API.

Guides

Import Historical Data

Guide for importing historical MRR and churn activities.

Import Subscriptions

Guide for importing subscriptions to Fenerum.

Import Invoices

Guide for importing and deleting invoices in Fenerum.

Import Transactions

Guide for importing transactions to Fenerum.

Import Credit Cards

Guide for importing credit cards to Fenerum.

File-based import

To import data simply head to the Import data section of settings. There you'll find a simple form. Choose what kind of object you want to import and provide your file. You'll get detailed response in case of problems with parsing your file, otherwise the objects will be created and you'll see a success message stating how many objects were created.

Available import schemas

You can find detailed schema documentation for all importable objects in the application. Each schema page includes field descriptions, required fields, and downloadable example files by clicking on "Get example file" button:

• Plan
• Plan terms
• Account
• Recipient
• Revenue group
• Contract
• Contract tier
• Payment card
• Subscription
• Product pricing
• Product
• Manual activity
• Invoice line
• Draft invoice line
• Transaction

API-based import

Head to API documentation to check which objects can be created and updated through API.