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Outputs

The order form import assistant generates a draft order, which may include new subscriptions or updated charges on existing accounts.

If your uploaded file meets the prerequisites, the task output is a new order in draft status.

After analyzing your uploaded file, the order form import assistant will output one of the following in the draft order:

  • A new subscription on a new active account.

  • A new subscription on an existing active account.

  • Added charges to an existing active subscription without renewal.

  • Added charges to an existing active subscription after renewal.

  • Updated charges in an existing active subscription without renewal.

  • Updated charges in an existing active subscription after renewal.

If you did not select the Create a new account option during the conversion, by default, the assistant looks for an existing account using the account name or the domain of the contact's email (the part after the @ symbol). When no existing account is found, the assistant quits and reports an error.