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Upload subscriptions using the Mass Order Entry template

This article explains how to download and use the Mass Order Entry Template to upload subscriptions, customer accounts, and product catalog information in Zuora.

Upload Subscriptions Using the Mass Order Entry Template

  1. Download the template file:
    1. Navigate to Subscriptions .
    2. On the right side of the Zuora interface, click Mass Order Entry Template and download the file ( MassOrderEntryTemplate.csv ). Note that some of the columns that appear in the file depend on your tenant settings and whether you are using custom fields.
  2. Click Export Mass Order Entry to download the subscription information.
  3. Download customer account information. The Export Customer Accounts functionality is deprecated and not available by default. See Data Exports . As an alternative, you can export customer account information by exporting data from the Account data source and related data sources. See Generate a Data Source Export for more information.
    1. Navigate to Customer Accounts .
    2. On the right side of the Zuora interface, click Export Customer Accounts and download the file.
  4. Download product catalog information. The Export Product Catalog functionality is deprecated and not available by default. See Data Exports . As an alternative, you can export product catalog information by exporting data from the Product data source and related data sources. See Generate a Data Source Export for more information.
    1. Navigate to Product Catalog .
    2. On the right side of the Zuora interface, click Export Product Catalog and download the file ( ExportProductCatalog.csv ).