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Aggregate customer subscriptions

Overview

Use the subscription import functionality to aggregate multiple, disparate subscriptions under a single Customer. 

In scenarios in which different orders from the same shopper generate multiple Customer accounts, each with its own ExternalCustomerId, you have the option of moving all subscriptions under the same customer. This can happen when you don't provide the same ExternalCustomerId for orders placed by the same shopper, for example, and the Avangate system needs to generate the customer identifier automatically.

When using the import process to move subscriptions from under a customer account to another, the mandatory LicenseUniqueId field needs to be left empty if the subscription in question doesn't feature such an identifier. If you provide an identifier, the Avangate system will detect the item you're importing as a new subscription and add it to the targeted customer account, while leaving the subscription you intended to move, but which did not feature a LicenseUniqueId, under its existing customer account. When LicenseUniqueId is left empty, add a new field labeled LicenseCode to the CSV file, and enter the corresponding Subscription Reference identifier. The LicenseCode field can be added at the end of the mandatory fields, just after ExternalCustomerId for example. The presence of the LicenseCode field along with the Subscription Reference value will help the Avangate system identify the subscription you want to move from one customer account to another.

To aggregate subscriptions from multiple Customer accounts of the same shopper, you need to edit customer data saved in the Avangate system. When importing data for multiple subscriptions already in the Avangate system, specify the same ExternalCustomerId in the columns of the CSV file.

Imported subscriptions for which the ExternalCustomerId of an existing customer was provided will automatically be moved under the same account.

Subscription aggregation scenarios

Move a single subscription from Customer A to Customer B.

Customer A features multiple subscriptions. Customer B must have an External Customer ID.

  • Create a .CSV file and import Subscription A belonging to Customer A but specify the External Customer ID of Customer B in the document.
  • The Avangate system moves Subscription A from Customer A to Customer B. Customer A continues to be available.

Move multiple subscriptions from Customer A to Customer B.

Customer B must have an External Customer ID.

  • Create a .CSV file and import Subscription A, Subscription A1, and Subscription A belonging to Customer A but specify the External Customer ID ofCustomer B for all imported items in the document.
  • The Avangate system will move Subscription A from Customer A to Customer B. Customer A will continue to be available, as long as it still features at least one subscription.

Move all subscriptions from Customer A to Customer B.

Customer B must have an External Customer ID.

  • Create a .CSV file and import all subscriptions belonging to Customer A but specify the External Customer ID of Customer B for all imported items in the document.
  • The Avangate system will move all subscriptions from Customer A to Customer B. Customer A will no longer be accessible since it features no subscription, however, the account will be preserved in the Avangate system. As long as you know the External Customer ID of Customer A you will still be able to allow shoppers to place orders using this identifier in the Buy Links or to move subscriptions from different account under that of Customer A.