Import Historical Cancelled Subscriptions

Viewing cancelled subscriptions may be needed at times to measure churn and other metrics. This step is typically performed during implementation, but may be needed for other purposes. 

1. Reference Document Numbering and identify the next subscription ID after the last value.
2. Retrieve the sample import template for Subscription Contracts via Menu > Operations > Import Data. 
3. Build out the cancelled subscriptions in the import file. 

• • Subscription Status should be listed as Active.
  • Note: Current Term Start Date should be the original term (before cancellation). 

4. Once finished, import the file. This uploads the active subscriptions in Ordway. 

5. Finally, update the import file with the following edits to cancel the subscriptions:

• • Update Order Type column to Cancel.
  • Enter the Cancellation Date. 

6. Re-import the same file in either .CSV or .XLSX format.