For users coming from other systems, you can transfer any of your recurring billing data into Payment Center. Of course Payment Center has its own way of doing things so some sort of field mapping needs to be done in order to fit your existing data into Payment Center.

What You Need

Steps

  1. Somehow export your recurring billing data from your existing system. You will use this data to populate the template, which you will later on upload into Payment Center.
  2. Recurring invoices require Accounts, which means you have to have all your accounts in Salesforce. To associate recurring invoices with accounts, you need the account IDs. Using Data Loader, export your accounts into a CSV file. You will only need to export the ID and the name of the account, as shown below: Screen Shot 2013-09-06 at 10.19.05 PM
  3. Open the template and populate the Accounts worksheet with the exported accounts. Note that the Name has to be the first column: Screen Shot 2013-09-06 at 10.26.40 PM
  4. If you use Contacts, you may also want to associate those with the recurring invoices. Using Data Loader, export your contacts into a CSV file. You will only need to export the ID, Name and AccountID: Screen Shot 2013-09-06 at 10.31.38 PM
  5. Populate the Contacts worksheet with the exported contacts. Note that the Name should be the first column, ID the second and AccountID the third: Screen Shot 2013-09-06 at 10.32.54 PM
  6. Go to the RECURRING INVOICES – FOR UPLOAD worksheet and enter your data.
    1. Enter the account name. The ID should be automatically pulled from the Accounts worksheet. If nothing is pulled, then it means it did not find the account: Screen Shot 2013-09-06 at 10.35.29 PM
    2. Enter the contact name. Just like the account, the ID should be automatically pulled from the Contacts worksheet. You should enter a contact that is associated with the account. The IS CONTACT VALID? column will tell you if the contact is associated with the account: Screen Shot 2013-09-06 at 10.39.11 PM
    3. Populate the remaining columns.
  7. The data above is the header portion of the recurring invoice. You need to upload these first before you can upload the line items. To do the upload, export/save RECURRING INVOICES – FOR UPLOAD worksheet to a CSV file, then use Data Loader to upload the data into Payment Center, as shown by the succeeding screenshots:
    1. Choose InsertScreen Shot 2013-09-06 at 10.44.38 PM
    2. Select Recurring Invoice and enter the CSV file: Screen Shot 2013-09-06 at 10.45.57 PM
    3. Click Create or Edit a MapScreen Shot 2013-09-06 at 10.47.40 PM
    4. Click Auto-Match Fields to ColumnsScreen Shot 2013-09-06 at 10.48.52 PM
    5. Follow onscreen instructions until you finish the upload.
  8. After a successful upload, you will notice that your recurring invoices do not have line items. You will now need to enter the line items in the template and upload them separately. But before you can do that, you need to somehow associate the line items to the appropriate recurring invoice. To do that you need the recurring invoice IDs. Using Data Loader, export the recurring invoices you just uploaded. You only need the ID and the Name, as shown below: Screen Shot 2013-09-06 at 10.51.26 PM
  9. Using the exported recurring invoices, populate the Recurring Invoices worksheet in the template, with Name being the first column: Screen Shot 2013-09-06 at 10.52.33 PM
  10. Go to the RECURRING INVOICE LINES – FOR UPLOAD worksheet and enter your line items.
    1. Enter the recurring invoice name. The ID should be automatically pulled from the Recurring Invoices worksheet: Screen Shot 2013-09-06 at 10.55.40 PM
    2. Populate the remaining columns.
  11. Export/save RECURRING INVOICE LINES – FOR UPLOAD worksheet to a CSV file, then use Data Loader to upload the line items. The upload process is the same as the Recurring Invoice upload, except that the target Salesforce object is Recurring Invoice Line.

At this point, your recurring invoices are now uploaded into Payment Center. To learn more about recurring invoices, please follow these links:

Was this article helpful?

Related Articles

Comments are closed.

  • About Us

    Kulturra.com builds enterprise apps on the Force.com platform. Our app, Payment Center, is currently one of the top financial apps in Salesforce. Since its launch in 2012, it's now being used by 1000+ Salesforce users and continues to grow.

  • Our Culture

    As a company, we believe in simple. So we build simple applications out of complex processes. We also provide unparalleled customer support because we truly believe that our customers' success is our success. Read more on what our customers say about us.
  • Check Our Customer Reviews

    2015sf_Partner_Available_On_appexchange_RGB_Gray_Border
Copyright © 2012-2017 Kulturra.com, Inc.
21151 S. Western Ave., Suite 215, Torrance, CA 90501, USA
MSA
All trademarks, trade names and logos appearing on the site are the property of their respective owners.
^ Back to Top