Tips and Tricks #23: How to avoid errors while importing data in bulk or migrating from other systems to Zoho Subscriptions

Tips and Tricks #23: How to avoid errors while importing data in bulk or migrating from other systems to Zoho Subscriptions

To import your data successfully, you will need to ensure that the rows and columns in your import files match with our sample import files, which can be downloaded from any import screen in Zoho Subscriptions

However, even after doing this, you could still run into validation errors, which prevent your data from being imported. This could happen if Zoho Subscriptions has not been configured for the data in your import file.

Here are a few examples of validation errors:
  • You try to import transactions with the transaction mode as "Check" but you haven't added "Check" as a mode of payment in Zoho Subscriptions.
  • Your import file contains subscription details and plan codes for importing subscriptions but you haven't created a plan with that particular plan code in Zoho Subscriptions yet.
When it comes to importing data in bulk, especially from other systems, checking or validating each and every record in a huge import file can be time-consuming and tiresome.

This week's tip can help you breeze through the validation process with the click of a button.

This is article is part of a series of tips and tricks. Missed our previous post? Read up on localizing your product prices in Zoho Subscriptions.

How It Works

Simply import your data into Google Sheets and run our Google Apps Script (linked below). The script will communicate with Zoho Subscriptions via an API and check if the selected data in your import file exists in Zoho Subscriptions.

After making the necessary changes in Zoho Subscriptions, run the script again to double-check your import file. If you find that nothing has to be changed, go ahead and import the file into Zoho Subscriptions.

Setting It Up
  • Import the data that you want to validate into Google Sheets.
  • Click the Plus icon in the bottom left corner to create a second sheet.
              

We'll be using this second sheet to run our script on the data that needs to be validated, which is the payment mode, in our example. To do this, you'll need two columns on the new sheet, one with the data that needs to be validated (payment mode) and one with our script's response. Here's how to do it:

  • Enter a column name for the data that needs to be validated in the cell A1 and a column name where our script will display it's response in the cell A2. We've named our columns "Payment Mode" for A1 and "Exists in Zoho Subscriptions?" for A2.
          

  • Enter the following formula in the cell A2 to list out all the unique payment modes from our first sheet:
          =UNIQUE(Sheet1!D2:D)

         

          Note: This formula contains D2:D, since the values for the payment mode start on the cell D2 in                          our first sheet, so modify this if necessary.
  • Go to Tools > Script Editor and paste our script, which is available on GitHub. Enter your Auth Token and Organization ID in this script, since it uses Zoho Subscriptions' APIs.
Now, all that's left to do is create a button which can run this script.
  • Create a button by going to Insert > Drawing from the toolbar.
          
  • Right click on the button and click the 3-dot menu.
           
  • Select Assign a script.
  • Enter the function name of our script, which is syncPaymentModes and click OK.
           

You're all set! Go ahead and click the button to validate your data.



Let us know if this helped your business! Also, feel free to write to us at support@zohosubscriptions.com or leave a comment below, if you have any questions regarding this tip.

Cheers,
Varun Steven
The Zoho Subscriptions Team

    Access your files securely from anywhere






                    Zoho Campaigns Resources




                          Zoho Developer Community



                              Bootcamp
                              Community
                              Pricing
                              Webinars
                              What's New
                              Integrations
                              Contact Support
                              Contact Sales
                                Zoho Survey Resources
                                  Features
                                  Survey Templates
                                  Integrations
                                  Community
                                  iOS Mobile Surveys
                                  Pricing
                                  Android Mobile Surveys
                                  Insurvey Blogs
                                  Insight Blogs
                                  Tips & Tricks





                                              Latest Feature Updates

                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts




                                                    Zoho SalesIQ Resources

                                                          • Sticky Posts

                                                          • Tip #4 : Refer and Earn Workflow system for your Subscription Business

                                                            Hello everyone, We've been coming up with a tip every week to address specific business scenarios which can be implemented for your business. In continuation to the previous post, this week we will be seeing about how you can implement the Refer and Earn Workflow system to acquire more customers. Why are Referrals important? Customer Acquisition is crucial for any business to sustain itself in a constantly evolving market. It involves persuading new consumers to purchase your products. Customers

                                                          • Tip #2 - Cancellation of Offline Subscriptions based on the Expected Payment Date

                                                            Hello everyone, As you all know, we are coming up with a custom function workflow every week to address specific business scenarios. In continuation of this previous blog, this week we will be seeing about Cancellation of Offline Subscriptions based on the Expected Payment Date. Business Scenario: In general, for any business, the customers make payments via online as well as offline. In case of subscription where the automatic collection of charge is enabled (aka online subscription), the customer's

                                                          • Tip #3 : Send SMS Reminders for your Subscription Business

                                                            Hello everyone, As you all know, we are coming up with a tip every week to address specific business scenarios. In continuation to the previous blog, this week we will be seeing how you can use SMS reminders for your Subscription Business. Using SMS messages for your Subscription Business: While managing your subscription business, more often than not, you need to keep your customers informed about upcoming renewals, payment reminders and cancellations. By keeping them informed in advance, you can

                                                          • Tips And Tricks - Announcement

                                                            Hello everyone, Every business is unique and each of them follows a specific workflow. While managing your customers' subscriptions with Zoho, you might have some needs unique to your business. Custom Functions helps you address such needs. This is a start to a series of posts, where we will be coming up with a custom function workflow every week that addresses specific business scenarios. Watch this space for further updates! Also, if you have any specific business scenario which needs to be addressed,

                                                          • Tip #6 : Accessing external URLs from Zoho Subscriptions

                                                            Hello everyone, We have been sharing a tip every week to address specific business scenarios which you can implement for your subscription business. Last week, we shared a tip about implementing the Approval Workflow system. This week, let's look at how you can access external URLs with the help of Custom Link. Business Scenario: Every business functions differently and has its unique requirements. At times, businesses might want to access other websites or applications by appending specific information


                                                          Manage your brands on social media
                                                          Access Zoho Social

                                                            Zoho Pagesense Resources


                                                                Zoho TeamInbox Resources

                                                                  Zoho DataPrep Resources


                                                                    Zoho CRM Plus Resources

                                                                      Zoho Books Resources


                                                                        Zoho Subscriptions Resources

                                                                          Zoho Projects Resources


                                                                            Zoho Sprints Resources


                                                                              Qntrl Resources


                                                                                Zoho Creator Resources



                                                                                    Zoho CRM Resources

                                                                                    • CRM Community Learning Series

                                                                                      CRM Community Learning Series


                                                                                    • Kaizen

                                                                                      Kaizen

                                                                                    • Functions

                                                                                      Functions

                                                                                    • Meetups

                                                                                      Meetups

                                                                                    • Kbase

                                                                                      Kbase

                                                                                    • Resources

                                                                                      Resources

                                                                                    • Digest

                                                                                      Digest

                                                                                    • CRM Marketplace

                                                                                      CRM Marketplace

                                                                                    • MVP Corner

                                                                                      MVP Corner







                                                                                        Design. Discuss. Deliver.

                                                                                        Create visually engaging stories with Zoho Show.

                                                                                        Get Started Now


                                                                                          Zoho Show Resources

                                                                                            Zoho Writer

                                                                                            Get Started. Write Away!

                                                                                            Writer is a powerful online word processor, designed for collaborative work.

                                                                                              Zoho CRM コンテンツ






                                                                                                Nederlandse Hulpbronnen


                                                                                                    ご検討中の方




                                                                                                          • Recent Topics

                                                                                                          • Paid Support

                                                                                                            We are in the process of creating tiers for our support offerings. There will be three tiers of support available - 2 paid and 1 free. The paid tiers will be purchased in allotted hours. I need to figure out how to a) work in the out of the box SLA, Contracts

                                                                                                          • Automatically CC supervisor

                                                                                                            Hello,  in our organization agents are replying to tickets and they are required to CC their supervisor on all emails to and from customers.  is there a way to have an email address automatically populate in the CC field when reply to a ticket?  tha

                                                                                                          • Zoho One - White Label

                                                                                                            Releasing a white-label feature for Zoho One, or any software or service, can offer several advantages and benefits for both the company providing the software (Zoho in this case) and its users. Here are some key reasons for releasing a white-label feature

                                                                                                          • Are this Features included in the Road Map

                                                                                                            1. Sync between description/short description in Zoho Books/Inventory and Zoho Commerce: I am unsure how it works now. I belive the description is not pulled. 2. Pick Up: This feature is great. It is added on Zoho Commerce but not on Books/Inventory which

                                                                                                          • Reconciliation - Show Transactions After End Date

                                                                                                            I did a quick search, and I've only seen this brought up indirectly. In the reconciliation interface, transactions dated up to a week after the end date should be available for being reconciled. The use case is pretty simple... many times, transactions

                                                                                                          • Auto populate email field in zoho form

                                                                                                            Hi,  Is there a way the email field in zoho forms can be auto populated based on the name selected from a drop down list?

                                                                                                          • Option to accept and pay for estimate from Public Estimate link?

                                                                                                            Is there any way that our customers can get the Estimate in their email, click on "View Estimate" and from the public link, click Accept and Pay? When they click that, in the background Zoho would create the invoice record in the so that the payment would

                                                                                                          • Kaizen #125 Manipulating Multi-Select Lookup fields (MxN) using Zoho CRM APIs

                                                                                                            Hello everyone! Welcome back to another week of Kaizen. In last week's post in the Kaizen series, we discussed how subforms work in Zoho CRM and how to manipulate subform data using Zoho CRM APIs. In this post, we will discuss how to manipulate a multi-select

                                                                                                          • Easily track referrals with Zoho Forms

                                                                                                            Referral tracking can be a powerful way for businesses to understand where their leads are coming from. With Zoho Forms, tracking the referral sources of your leads is an easy and straightforward process. Here are some tips to help you make the most of

                                                                                                          • Add an email to an existing ticket is not working

                                                                                                            I noticed that in Zoho Desk the funcionality to add an email to an existing ticket is not working using the syntax [##12345##], has the method changed? In red is the syntax we use to add email to an existing ticket As you can see, he did not add the email

                                                                                                          • New CRM to Campaigns Sync Doesn't Continue Making Updates

                                                                                                            Changes made in CRM are not appearing in mapped fields in matching Campaign records after migrating to the new sync process. The only way we've found to get records to update is to call into Support and point out the problem. After convincing Support

                                                                                                          • Zoho Integration with UPS

                                                                                                            I have 2 questions: Firstly, is there a way to notify UPS that we have a package to collect once we have done the shipping label? Secondly, how do I get the tracking number and shipment method onto the Invoice and Package Slip for the customer? Than

                                                                                                          • Cannot log in to IMAP account as of last night

                                                                                                            Hey I've been using MFA with an authenticator for a while and have had to use application passwords for Outlook and Edison Mail on my Android devices. Last night the app passwords started to be rejected on my Android devices so I created new ones for

                                                                                                          • Low Stock View

                                                                                                            We use the Low Stock view frequently as a guide to inform us when to reorder items, but the view is misleading because it does not take into account Purchase Orders that have already been raised. Unless you are aware and check item by item, this can lead

                                                                                                          • Improve History Feature in Zoho Inventory

                                                                                                            At present there is a "history" tab on Zoho Inventory Items, however this only shows a date and time stamp along with the users name. It doesn't say what was changed. What is the value of this if you can't see what was changed? My Ideal is to include

                                                                                                          • Show backordered items on packing slip

                                                                                                            We send out a lot of large orders, and often there are one or two things backordered. How can I fix the packing slips to show quantity ordered  & quantity packed There should also be the ability to "ship" 0 of an item so the receiver knows that things

                                                                                                          • Document | Files

                                                                                                            The vendor "Partial matches" still not fixed here after years of putting up with having to select most vendors manually ! ( again, the banking "Transaction rules" would solve a lot of these issues ) Some unwanted, irrelevant pdf's also arrive. It would

                                                                                                          • books+POS+ tap to pay+ stripe

                                                                                                            So in the UK we now have tap to pay with stripe. So we can use the stripe app as a POS terminal. Brilliant news. Can we hope that the Books App might add this feature ASAP. It would be great to have one system rather than using the not very good Square

                                                                                                          • Canvas Form View - Client Script Page on load - Url params not working

                                                                                                            We have a custom module with a canvas page for form view. We have a button in Customers module to open this canvas page using invokeurl function. We send few parameters as in the URL as query parameters. https://crm.zoho.in/crm/orgxxxxxxxx/tab/CustomModule12/create/canvas/64333200000261xxxx?layoutId=643332000002605001&c=${Customers.Customer

                                                                                                          • Sending Recruit SMS's to Zoho Cliq - Or tracking in the Messages module in Recruit?

                                                                                                            Is there any way to send SMS Gateway messages in Recruit to ZOho Cliq? We use 2-way SMS massages a lot in Zoho Recruit to speed up communication with Candidates. However the only way to keep track of received SMS's is by keeping a look out for the Email

                                                                                                          • This mobile number has been marked spam. Please contact support.

                                                                                                            Hi Support, Can you tell me why number was marked as spam. I have having difficult to add my number as you keep requesting i must use it. My number is +63....163 Or is Zoho company excluding Philippines from their services?

                                                                                                          • Is it possible to set a customer context variable in Zobot

                                                                                                            Hi, I want to use a context variable to route users down different paths in my Zobot chat flow. I know I can do this when the user enters data. But I want to know if I can use a variable that is 'hard coded' on the card, that the user is unaware of. Use

                                                                                                          • Cannot change Blog Title

                                                                                                            There is nowhere to change the blog title. You can change the blog URL but that is making no difference to the text "Enter Your Post Title" am I missing something?

                                                                                                          • Kaizen #203 - Answering Your Questions | Handling API Limits and Error Responses

                                                                                                            Hi Everyone, Welcome back to yet another post in the Kaizen Series! We appreciate your keen participation in the 200th milestone celebration of the Kaizen series. We will continue to answer the queries we received through the feedback. When working with

                                                                                                          • How to verify website ownership with google search console

                                                                                                            Hi, I am having a free .in domain provided by Zoho I have created a website on it now I want to verify my ownership to google webmaster. Can you please help me how to do that.

                                                                                                          • "SPF record exceed the allowed limit of 10"

                                                                                                            Hi, I was wondering if there were a "universal Zoho SPF record" that would allow all my configured Zoho services that email things to meet this limitation ? or do I have to have an entry for mail, com, billing, etc?

                                                                                                          • Animated GIF Images in Chat

                                                                                                            I know this seems to be a small feature request but in a recent Cliq update Zoho disabled autoplay for animated GIFs posted in Cliq conversations. We think this was not a good change. In our organization, animated GIFs in a chat play a role in expressing

                                                                                                          • I can't seem to login in to Mail Apps of MacOS /IOS

                                                                                                            Hi, i'm having trouble in signing in to mail apps from IOS. It's always come back to wrong passwords. But i already changed my password like 3 times. But still it says wrong credentials

                                                                                                          • Profile Image Showing Incorrectly in Zoho Mail

                                                                                                            Hi everyone, I’m facing a serious issue with Zoho Mail. The profile image showing for my email address is incorrect — it’s not my image. When I send an email to my Gmail account, it displays someone else’s image. This looks very suspicious and can make

                                                                                                          • I need access to my old email

                                                                                                            I need access to my old email bromzeman@zoho.com to verify it for forwarding. I can’t access the inbox to get the confirmation code. Please assist with recovery or forwarding. as you might already know, they made alot of the email addresses to have that

                                                                                                          • Set Defaults for Email Groups

                                                                                                            Is there a way to set defaults for all of the groups that I establish as a moderator? For example, I want every group I establish to have the following settings: 1. Moderator is <user> 2. User is <user>, <user> 3. Notifications for new group turned

                                                                                                          • LOGS FOR RECEIVED MAIL ( READ DATE & TIME)

                                                                                                            In Zoho mail we can extract the read logs of received mails so that we can see when we have read the mail and at what time & we have read it.

                                                                                                          • Domain verification probem

                                                                                                            Hello, i use a domain from Namecheap with hosting from Cinfu when i try to verify my domain on zoho i get "TXT Verification failure" i even tried the HTML verification and the code appears but also giving me the verification failure error.

                                                                                                          • Switching to Cloudflare email routing from Zoho Mail

                                                                                                            Hello, I'm currently working on migrating from Zoho Mail to Cloudflare's email routing solution. This requires changing MX and TXT records for our custom domain - when we do this, will our users still be able to log into their accounts and access an archived

                                                                                                          • Un Subscription Button

                                                                                                            How can i Add the Un Subscription Button in Zoho mail

                                                                                                          • Documents unable view and need to downlad

                                                                                                            I can't view .doc files in Zoho mail unless I download them, but I can view PDF files without downloading.

                                                                                                          • we encountered a problem while sending your email. please try again later.

                                                                                                          • Adding and removing people from groups

                                                                                                            We're having problems adding people to a group. Apparently Zoho has one email address and will not recognize a different email address.

                                                                                                          • MAIL SEARCH IS NOT WORKING

                                                                                                            THIS ISSUE HAS BEEN BUGGING ME SINCE MORNING, PLEASE RESOLVE THIS AT THE EARLIEST

                                                                                                          • URL Parameter on Help Center SIgn in link

                                                                                                            Is it possible to add a url parameter to the sign in link on the Help Center?

                                                                                                          • Next Page