Import Payment Data to Analytics for Subscriber Lifecycle Management App

Import payment data from an external source to the Analytics for Subscriber Lifecycle Management app to show payment metrics in relevant dashboards.

1. Create a CSV file with these fields (Field Name), in this order, with these exact names.
   Field names are case-sensitive.

   Field Name	Contents
   AccountId	(Text) Unique Id to identify an account that owns the subscription.
   Product2Id	(Text) Unique Id to identify the product.
   Bill_Period_Start	(Date) Start date of the billing period in mm-dd-yy format.
   Bill_Period_End	(Date) End date of the billing period in mm-dd-yy format.
   PaymentMode	(Text) Method that's used to make the payment.
   Invoice_ID	(Text) Unique ID to identify the invoice.
   Amount	(Numeric) Amount paid.
   Currency	(Text) Currency in which the payment is made.
   Date_of_Payment	(Date) Date on which the payment is made.

   Use only a UTF-8-compliant text editor to create and open CSV files. Opening CSV files in non-compliant text editors, such as Microsoft Excel, reformats the CSV files and makes them unusable in CRM Analytics. To review the format requirements, such as date formats, see the CRM Analytics External Data Format Developer Guide.
2. Save the CSV file.
3. Create the app.
   For information on how to create the app, see Create and Share the Analytics for Subscriber Lifecycle Management App.
4. Open the app, click Datasets, and then locate the Media_Payment dataset.
5. Click Edit.
6. Click the Replace Data icon.
7. Click Select a file or drag the file.
8. Select the CSV file that you created, and then click Open.
9. Click Next | Next, and then click Upload File and Replace.
   The next time the dataflow for your app runs, CRM Analytics adds Media_Payment to relevant dashboards. For more information on uploading a CSV file, see Upload a CSV File to Create a Dataset.