Importar una lista de productos de suscripción en Infusionsoft
Introducción
Si tiene muchos productos o suscripciones, deberá agregarlos a través de la herramienta de importación. Si viene de otro sistema, debería poder exportar listas de productos y guardarlos en formato de archivo .csv.
Nota: Si vende productos y suscripciones, tendrá que dividirlos en 2 listas e importar los productos por separado. La importación de suscripción incluye campos adicionales para facturación recurrente. La herramienta de importación de Infusionsoft creará los registros de producto de suscripción con los detalles de facturación recurrentes. Después de la importación, seguirá siendo necesario editar los registros del producto para agregar una descripción adicional, una imagen del producto y asignar las suscripciones a las categorías de productos.
Instrucciones paso a paso
1 - Vaya a Admin> Importar datos en el menú de navegación principal.
2 - Seleccione Productos con un plan de suscripción en el menú desplegable y haga clic en Ir.
3 - Haga clic en Examinar y seleccione el archivo del producto (en formato .csv) desde su computadora.
4 - Haga clic en Siguiente.
5 - Haga coincidir los campos de producto de su hoja de cálculo con los siguientes campos de Infusionsoft disponibles.
- Nombre del producto
- Precio del producto
- Impuestos (Sí o No)
- Envío de cargos (Sí o No)
- Estado (activo o inactivo)
- Descripción breve del producto: aparece en el carrito de compras, en los formularios de pedido y en las facturas/recibos.
- (Opcional) Descripción del producto: Esta es una descripción larga que aparece cuando el producto se muestra en la tienda de Infusionsoft.
- (Opcional) Sku: Esto es opcional. Representa la unidad de mantenimiento de existencias y puede correlacionarse con un sistema de gestión de inventario externo.
- (Opcional) Peso: Se utiliza para calcular el envío basado en el peso.
- (Opcional) Coste por unidad: Se utiliza para realizar un seguimiento de los márgenes de beneficio.
- (Opcional) Ocultar en la tienda (Sí o No): Se utiliza para ocultar productos de la Tienda de Infusionsoft.
- (Opcional) Suscripción única (Sí o No): Debe coincidir con una columna de la hoja de cálculo de importación que indique si un producto se vende solo por planes de suscripción o no.
6 - Haga coincidir los campos del plan de suscripción en la hoja de cálculo con los siguientes campos de Infusionsoft disponibles.
- Frecuencia: Se trata de un valor numérico que, cuando se combina con el ciclo, determinará la frecuencia con la que el cliente se carga automáticamente para el programa. (Por ejemplo, 1 por mes - 1 es la frecuencia).
- Ciclo: es un valor de calendario que, cuando se combina con la frecuencia, determina la frecuencia con la que se carga automáticamente un cliente para el programa (por ejemplo, 1 por mes-mes es el ciclo).
- Prorrateo (Sí o No): Si establece esto en "Sí", el monto de autocarga de suscripción venidera se ajustará automáticamente cuando cambie la fecha de factura siguiente para la suscripción. Esto es más comúnmente usado con suscripciones de servicio.
- (Opcional) Número de ciclos: Este campo establece automáticamente una fecha de finalización para las suscripciones con una duración limitada (por ejemplo, 1 año). Si la suscripción se abona una vez al mes (frecuencia/ciclo) y termina después de un año, el número de ciclos es 12 .
- Activo (Sí o No): muestra u oculta la opción de suscripción en el registro del producto en Infusionsoft Storefront y en la pestaña Enlaces de un registro de producto.
7 - Haga clic en el botón Siguiente.
8 - (Opcional) Valores del campo de coincidencia
Este paso sólo aparecerá si está importando campos que tienen más de un valor posible.
9 - Haga clic en el botón Siguiente.
10 - Haga clic en las flechas anterior y siguiente para obtener una vista previa de la importación antes del paso final.
11 - Haga clic en Listo.
Very interesting information!Perfect just what I was looking for!
I go to see day-to-day some blogs and blogs to read articles or reviews,
however this website offers feature based writing.
What a material of un-ambiguity and preserveness of valuable experience
about unpredicted feelings.
You should be a part of a contest for one of the best blogs on the internet.
I most certainly will recommend this website!
Good day! This is kind of off topic but I need some advice from
an established blog. Is it very difficult to set up
your own blog? I’m not very techincal but I can figure things out pretty quick.
I’m thinking about setting up my own but I’m not sure where to start.
Do you have any ideas or suggestions? Thank you
You can definitely see your skills within the article you write.
The sector hopes for more passionate writers such as you
who aren’t afraid to say how they believe. All the time follow your heart.
You could certainly see your enthusiasm in the work you write.
The arena hopes for even more passionate writers like you who are not
afraid to mention how they believe. All the time go after your heart.
Wow, awesome blog layout! How long have you been blogging
for? you made blogging look easy. The overall look of your website
is wonderful, let alone the content!
Unquestionably believe that which you said.
Your favorite justification appeared to be on the net the simplest thing to be aware of.
I say to you, I definitely get annoyed while people consider worries that they plainly don’t know
about. You managed to hit the nail upon the top as well as defined out the
whole thing without having side effect , people can take a signal.
Will likely be back to get more. Thanks
Excellent blog here! Also your web site loads up
very fast! What web host are you using? Can I am getting your affiliate link
in your host? I want my site loaded up as quickly as yours lol
Hi there just wanted to give you a quick heads up.
The words in your article seem to be running off the screen in Safari.
I’m not sure if this is a formatting issue or something to do
with browser compatibility but I figured I’d post to let you know.
The design look great though! Hope you get the problem solved soon. Many thanks
I need to to thank you for this fantastic read!!
I definitely loved every bit of it. I have you saved as a favorite to look at new things
you post…
If you want to take a good deal from this piece of writing then you have to apply such
methods to your won web site.
You could certainly see your enthusiasm within the work you
write. The world hopes for even more passionate writers
like you who are not afraid to mention how they believe. All the time follow your heart.
We are a group of volunteers and opening a new scheme in our community.
Your website provided us with valuable info to
work on. You have done a formidable job and our whole community will be grateful to you.
Attractive part of content. I just stumbled upon your site and in accession capital to assert that I acquire in fact loved account your
weblog posts. Anyway I’ll be subscribing on your feeds or
even I fulfillment you get right of entry to consistently rapidly.
I’m amazed, I have to admit. Seldom do I encounter a blog that’s both educative and amusing, and without a doubt, you have hit
the nail on the head. The problem is something which too few
people are speaking intelligently about. I’m very happy I found this during my hunt for something concerning this.
Great site you’ve got here.. It’s hard to find good quality writing like yours nowadays.
I truly appreciate people like you! Take care!!
Wow! This blog looks just like my old one! It’s on a entirely different subject but it has pretty much the same layout and
design. Superb choice of colors!
Hello! I could have sworn I’ve been to your blog before but after browsing through many of the posts I realized it’s new to me.
Nonetheless, I’m definitely delighted I came across it and I’ll be book-marking it and checking back
often!
It’s genuinely very complicated in this full of activity life to listen news
on TV, so I simply use internet for that purpose, and take
the hottest news.
I’ve been surfing online more than 2 hours today, yet I never found any interesting article like yours.
It’s pretty worth enough for me. In my opinion, if all website owners and bloggers made good content as you did, the internet
will be a lot more useful than ever before.
Tab Generic Isotretinoin Website Cod Accepted Levitra Orodispersibile Prezzo Buy Generic Cialis 20 Mg Cialis Can Amoxicillin Kill Yeast Propecia Coupons
Wonderful beat ! I would like to apprentice while you amend your web site,
how could i subscribe for a blog site? The account helped me a acceptable deal.
I had been tiny bit familiar of this your broadcast provided shiny
clear concept
This is a topic that is near to my heart… Best wishes!
Where are your contact details though?
I am really impressed with your writing skills as well as with the
layout on your weblog. Is this a paid theme or did you modify it yourself?
Anyway keep up the nice quality writing, it’s rare to see a great
blog like this one these days.
When I initially left a comment I seem to have
clicked the -Notify me when new comments are
added- checkbox and now each time a comment is added I
get four emails with the same comment. Perhaps there is a way you are able to remove me from that service?
Kudos!
Do you have any video of that? I’d want to find out more details.
Hey, thanks for the post.Really thank you! Cool.
Awesome blog post.Thanks Again. Cool.