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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.

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