To efficiently update multiple subscriptions (e.g., following a general price change), first export all your subscriptions or apply filters to export a specific selection. Edit the necessary fields in the CSV file and then re-upload it.
In the subscriptions overview, use the button and upload your file.
The ID of a subscription is generated by the system and can only be used for updates, to create new subscriptions do not include the id header.
New subscriptions
Required:
mandateNumber: The mandate number to link the subscription on
amount: The recurring amount of the subscription
message: The communication to the debtor
start: The start date of the subscription and first execution date (YYYY-MM-DD).
recurrence: The periodicity of the subscription (1w / 1m / 2m / 3m / 4m / 6m / 12m)
Optional:
ref: The unique reference per mandate of the subscription (recommended)
When updating existing subscriptions, a distinction is made between minor and major changes. When a change is major, a new subscription is created based on the existing one.
Required:
id: The id of the subscription (included when exporting your existing subscriptions)
recurrence: The periodicity of the subscription (1w / 1m / 2m / 3m / 4m / 6m / 12m) (major change if different from current value)
mandateNumber: The mandate number - if different from the current one, the existing subscription is cancelled and a new one is created on the passed mandate number (major change when different).
message: The communication to the debtor (minor change)
Optional:
amount: The recurring amount of the subscription (minor change)
ref: The unique reference per mandate of the subscription (minor change)
start: Change the start date of the subscription YYYY-MM-DD (major change - this will also become the next execution)
stopAfter: The number of times the subscription needs to be executed (major change when the value is lower than the current number of executions).
Updating the subscription with a major change creates a new one. The first execution (next run) of that subscription is the start date.
Creating a new subscription due to a major change
When you update the subscription with a major change, the start date of the new subscription is also the next run. The last run is always cleared since you've created a new subscription.
When the start date of the subscription you updated was already in the past, then the new start date is the current date + 1 day.
Except if you changed the start date to a custom one, then that is the new start.
