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Before you Begin:

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Setting a Start Date

What you need to Know: After a successful installation and configuration of the Subscribe applications, you are ready to start your data import into Salesforce. By default, the start date for the initial import is set to 1/1/2010 12:00am.
  1. To get data from Subscribe prior to this date, go to Custom Settings > Import Log and set the Next Extract Start variable to the earliest date you need. You can also adjust the initial start date to the first date of created data in Subscribe you want to import into Salesforce.

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Setting up Continuous Import

After you set the start date, go to the Subscribe Admin tab. At the bottom of the page, click the Start continuous Import process button. This button starts a continuous import job that runs across all the objects, in the following order:
  1. Imports ALL Products
  2. Imports ALL Billing Plans
  3. Imports ALL Rate Plans
  4. Imports Accounts [created: since -> to] Note: This job runs only if you have checked the Import Accounts Separately checkbox on the Subscribe Admin tab. If this flag is set to False, job #4 does not run, and only Accounts that have Purchases are imported as part of the Subscriptions import job #5.
  5. Imports Subscriptions [last modified: since -> to]
  6. Imports Transactions [last modified: since -> to]
  7. Imports Credits [last modified: since -> to]
  8. Imports Refunds [last modified: since -> to]
  9. WAIT [as defined by Default Refresh Interval on the Subscribe Admin tab]
After all eight jobs complete, there is a wait period (in minutes) defined by the Default Refresh Interval variable on the Subscribe Admin tab. When the wait period ends, the import process resumes with job #1. The since -> to timestamps vary depending on how long one full import sequence, including the wait period, lasts. The window used for [since -> to] on the next import sequence is set as follows: new since = previous to and the new to = NOW. This allows for an elastic time window during which the data is fetched, and can accommodate large data imports during peak periods while catching up during off-peak periods. Each of the eight import jobs leverages pagination. You configure pagination by setting the Page Size variable in: Custom Settings > Import Log. The default page size is 100. If your Subscribe environment includes many name-value pairs and the objects are data-heavy, you can set the Page Size to a smaller value. Because of the integration limitation Salesforce imposes, page size settings can vary widely from one organization to another. Note: Ensure that Page Size value does not exceed 100 and that the order of the object sync is not changed.