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Deferred Revenue for Subscriptions

  • 1.  Deferred Revenue for Subscriptions

    Posted Aug 17, 2018 04:46 PM
    Greetings!  My company has recently acquired another company whose core product is SaaS.  We're having a bit of difficulty determining the best method to bring their data into GP.  We've used the Financial Deferral for contract revenue in the past, but that is really only helpful for a few at a time.  We need to bring in thousands, so I'd prefer to bulk integrate.  Integration Manager does not have a Financial Deferral Integration.  Does anyone else have any experience with this, and if so, how did you accomplish it?

    Thanks much!

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    Michelle McGreer
    Efficient Collaborative Retail Marketing Company, LLC
    Solon OH
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  • 2.  RE: Deferred Revenue for Subscriptions

    Posted Aug 17, 2018 06:47 PM

    Hi Michelle,

     

    There isn't an econnect node for Financial deferral.  A SQL upload to the appropriate tables would accomplish the task.  It can be uploaded from an excel, tab or csv format.   However, there are multiple tables that have to be linked so it takes a bit of work to get it right.  For thousands of entries, though, it would be worth the effort.

     

    Teri Carpenter, CMA CBM

    Carpenter Associates, Inc.

    419-346-3401

    teri@caidynamics.com

    CAILogo

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