Subscription export file format

The subscription export record contains one set of customer address fields and three sets of order fields.

For single-party subscriptions there will be only one record and the address fields are for the one and only customer. For two-party subscriptions there will be two records, one for the bill-to customer and one for the ship-to customer. The ship-to record comes after the bill-to record and is marked with a 'Y' in the SHIPTO field. For group subscriptions there will be a bill-to record followed by any number of ship-to records, all of which are marked with a 'Y' in the SHIPTO field.

The order fields have names that end in either 1, 2 or 3. The '1' fields are for the history order, that is the order preceding the order that is currently being served. In many cases there will be no history order and the '1' fields will all be blank. The '2' fields are for the current order, that is the order that is currently being served. The current order always exists. The '3' fields are for the future order, that is a renewal order that was received prior to the expiration of the current order. In rare cases,there may exist more than one future order when a customer sent in more than one renewal prior to the expiration of his current order. In that case the '3' fields contain a composite of all the future orders, with the term, price and payment fields containing the total term, total price and total payment for all of those orders.

Fields tagged with the word "Audit" in the "Optional field" column are used for systems with the auditing feature. Although some of these fields (CONTROLn, REQTYPEn, SUBCLASSn) may appear in systems without the auditing feature, they should be ignored for non-audited publications. Fields tagged with "Acctg" in the "Optional field" column only appear in exported files if you check the 'Include extra accounting fields for import' box on the subscription export filter screen.

Field name	Optional field	Type	Length	Decimals	Description
RECNUM		Numeric	7		Each exported record is identified in this field with a sequential number from 1 onwards. This is useful for restoring the original sequence of the records if you have sorted the file. If the exported data contains any two-party or group subscriptions, then you must process the file in its original sequence in order to preserve the proper relationship between bill-to and ship-to addresses.
ORDERNUM		Character	9
CUSTNUM		Character	9
SUBTYPE		Character	1		'S' for single subscriptions, '2' for two-party subscriptions, and 'G' for group subscriptions.
SHIPTO		Character	1		'Y' if this record is a ship-to address, blank if this record is a bill-to address, or if it is a single-party subscription. The bill-to record precedes the ship-to record.
PREFIX		Character	12		Name prefix, e.g. Mr., Mrs., etc.
FNAME		Character	20		First name.
LNAME		Character	30		Last name.
SUFFIX		Character	12		Name suffix, e.g. Sr, Jr, MD, etc.
SALUTATION		Character	15		Click here for more information on salutations.
SEX		Character	1
TITLE		Character	40
COMPANY		Character	40
DEPT		Character	40
STREET1		Character	40
STREET2		Character	40
CITY		Character	26
STATE		Character	2
ZIP		Character	10
ZIP2		Character	2		2 digit delivery point barcode suffix.
CARRT		Character	4		Carrier route.
CNTRYCODE		Character	4		Foreign country code.
COUNTRY		Character	24		Foreign country name.
TAXJR		Character	3		Tax jurisdiction.
PHONE		Character	20
CELLPHONE		Character	20
FAX		Character	20
EMAIL		Character	60		Primary e-mail address.
EMAIL2		Character	60		Secondary e-mail address.
USERID		Character	15		User ID for online service.
PASSWORD		Character	15		Password for online service.
TAXABLE		Character	1		'Y' if the customer is subject to sales tax.
RENTPOSTAL		Character	1		'Y' if the postal address may be rented. 'I' if the postal address is for in-house use only. 'N' if the postal address may not be rented. 'R' if the postal address is for renewal notices only.
RENTEMAIL		Character	1		Same as above, but for the e-mail address.
RENTPHONE		Character	1		Same as above, but for the telephone number.
RENTFAX		Character	1		Same as above, but for the fax number.
BADSEED		Character	1		'B' if the customer is a bad-debt. 'S'' if the customer record is a seed address.
DEMCODEA		Numeric	4		Demographic numeric codes.
DEMCODEB		Numeric	4
DEMCODEC		Numeric	4
DEMCODED		Numeric	4
DEMDATA1		Character	19		Demographic alphanumeric codes.
DEMDATA2		Character	19
EXTCUSTID		Character	12		External customer ID.
SELFLAGS		Character	8		Selection flags (1 - 8).
CASSDATE		Date	8		Date of most recent postal address certification.
CREATEDATE		Date	8		Customer creation date.
POSTALDATE		Date	8		Date of most recent postal address change.
EMAILDATE		Date	8		Date of most recent e-mail address change.
PHONEDATE		Date	8		Date of most recent phone number change.
FAXDATE		Date	8		Date of most recent fax number change.
SHIPCLASS		Character	1		The shipping class for this ship-to address. For single subscriptions this field is blank and the shipping class for each order is in the SHIPCLASS1, SHIPCLASS2, and SHIPCLASS3 fields.
SHIPCOPIES		Numeric	4		The number of copies to be sent to this ship-to address. For single subscriptions this field is blank and the number of copies for each order is in the COPIES1, COPIES2, and COPIES3 fields.
PUB		Character	12		Publication code.
SUBDATE		Date	8		The date of the original order.
RENEWALS		Numeric	3		Number of times subscription has been renewed.
TRACK		Character	12		Tracking code (the source code for the original order.)
CHANNEL		Character	12		The channel code of the subscription (that is, the channel associated with the original order).
RENEWFLAG		Character	1		'N' if the customer requested that the subscription not be renewed. 'E' if the renewal series has been completed.
GIFTCOMP		Character	1		'G' if this is a gift subscription. 'C' if this is a complimentary (free non-expiring) subscription.
CANREASON		Character	2		Cancel reason code associated with the subscription, if any.
EXPIREDATE		Character	20		The issue date of the expiration issue, as defined in the publication's issue table.
TOTALDIC		Numeric	9	2	The total deferred income, using the cash accounting method.
TOTALDIA		Numeric	9	2	The total deferred income, using the accrual accounting method.
BILLMETHOD		Character	1		'W' if bill should be sent with the first issue, 'I' if the bill should be sent immediately. Blank if the billing policy is determined by one of the following two fields.
BILLDELAY		Numeric	3		The number of days that must elapse after the first issue served before the first bill can be sent.
BILLDELDT		Date	8		The earliest date when the first bill can be sent.
CBILLSENT		Character	1		'Y' if the cancel bill has been sent.
PAYNUM		Character	19		Payment identification number. This applies to the most recent order only. This might be a check number, the last four digits of a credit card number, or a wire transfer number.
PREMFLAG		Character	2		The first character indicates when the premium should be sent: 'W' if premium should be sent with the first issue, 'I' if the premium should be sent immediately, 'P' if the premium should be sent when the subscriber pays, blank if the premium has already been sent. If the first character is either 'I' or 'P' then the second character may contain a 'B' which indicates that the premium should be sent to the bill-to address rather than to the ship-to address. These flags refer to the most recent order.
AUTORENEW		Character	1		Indicates whether the subscription is set up for automatic renewal. 0 = no autorenewal 1 = automatic renewal, send bill for the amount due 2 = automatic renewal using stored credit card
PASSID	Acctg	Character	50		EPS ID code for the stored credit card used for automatic renewal. To protect the security of the credit card this ID code cannot be translated to an actual credit card number. The ID code is not useful except for transactions processed through EPS.
ORDDATE1		Date	8		Order date.
ORDBATCH1		Numeric	4		Order batch number.
STATUS1		Character	2		Click here for a list of status codes.
SHIPCLASS1		Character	1		Shipping class.
COPIES1		Numeric	4		Number of copies ordered.
TERM1		Numeric	4		The number of issues to be served from this order.
FREEISS1		Numeric	4		Number of free issues (in addition to term)
SERVEFRST1		Character	1		"F" if free issues are to be served first or "L" if free issues are to be served last.
PREMIUM1		Character	12		Premium code.
SERVICE1		Character	2		Service code.
PRICE1		Numeric	9	2	Price without tax or shipping.
TAX1		Numeric	9	2	Sales tax.
SHIPPING1		Numeric	9	2	Shipping charge.
PAID1		Numeric	9	2	Amount paid.
PAYDATE1		Date	8		Date of most recent payment.
PAYTYPE1		Character	1		Type of most recent payment.
REFUND1		Numeric	9	2	Amount refunded.
PONUM1		Character	20		Purchase order number.
WRITEOFF1	Acctg	Character	1		Debit or credit balance has been written off
PRORATE1	Acctg	Character	1		Price has been prorated based on the number of issues served.
CONTROL1	Audit	Character	1		'Y' if this is a controlled order.
REQTYPE1	Audit	Character	3		Request type.
SUBCLASS1	Audit	Character	3		Subscription classification.
BILLSER1		Character	12		Billing series code.
BILLDATE1		Date	8		Date of the most recent billing effort.
BILLEFF1		Numeric	1		Most recent billing effort number.
RESPBILL1		Numeric	1		Billing effort that was responded to.
RENSER1		Character	12		Renewal series code.
ORDSOURCE1		Character	12		The tracking code (if the order is a new order) or renewal effort code (if the order is a renewal order) that produced the order.
ORDCHAN1		Character	12		Channel (mail, web, etc.) by which the order was obtained.
AGENCY1		Character	12		Subscription agency code.
DISCRATE1		Numeric	4	1	The discount rate used for an agency order.
EXTORDID1		Character	12		External order ID.
RENDATE1		Date	8		Date of the most recent effort to renew this order.
RENEFF1		Numeric	2		Most recent renewal effort number.
RESPRNUM1		Numeric	2		Renewal effort that was responded to (thus producing the order that follows this one).
SERVED1		Numeric	4		The number of issues served from this order.
LASTISS1		Numeric	4		The most recent issue number that was served from this order. Issue numbers are defined in the publication's issue table.
NEXTISS1		Numeric	4		The next issue number to be served for this order.
FRSTISSDT1		Date	8		The date when the first issue for this order was served.
LASTISSDT1		Date	8		The date when the most recent issue for this order was served.
ORDDATE2		Date	8		Order date.
ORDBATCH2		Numeric	4		Order batch number.
STATUS2		Character	2		Click here for a list of status codes.
SHIPCLASS2		Character	1		Shipping class.
COPIES2		Numeric	4		Number of copies ordered.
TERM2		Numeric	4		The number of issues to be served from this order.
FREEISS2		Numeric	4		Number of free issues (in addition to term)
SERVEFRST2		Character	1		"F" if free issues are to be served first or "L" if free issues are to be served last.
PREMIUM2		Character	12		Premium code.
SERVICE2		Character	2		Service code.
PRICE2		Numeric	9	2	Price, without tax or shipping.
TAX2		Numeric	9	2	Sales tax.
SHIPPING2		Numeric	9	2	Shipping charge.
PAID2		Numeric	9	2	Amount paid.
PAYDATE2		Date	8		Date of most recent payment.
PAYTYPE2		Character	1		Type of most recent payment.
REFUND2		Numeric	9	2	Amount refunded.
PONUM2		Character	20		Purchase order number.
WRITEOFF2	Acctg	Character	1		Debit or credit balance has been written off
PRORATE2	Acctg	Character	1		Price has been prorated based on the number of issues served.
CONTROL2	Audit	Character	1		'Y' if this is a controlled order.
REQTYPE2	Audit	Character	3		Request type.
SUBCLASS2	Audit	Character	3		Subscription classification.
BILLSER2		Character	12		Billing series code.
BILLDATE2		Date	8		Date of the most recent billing effort for this order.
BILLEFF2		Numeric	1		Most recent billing effort number.
RESPBILL2		Numeric	1		Billing effort that was responded to.
RENSER2		Character	12		Renewal series code.
ORDSOURCE2		Character	12		The tracking code (if the order is a new order) or renewal effort code (if the order is a renewal order) that produced the order.
ORDCHAN2		Character	12		Channel (mail, web, etc.) by which the order was obtained.
AGENCY2		Character	12		Subscription agency code.
DISCRATE2		Numeric	4	1	The discount rate used for an agency order.
EXTORDID2		Character	12		External order ID.
RENDATE2		Date	8		Date of the most recent effort to renew this order.
RENEFF2		Numeric	2		Most recent renewal effort number.
RESPRNUM2		Numeric	2		Renewal effort that was responded to (thus producing the order that follows this one).
SERVED2		Numeric	4		The number of issues served from this order.
LASTISS2		Numeric	4		The most recent issue number that was served from this order. Issue numbers are defined in the publication's issue table.
NEXTISS2		Numeric	4		The next issue number to be served for this order.
FRSTISSDT2		Date	8		The date when the first issue for this order was served.
LASTISSDT2		Date	8		The date when the most recent issue for this order was served.
ORDDATE3		Date	8		Date of order.
ORDBATCH3		Numeric	4		Order batch number.
STATUS3		Character	2		Click here for a list of status codes.
SHIPCLASS3		Character	1		Shipping class.
COPIES3		Numeric	4		Number of copies ordered.
TERM3		Numeric	4		The number of issues to be served from this order.
FREEISS3		Numeric	4		Number of free issues (in addition to term).
SERVEFRST3		Character	1		"F" if free issues are to be served first or "L" if free issues are to be served last.
PREMIUM3		Character	12		Premium code.
SERVICE3		Character	2		Service code.
PRICE3		Numeric	9	2	Price, without tax or shipping.
TAX3		Numeric	9	2	Sales tax.
SHIPPING3		Numeric	9	2	Shipping charge.
PAID3		Numeric	9	2	Amount paid.
PAYDATE3		Date	8		Date of most recent payment.
PAYTYPE3		Character	1		Type of most recent payment.
REFUND3		Numeric	9	2	Amount refunded.
PONUM3		Character	20		Purchase order number.
WRITEOFF3	Acctg	Character	1		Debit or credit balance has been written off
PRORATE3	Acctg	Character	1		Price has been prorated based on the number of issues served.
CONTROL3	Audit	Character	1		'Y' if controlled order.
REQTYPE3	Audit	Character	3		Request type.
SUBCLASS3	Audit	Character	3		Subscription classification.
BILLSER3		Character	12		Billing series code.
BILLDATE3		Date	8		Date of the most recent billing effort for this order.
BILLEFF3		Numeric	1		Most recent billing effort number.
RESPBILL3		Numeric	1		Billing effort that was responded to.
RENSER3		Character	12		Renewal series code.
ORDSOURCE3		Character	12		The renewal effort code that produced the order.
ORDCHAN3		Character	12		Channel (mail, web, etc.) by which the order was obtained.
AGENCY3		Character	12		Subscription agency code.
DISCRATE3		Numeric	4	1	The discount rate used for an agency order.
EXTORDID3		Character	12		External order ID.
QDATE	Audit	Date	8		Qualification date.
QBATCHDATE	Audit	Date	8		Batch date for qualification data.
QBATCHNUM	Audit	Numeric	4		Batch number for qualification data.
PERSID	Audit	Character	20		Personal ID response.
Qual. Data	Audit	Character			The number of fields and the field names for the qualification data will vary depending on the questions defined in the publication's audit questionnaire. Click here for more information.