Introduction

This article explains how Renewal Managers can assign imported subscription records to the correct customer accounts using the Assign Subscriptions to Accounts Console.

This process ensures that all imported subscriptions—especially those brought in via Cisco API or manual imports—are mapped correctly to their respective accounts before renewal analysis begins.

If you haven’t yet reviewed the previous topic, see How to Identify and Prioritize Subscriptions for Renewal to understand how Cisco subscriptions are tracked on the dashboard.

The goal of this assigning subscription is to ensure all imported subscriptions are properly mapped to active customer accounts.

You will learn how to:

• Review unassigned subscriptions.
• Use filters to locate the right customer account.
• Assign subscriptions to accounts individually or in bulk.
• Validate assigned data for duplicates or mapping errors.
• Update and save records post-assignment.

Previous Step: How to Identify and Prioritize Subscription for Renewal Using the Dashboard
Next Step: How to Assign Subscription to Renewal Engineer

Key Terms

Table of Content

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1. Opening the Assign Subscription to Account Console

From the App Launcher, navigate to:
Renewal Manager → Subscription Console.

Then, select the Assign Subscription to Accounts tab.
This opens the Assign Subscription to Account Console, which displays a list of imported subscriptions available for assignment.

The console shows the following columns:

• Subscription Reference ID
• Part Number
• Subscription Type
• End Customer / Account
• Vendor

By default, a batch of approximately 1,000 records is loaded at a time.

2.Overview of Assign Subscriptions to Account Console  

The Assign Subscriptions to Accounts Console is designed to help Renewal Managers map imported subscription data to active customer accounts.

Layout Overview

Top Section: Displays server-level filters, refresh, and pagination controls.

Main Data Grid: Shows the subscription records with key details.

Action Menu: Includes import, save, and delete icons for record updates.

Each record in the console typically includes:

• Subscription Reference ID
• Part Number
• Subscription Type
• End Customer / Account
• Vendor

The data seen here is directly imported:

For Cisco, subscription details come via the Cisco API.

For other vendors, data is imported manually using the Import button (Excel format).

Because of the large data volume, the console loads records in batches.

• Use Load Next Chunk (+) to load the next 1,000 records.
• Use Load All to view the complete dataset.
  Pagination controls help navigate through large lists easily.

This view allows Renewal Managers to see which subscriptions are already assigned to customer accounts and which are yet to be mapped.

3. Using Filters to Locate Customer Accounts

There are two filter types in the console:

a. Server Filters (top of the page):
Used for broad-level filtering—such as vendor, account status, or assignment state.

b. Column Filters (in the grid):
Used for field-level refinement. You can filter by columns such as:

• Subscription Ref ID
• Part Number
• Account
• End Date
• Subscription Type

These filters can be applied together to narrow down results efficiently.

Once the filters are set, you can use Apply button to see the filtered view. The Reset Filter option allows you to go back to the default view removing all the applied filters- Server or Column.

4. Assigning Subscriptions to Accounts

Once you have filtered and located the correct records:

1. Select an unassigned subscription record.
2. Double-click the Subscription Type field.
3. Choose Regular or Enterprise Agreement (EA).
4. The Account column also becomes editable.
5. Enter or select the correct customer account name from dropdown.
6. Press Enter to confirm your entry. You will see the edited records highlighted in yellow.
7. After editing, two buttons appear in the top menu:

• Save – to finalize the assignment.
• Delete – to discard pending changes.

Bulk Assignment:
To assign multiple subscriptions at once, use the checkboxes on the left, then apply the same account and subscription type to all selected records.

5. Validating Assigned Data

Before saving, review your changes to ensure all subscriptions are correctly mapped.
Check for:

• Duplicate assignments (same subscription mapped to multiple accounts).
• Blank or mismatched account names.
• Incorrect subscription type (Regular vs. Enterprise Agreement).

Use column filters again to review assigned subscriptions or focus on specific vendors (e.g., Cisco True Forward EA subscriptions).

6. Updating Records Post-Assignment

Once validation is complete:

• Click the Save icon to commit changes.
• Use Delete to remove any incorrect assignment.
• Click Refresh to reload the console with updated data.

For non-Cisco vendors, Renewal Managers can use the Import button to upload subscription data in Excel format.

This keeps all subscription-to-account mappings synchronized and ready for renewal project creation.

6. Conclusion

In this article, you learned how to:

• Access and understand the Assign Subscriptions to Accounts Console.
• Locate subscriptions using filters.
• Assign subscriptions individually or in bulk.
• Validate assignments and update records post-assignment.

Next, you will learn how the managed subscriptions are assigned to a renewal project to continue with renewal process. 

Related Learning

• Introduction  to PrW Subscriptions
• How to Identify and Prioritize Subscriptions for Renewals