SSP PayPlan File - Column Reference

Payment plan configurations with terms, first payment settings, and web display options

Quick Reference

Metric	Value
File Name	`PayPlan.xlsx`
Total Columns	14
Required Columns	1
Primary Key	`zk_PayPlanID`
Foreign Keys	1

All Columns

Column Name	Description	Data Type	Required	Compatible S360 Types
`zk_PayPlanID` PK Required	Payment plan ID (primary key)	ID/Key	Yes	Plain Text, Single Selection
`PlanName`	Payment plan name	Text	No	Plain Text, Formatted Text, Single Selection
`Term`	Term this plan applies to	Text	No	Plain Text, Formatted Text, Single Selection
`Year`	Year this plan applies to	Text	No	Plain Text, Formatted Text, Single Selection
`Description`	Plan description	Text	No	Plain Text, Formatted Text, Single Selection
`ClassType`	Class type (Group, Private)	Text	No	Plain Text, Formatted Text, Single Selection
`FirstPayment`	First payment amount	Currency	No	Money, Number, Decimal
`FirstPaymentPercent`	First payment as percentage	Number	No	Number, Decimal, Percentage
`DefaultPlan`	Is default payment plan	Boolean (Yes/No)	No	Boolean, Plain Text, Single Selection
`zi_WebDescription`	Web display description	Text	No	Plain Text, Formatted Text, Single Selection
`zi_List_PayPlanDates`	Comma-separated payment dates	Text	No	Plain Text, Formatted Text, Single Selection
`zi_FirstPayDisplay`	First payment formatted display	Text	No	Plain Text, Formatted Text, Single Selection
`zk_TermID` FK → TermYear	Term ID reference	ID/Key	No	Plain Text, Single Selection
`zk_TermYear_c`	Combined term-year key	Text	No	Plain Text, Formatted Text, Single Selection

Field Details by Category

Primary Key

This field uniquely identifies each record and is required for data matching during sync operations.

zk_PayPlanID - Payment plan ID (primary key)

Foreign Keys

These fields reference records in other SSP files. Import the referenced files first to ensure proper linking.

zk_TermID - References TermYear.xlsx: Term ID reference

Mapping to Simply360

When configuring the SSP integration, map these columns to Data Fields in your Simply360 Data Collections. The "Compatible S360 Types" column above shows which Data Field types can accept data from each SSP column.

Data Type Compatibility Guide

ID/Key fields → Use PLAIN_TEXT to store SSP identifiers
Text fields → Use PLAIN_TEXT, FORMATTED_TEXT, or SINGLE_SELECTION_FROM_LIST
Number fields → Use NUMBER, DECIMAL, or PERCENTAGE
Currency fields → Use MONEY for proper currency formatting
Date fields → Use DATE or DATE_TIME
Boolean fields → Use BOOLEAN for yes/no values
Email fields → Use EMAIL_ADDRESS for email validation
Phone fields → Use PHONE_NUMBER for phone formatting

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