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Self Migration

Self Migration simply put is a bulk data import into Chargebee, hence being accommodated with our Bulk Operations feature and Import APIs. Self Migration allows you to configure the data and empowers you to complete the data migration to Chargebee using Bulk Operations.

You can migrate your data to Chargebee in two ways:

  • Use Bulk Operations to migrate through the Chargebee application.
  • Use Import APIs to migrate through APIs.

Note:

  • Contact migration engineers when you have bulk data to import or export.
  • If you are looking at migrating your data to Chargebee with the help of our Migration engineers, raise a request to us in the Chargebee application by clicking Settings > Import and Export data > Bring data into Chargebee.

Prerequisites

Following are the prerequisites for Self Migration:

  1. Complete your Chargebee site setup. Try out a few mock transactions to test and ensure the flow works as expected.

  2. Ensure that integration with Chargebee works as intended in your environment with all the connected systems.

Recommendation:

Stop taking new sign ups through your existing billing platform. Take them in through Chargebee Live site.

Important:

Test the import once by importing the data to your Chargebee Test site using the following steps.
Log in to your Test site and check if the data is imported as expected. You can then clear your Test site and perform Live site import.

Setting up the Self Migration

  1. In your Chargebee application, click Settings > Import & Export Data > Choose a bulk operation.

  2. Select the bulk operation you need to perform from the drop-down. Based on the selection, relevant options are displayed.

  3. Download the sample CSV file which has pre-filled Chargebee fields in it.

  4. Enter the data into the CSV file and upload it.

    • Before you fill in the data for upload, read through our API documentation to understand the input value for each field.
    • We prefer data to be in the same format as the sample CSV.
    • Columns color-coded in green are compulsory fields.

  5. Validation is performed for the uploaded file.

    • Positive validation shows all the fields in Matched columns.
    • If there are unmatched columns in the CSV which were not mapped automatically to the exact Chargebee fields, it is displayed in the Unmatched columns section (as shown in the screenshot below).
      You can choose to skip the column or pick the right field.
    • After selecting the choice of action, click Next.

  6. By default, emails, and webhooks are disabled to ensure no notification is triggered during the import.
    You can deselect the boxes if you need them enabled during import. Click Continue to proceed.

  7. Following a successful import, you are given the option to view imported data.

    • Check Delete all data under the Subscription section in the TEST site option if you want to clear all the subscription data on your Chargebee Test site during the tryout.
    • In case of an error in import, you are given the option to fix the error in later steps or to proceed further or cancel the import.
    • You can either fix the error or skip the record.

  8. Validate the imported data manually in your Chargebee Live site.

  9. Post validation, cancel all the subscriptions in your previous billing system. This ensures your customers are not billed twice.

Note:

Make sure you disable the notification in your previous billing system to ensure no cancellation email is sent.

See also

API References

Articles & FAQs

Self Migration of data
What are the prerequisites for self migration?

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