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Self Migration 


Self Migration empowers you to complete the migration process in a self-reliant way and on your own terms.

Migration simply put is a bulk import into Chargebee, hence being accommodated with our Bulk Operations feature and Import APIs.

If you are looking at migrating data to Chargebee yourself

  • through the Chargebee app, then use Bulk Operations.
  • through APIs, then use Import APIs .

This doc explains the process for doing a self-reliant migration to Chargebee using Bulk Operations.

If you are looking at migrating to Chargebee with the help of our Migration engineers, raise a request to us in the Chargebee app by clicking Settings > Import and Export data > Raise a migration request.

Prerequisites 

  1. Complete your Chargebee site setup. Try out a few mock transactions to test and ensure the flow works as expected.
  2. Stop taking new sign ups through your existing billing platform. Take them in through Chargebee Live site.
  3. Ensure the 3rd party applications you are using won't be affected by the import.

Important:

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

Steps Involved 

1) In your Chargebee app, go to Settings > Import and Export Data > Choose a bulk operation and select the bulk operation you need to perform.

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

3) Fill your data into the CSV file and upload it.

  • Prior to filling in the data for upload, read through our API doc 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.

4) 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(in the screenshot below). You can choose to skip the column or pick the right field.

After selecting the choice of action, click Next.



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




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



On your Test site:

Check Delete all data under Subscription section in TEST site if you want to clear all the subscription data on your Chargebee Test site during the try out.

7) Validate the imported data manually in your Chargebee Live site.

8) 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 as well to ensure no cancellation email is sent.

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