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Product Catalog 1.0
Self Migration, simply put, is a bulk data import into Chargebee using our Bulk Operations feature and Import APIs. It allows you to configure your data and complete the migration to Chargebee on your own.
You can migrate your data to Chargebee in two ways:
Note:
Prerequisites for Self Migration:
Recommendation:
Stop taking new sign-ups through your existing billing platform. Accept new sign-ups through the Chargebee Live Site.
Important:
Test the import 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 the Live Site import.
In your Chargebee application, click Settings > Import & Export Data > Choose a bulk operation.
Select the bulk operation you need to perform from the drop-down. Based on the selection, relevant options are displayed.
Download the sample CSV file, which has pre-filled Chargebee fields.
Enter the data into the CSV file and upload it.
Validation is performed for the uploaded file.
By default, emails and webhooks are disabled to ensure no notification is triggered during the import.
You can enable them if needed. Click Continue to proceed.
After a successful import, you can view the imported data.
Validate the imported data manually in your Chargebee Live Site.
After validation, cancel all subscriptions in your previous billing system. This ensures your customers are not billed twice.
Note:
Make sure you disable notifications in your previous billing system to ensure no cancellation email is sent.
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