Will the plan ID be linked to the subscriptions in Legacy Product Catalog be changed after the site is migrated to Latest Product Catalog?

Scope

Why do we need to change our Plan/Addon/Charge IDs?

Can we leave our Archived Plans out of this migration?

How will this migration affect my existing subscriptions and customers?

We have more than one Live Site with Chargebee, can we merge our sites as a part of Latest Product Catalog migration?

Summary

During the migration from Legacy Product Catalog to Latest Product Catalog, item plans and addons are created. It is important to know how the ids are mapped with the price points.

Solution

The Latest Product Catalog upgrade is a structural change to the Product Catalog. Actual Plan/Addon attributes like PLAN_ID*/NAME/PRICE are not changed. While the site is in Legacy Product Catalog, every subscription will be linked to the plan ID. In Latest Product Catalog, subscriptions will be linked to the item price id.

In this Legacy Product Catalog to Latest Product Catalog migration process, we create a plan item and the relevant Legacy Product Catalog plan id becomes the item price id under this plan item.

Subscriptions and Invoices reference PLAN_ID to retrieve pricing and other data points from the product catalog. Under typical circumstances, PLAN_ID remains the same.

Change IDs

PLAN_ID changes are required when your plans or addons have special characters (£, &, !, etc) that are not supported in Latest Product Catalog, Kindly Note that the only special characters supported in Latest Product Catalog are Hyphen (-) and Underscore (_), The Second reason for ID changes are when there are duplicate IDs between a plan and an addon. In these circumstances, you will have an additional error resolution sheet in the Latest Product Catalog template. You can review the suggested changes and the ID changes will be taken care of by Chargebee during the migration

Archived Plans

We need to include archived plans in Latest Product Catalog migration because subscriptions and invoices records are likely linked to the plans and addons. So it is necessary to move all the plans and addons to Latest Product Catalog, including the archived ones. However, if no subscriptions are attached to the plans and addons that you do not want to move to Latest Product Catalog, you can delete them immediately in Legacy Product Catalog.

Merge multiple Chargebee sites

Site Merging is a separate activity that can be performed before or after the Latest Product Catalog Upgrade. Please, reach out to your CSM to request support from the migration team for this activity.