Introducing the Chargebee CLI
chargebee docs

Self Migration of data

Scope

I would like to migrate the data myself. What are the steps?

Summary

Self migration lets you complete the migration yourself. Migration is a bulk import into Chargebee. Use Bulk Operations or the Import APIs.

If you want to migrate data to Chargebee yourself:

  • Through the Chargebee app, use Bulk Operations.
  • Through APIs, use Import APIs.

If you want Chargebee migration engineers to run the migration, raise a request in the Chargebee app from Settings > Import and Export data > Raise a migration request.

Solution

Follow the self-migration prerequisites.

  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 that has pre-filled Chargebee fields in it.

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

  • Before you fill in the data, read the API documentation for the input value of each field.
  • Use the same format as the sample CSV.
  • Columns color-coded in green are required fields.
  1. Chargebee validates the uploaded file.
  • When validation succeeds, all the fields appear under Matched columns.
  • Unmatched columns that were not mapped to Chargebee fields appear in the Unmatched columns section (shown in the screenshot). You can skip the column or pick the right field.

After you select an action, click Next.

  1. By default, emails and webhooks are disabled so that no notification is sent during the import. You can deselect the boxes if you need them enabled during the import. Click Continue.
  1. After a successful import, you can view the imported data.

On your Test site:

Check Delete all data under the Subscription section on the Test site if you want to clear the subscription data on your Chargebee Test site while you try the import.

  1. Validate the imported data manually on your Chargebee Live site.

  2. After validation, cancel all the subscriptions in your previous billing system. This keeps customers from being billed twice.

Note: Disable notifications in your previous billing system so that no cancellation email is sent.

What are the prerequisites for self migration?