What are the prerequisites for self migration?

Problem Statement

You want to perform self migration of data and cards and need to know the prerequisites.

Solution

Complete these prerequisites before self migration. For the full process, see Self migration of data.

Configuration steps

1. Complete your Chargebee site setup. Run a few mock transactions to verify the flow.

2. Stop taking new signups through your existing billing platform. Use the Chargebee Live site for new signups.

3. Ensure third-party applications you use will not be affected by the import. Test the import on your Chargebee Test site first. Log in to your Test site, verify the imported data, then clear the Test site and perform the Live site import.