How to enable Latest Product Catalog? What are some key changes to note?

Problem Statement

This article is for customers using Legacy Product Catalog who want to migrate to Latest Product Catalog.

Related Scenarios

• I want to understand the new features of Latest Product Catalog
• I want to test the new features on my test site
• I am an existing Chargebee user — how do I migrate to Latest Product Catalog?
• Are there any limitations for Latest Product Catalog?

Solution

Latest Product Catalog can be easily enabled on an existing Chargebee site. Though there are no limitations, there are a few prerequisites to consider before migration to ensure the process is smooth.

Some of the prerequisites are

• First, you experience the exciting features of Latest Product Catalog firsthand by creating a new test site. Here's more on how to create a new test site (this will be your trial site and will be discarded once we proceed further with migration)

• Understand the Compatibility of your preferred third-party integrations with the Chargebee team as some of the third-party integrations are still a work in progress. (our support team will be guiding you through this step as well)

Important points to know before upgrading to Latest Product Catalog

1. Subscriptions:

You cannot create a new subscription without creating a customer record. In Legacy Product Catalog, if you navigate to the subscriptions tab and choose 'Create new subscription', it will automatically create a customer and subscription record. However, with Latest Product Catalog, you would need to ensure that there is an existing customer record, or you would need to create a new customer record while choosing the 'create new subscription' option.

2. Third-party integrations:

The third-party integrations listed below are incompatible with Latest Product Catalog and will work with Legacy Product Catalog only:

• Mailchimp

• WordPress

• Referral Candy

• ActiveCampaign

• Natero

• Baremetrics

• Klaviyo

• Groww

• EagleEye

• Pipe

• Encharge

Other than this, there are a few other key changes to be made

You will need to update the objects if you use Chargebee APIs for Checkout, custom integrations, or drop-in script.

You will be upgraded to our Leap UI.

You must be on Salesforce Integration v1.48 or above

As a part of Latest Product Catalog Upgrade, you will merge Plans/Addons, which are the same product/service but have different currency/billing frequencies, into a single plan where the plans in Legacy Product Catalog become individual price points in Latest Product Catalog. Please review the Product Family structure for more information.

This is why we recommend that you sign up for a free test site (which will automatically be on Latest Product Catalog) to see and understand the difference between Legacy Product Catalog and Latest Product Catalog firsthand.

Here are a few links on Latest Product Catalog which I think would be helpful.

Introduction Video

Help documentation (this is the documentation curated for Latest Product Catalog)

API Documentation (this is the API document curated specifically for Latest Product Catalog, and these are the API calls you will be using with Latest Product Catalog)

Refer to your Chargebee CSM or support team for the process and timelines for migration.