Migration deliverables

What you receive at every stage of your migration.

Every deliverable below is a real artifact your team reviews and approves before the migration moves forward. The tools Chargebee uses to produce them are noted underneath.

A plan, a design doc, and a schedule

3 deliverables

Before any data is touched, your team has a shared design, a signed-off plan, and a schedule tied to your go-live date.

Three documents produced before any data is touched. They give your team and ours a shared design, a signed-off plan, and a schedule tied to your actual go-live date.

Migration talk track

Discovery call guide

Built from your signed SOW, this gives your implementation consultant a structured guide for the kickoff call: what to cover, what to probe, and what risk areas to flag, tailored to your source system.

What it contains

  • Questions organized by phase: discovery, scoping, risk assessment, planning
  • Source-system-specific probing prompts, not a generic script
  • Red-flag indicators and risk areas pulled from your agreement
WhenShared before the kickoff call
Migration design doc generator

Technical design document

Generated from your SOW in one step: the complete data migration section as a formatted Word document. Covers entity mapping, transformation rules, environment setup, validation criteria, and rollback approach.

What it contains

  • Field-level mapping for all supported source types: Stripe, Zuora, Recurly, CB Template, raw data
  • Sandbox and live environment notes captured separately
  • Sign-off criteria and rollback approach defined before build starts
WhenShared for review before any build work begins
Migration project plan generator

Project plan

A date-aware multi-sheet Excel workbook with every task scheduled against your go-live date. Supports Big Bang and Phasewise approaches, with separate sandbox and live windows per source system and an auto-generated Gantt chart.

What it contains

  • Full task list with Chargebee and customer responsibilities pre-mapped
  • Effort split by extraction, sample migration, QA, delta loads, and live cutover
  • Minimum 2-working-day gap enforced between sandbox sign-off and live cutover
  • Auto-generated Gantt chart: day view for short projects, week view for longer ones
WhenShared at the start of the engagement

Your data mapped, analyzed, and staged

4 deliverables

Your source data is understood, mapped, and ready for the pipeline before transformation begins.

Four artifacts produced before transformation begins. Together they confirm that your environments are ready, your data is understood, the mapping is agreed, and records are staged for the pipeline.

Field mapper

Field mapping spec

Maps every column in your source files to the corresponding Chargebee import field. This spec is the single reference all downstream ETL and import steps read from, and works for standalone bulk imports as well as full migrations.

What it contains

  • Source-column to Chargebee field mapping per entity type
  • Unmapped required fields and data-type mismatches flagged
  • Output feeds directly into ETL and migration accelerator steps
WhenAgreed before transformation is configured
Account creation

Environment confirmation log

Confirms source system credentials and Chargebee site provisioning before the pipeline runs. Sets up the input and output folders the pipeline depends on, so there are no environment blockers when data starts moving.

What it contains

  • Source system access and Chargebee sandbox and live site provisioned
  • Input and output folder structure for the migration pipeline
  • Step-by-step checklist tailored to the migration template type
WhenCompleted before any extraction or import begins
Raw data analysis

Migration readiness report

An AI analysis of your source files: column structure, data types, completeness gaps, anomalies, and mapping conflicts, with a custom prompt option for non-standard data sets. Outputs a field mapping document and transformation logic recommendations.

What it contains

  • Column structure, data types, null rates, and anomalies per field
  • Missing required fields, duplicate records, and format inconsistencies flagged
  • Field mapping document and transformation logic recommendations generated
  • Re-runnable iteratively with revised prompts as the data changes
WhenProduced before transformation is configured
Raw data to DB

Staged dataset

Your source records validated against the Chargebee-compatible target schema and loaded into the staging database. Schema mismatches and missing required fields surface here, before the ETL pipeline runs, with a full insertion summary log.

What it contains

  • Records validated against target schema before insertion
  • Direct insert into the staging database with no intermediate conversion step
  • Batch processing for high-volume source files
  • Insertion summary log for QA reference
WhenAvailable in staging before the ETL pipeline runs

A migration run with a full audit trail

2 deliverables

Every record imported is logged with a full audit trail your team can reference.

Two artifacts produced during the migration run, giving your team visibility into exactly what was imported and a complete, referenceable record of every step.

ETL tool and migration accelerator

Migration run report

A full audit trail of the import: every batch, its timestamp, pass and fail counts, and the transformation steps applied. The ETL tool validates outputs offline against Chargebee API rules before import; the migration accelerator surfaces errors by type in real time during the run.

What it contains

  • Transformation lineage across every run with FRESH/STALE tracking so nothing is transformed twice
  • Chargebee API (EEP) validation applied offline before any record is imported
  • Real-time error surfacing by type during import, not at the end of the run
  • Pass/fail rates, record counts, and batch IDs for post-migration reference
WhenAvailable immediately after each migration run
CB API to API migration

Site-to-site transfer log

For moves between two Chargebee sites: a per-record success and failure log covering every entity transferred. Runs with parallel workers for throughput. Contacts, promotional credits, scheduled changes, ramps, and contract terms are all carried automatically. Email masking and auto-collection are disabled on test sites during the run.

What it contains

  • Per-record success and failure status with full error details for triage
  • Plan, coupon, customer ID, and subscription ID mapping where source and destination differ
  • Multi Business Entity (MBE) support for cross-entity migrations
  • Email masking and auto-collection disabled on test sites to prevent accidental billing
WhenProduced for CB-to-CB site moves only

A QA report both teams review and approve

2 deliverables

Nothing moves to your live site without both teams reviewing and signing off.

Two documents your team signs off on before anything reaches your live site. No migration moves to cutover without both reviewed and approved.

Migration QA and validation

QA sign-off report

A comprehensive validation across every migrated record: entity counts, revenue reconciliation across all revenue columns, subscription status checks, and field-level spot checks. Runs for both sandbox QA and post-live validation. Exportable for both teams to review and approve.

What it contains

  • Source vs. migrated record counts per entity: customers, subscriptions, invoices, credit notes
  • Full revenue reconciliation across all revenue columns
  • Pass/fail status with error details per record
  • Exportable report for customer sign-off; supports both sandbox and live validation rounds
WhenReviewed and approved before go-live is scheduled
Error correction studio

Corrected import file

If validation surfaces failures, the error correction studio parses the validator output, groups errors by category, applies AI-assisted correction suggestions, and produces a corrected re-importable file with a correction log attached. Tracks resolution progress across re-import iterations.

What it contains

  • Errors grouped as blocking vs. non-blocking with priority ranking
  • AI-assisted correction suggestions per error category
  • Batch correction for high-volume error sets
  • Correction log carried into the final QA report
WhenProduced when validation surfaces failures; iterated until QA passes

A runbook and a configuration check before go-live

2 deliverables

Cutover

Two documents prepared and shared with your team before go-live day. Cutover has a named owner and a timestamp for every step, and a rollback path defined in the same document.

Cutover plan generator

Go-live runbook

A complete 29-step go-live plan generated from your account details and cutover date. Every step has an owner, a timestamp in both EST and IST, and pre-written stakeholder updates at each milestone. Rollback triggers and procedure are defined in the same document. Exports as Word for sharing with your team before go-live day.

What it contains

  • 29-step cutover plan from pre-checks through post-migration sign-off
  • EST and IST timings for every step with no manual timezone conversion
  • Rollback trigger conditions and rollback procedure clearly defined
  • Pre-written stakeholder communication at each key milestone
WhenShared with your team before go-live day as a Word document
Site comparator

Configuration diff report

A side-by-side diff of configuration between your sandbox and production Chargebee sites. Divergences are ranked by severity so gaps are identified and resolved before the go-live call. Also used during incident triage after release.

What it contains

  • Full diff across plans, gateways, coupons, email templates, and webhooks
  • Divergences ranked: blocking vs. advisory
  • Works across any two Chargebee sites your team can access
WhenReviewed as part of the go-live readiness check
Ready when you are

Bring your source system. We will scope the move.

Stripe, Zuora, Recurly, or something built in-house: our migration team can scope the effort against your real data before you commit to a date.

Talk to a migration engineer

No cutover without a validation report both teams have signed off on.