Migrating Data to Chargify

This guide provides the core resources for migrating data to Chargify.


Summary

Chargify Feature
Data Migration
You Need
Access to your data; experience mapping data in CSV files
Code
No
Difficulty
◉◎

DIY Migrations CSV Templates

Import subscriptions inside the Chargify app.

Subscription Import

Migration Method

Best for

Subscription Import

Importing subscriptions within the Chargify Application. This resource contains all of the general information, templates, field descriptions, and examples. Typically contain less than 200 subscriptions, no customer hierarchies, and no subscription groups.


Chargify-assisted Migrations CSV Templates

Chargify offers a collection of Chargify-assisted data migration solutions. General information, documentation, and templates are available here. Check with your Implementation Consultant to confirm a particular migration type is included in your Onboarding Package.

Customers & Subscriptions

Migration Method

Best for

Create Standard Subscriptions

Creates 1 normal customer, with 1 subscription, and 1 optional payment profile.

Create Customers

Creates any customer type (normal, child, parent), and then optionally creates 1 payment profile for that customer.

Create Advanced Subscriptions

Create any subscription type (normal or grouped), paid by any customer (normal, child, or parent) and associate it with the existing customer.

Create Customer Payment Profiles

Create any type of payment profile, and associate with the existing customer record.

 

Catalog

Migration Method

Best for

Create Products

Create products and product price points

Create Components

Create components and component price points

Create Coupons

Create coupons

Create EBB Segments

Create EBB segments

Create Product Families

Create Product Families

 

Open Balances
Ask your implementation consultant for templates. Availability based on onboarding package.

Migration Method

Best for

Open Invoices

Create open ad-hoc invoices for an existing subscription

Service Credits

Create a service credit balance for an existing subscription

Prepayments

Create a prepayment balance for an existing subscription

 


Migrating your Customer/Subscription Data (Chargify-assisted)

The general process for Chargify-assisted customer and subscription migration.

1. Get your smart template

  1. Open the Customer & Subscription Smart Templates   Open Templates

  2. Clone the Smart Templates into your Google Account
    When you open the Catalog Smart Templates in Google, click File > Make a copy.

    *Do not fill out your template in Excel. Fill it out in Google Drive.*

2. Fill in your data
Use the template documentation to guide you. This explains what each column represents.


See samples for more assistance.

3. Chargify performs the import(s) in test mode
Chargify’s Onboarding Team will run the import for you.

 

4. You confirm the results
Fix any errors as needed. Repeat steps 3 and 4.

5. Chargify performs the import(s) in live mode
If any questions arise, please ask your implementation consultant.
Was this article helpful?
1 out of 1 found this helpful