Migrating Data to Maxio

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

Methods
Overview Basic DIY Onboarding-assisted


Overview

Method

Best if...

Basic DIY

Choose this method if you would are importing subscriptions yourself, and your import meets the following criteria:

Your import is:
- Approx. 200 subscriptions, or less (per import file)
- Basic subscriptions only (see below)

Your import does not have:
- Customer hierarchies
- Subscription groups
- Subscription for an existing customer that needs to specify an existing payment profile
- Multiple coupon codes per subscription
- Custom pricing
- Component handles

Onboarding-assisted

Anything other than the above

Examples:
- Subscriptions (standard, grouped, parent/child)
- Customers (normal, parent, child)
- Payment Profiles
- Catalog (products, components, coupons, EBB segments, product families)
- Invoices
- Service credits
- Prepayments

Summary

Feature
Data Migration
You Need
1. Access to your data
2. Experience mapping data in CSV files
3. Basic experience with importing data into a software
4. Experience debugging errors
Code
No
Difficulty
◉◉◎◎◎

DIY Subscription Migrations Templates

Import subscriptions in Advanced Billing. More details here: Subscription Import.

Summary

Feature
Data Migration
You Need
1. Access to your data
2. Experience mapping data in CSV files, but no import/scripting experience required
3. A qualified Onboarding plan or service package
Code
No
Difficulty
◉◎◎◎◎

Types of Onboarding-assisted Migrations CSV Templates

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

 


Getting started

The general process for Onboarding-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. Onboarding performs the import(s) in test mode
The Onboarding Team will run the import for you.

 

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

5. Onboarding performs the import(s) in live mode
If any questions arise, please ask your implementation consultant.
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