Migrating Data to Maxio

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

Methods
Overview Basic DIY Onboarding-assisted Scenarios

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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

◉◉◎◎◎

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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

◉◎◎◎◎

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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

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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.

Scenarios

Import previously paid invoices for your customers to view in the Billing Portal

Use Case
Your business is moving to Maxio, but your customers have invoices from a previous billing system. You want to show your customers their complete invoice history when they view their Billing Portal.

Steps
1. Use the Invoices V2 import template    Open
2. Clone the template into your own Google Drive account
3. Enter your data in the CSV file
4. Onboarding will import your invoices

Example - Importing invoices from 2022
As an example, we'll import 6 invoices from the first half of 2022, one for each month. Each invoice contains 1 Gold Product and 5 User Seats. Each invoice was issued, due, and paid on the 1st of the month. The service period is the full calendar month.



Data Values
Using the top row, the values we set are:

issue_date set to 2022-01-01
due_date set to 2022-01-01
payment_received_on set to 2022-01-01
start_date set to 2022-01-01
end_date set to 2022-02-01


Billing Portal View



Full invoice View



Advanced Billing Payment View



Optional - Hide Invoice History
At the bottom of the invoice, the Invoice History denotes that this invoice was created (imported) on 15 Nov 2022. If you would like to hide the invoice history from all invoices, go to Config > Settings > Invoices > Document Settings > checkmark "Hide history".

Syncing to Advanced FinOps
When importing invoices to show your customers in the Billing Portal, the typical approach is to not sync the invoices to Advanced FinOps.

Note about Maxio Plan Types
Some Maxio plans include fees based on recorded payments. Please check with your implementation consultant prior to importing any paid invoices into your production environment.