Outline
When migrating from another CRM or Gateway you will need to get in contact with the CRM/Gateway that you are running the billings through to let them know that you will be migrating your customers to a new CRM. Let them know that you will need the card numbers and/or rebill tokens to validate our rebill requests (dependent on how the gateway operates).
Once you receive the data from the gateway, you will need to adjust their file so that it contains the headers and data that the CheckoutChamp import is expecting to see. Follow the instructions below to determine which files/data you will need to prepare.
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Please be aware that the are the merchantId, campaignId, and productId are all required values on the Transactions file, and these value are found within your CRM. The merchantId is the ID found on the gateway list, the campaignId is the ID found on the campaign list, and then the productId is the ID found on the offers/upsells INSIDE the campaign. |
When you are ready with the file (or you can do this sooner), please place a request to our migration team as that is the team who will pull in the data. They are also a great resource if you have any questions about the files.
When it has been determined that the file is ready, my team will send SFTP credentials for the data to be posted into – where then we will pull it from the SFTP and into CheckoutChamp. When the data has been pulled into CheckoutChamp we will request that you look at the imported customers to ensure everything is looking as it should. We will also ask for you to Force Bill a few customers (force the next rebill) so we can confirm that the transaction reaches the gateway properly. It is typically suggested to do a smaller sample file first – and then we can proceed with uploading the rest after it is confirmed that the sample upload was successful.
Once it has been confirmed that everything is looking good on the imports, and after coordinating with you to ensure the billings in the old CRM/Gateway have been stopped – the last step is for the migration team to enable those migrated customers so that they get picked up on the rebill task moving forward.
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Instructions
Legacy Data can be imported into CheckoutChamp via .csv formatted import files.
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Transactions*
Customer Notes
Additional Customer Details (coming soon)
*Required
Depending on the information you intend to retain, you may choose to import customer notes and additional customer details.
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