Post-migration checklist

Once the migration is complete, but prior to recurring order processing, you must complete the post-migration checklist. This will ensure that data has been reviewed and confirmed as accurate. This checklist provides information on where to locate your data and important areas to review. When you have verified the data from the migration, the Recharge team can remove the hold on your store.

Before you start

You will need to download a copy of the following exports:

• Subscriptions - All
• Customers - Shipping Addresses
• Charges - Queued
• Orders - Prepaid Queued

To download your exports:

1. In the Recharge Dashboard, click the wrench icon and select Exports from the dropdown menu.
2. Click Create Export.
3. In the Select Export Type dropdown, select one of the exports listed above.
4. Name the export and enter your email address, then select Create Export.  (For some exports, there may be a date range selector.  For these, enter a range that encompasses all of your data.)
5. Repeat process for the rest of the exports listed above.

The exports will be sent as an attachment in an email to the address you entered.

Step 1 - Review exports data

• Subscriptions - All
  • Confirm the number of active subscriptions and inactive subscriptions imported from the Status column is correct.
  • Confirm the correct subscription item is assigned to the correct customer.
  • Confirm the recurring price and quantity is correct.
  • Review the order_interval_frequency, charge_interval_frequency, and order_interval_unit_type columns to ensure the frequency and intervals are correct.
  • If applicable, check the charge_day_of_month or charge_day_of_week column.
• Customers - Shipping Addresses
  • Check all the columns related to shipping to confirm that the address information is correct.
• Charges - Queued
  • Confirm the charge date in the scheduled_at column for each subscription to ensure each item is on the correct date.
  • Confirm there are no dates in the past.  If so, let Recharge know the reason and if it is expected.
  • Confirm the amount, discount, shipping, and taxes.  The total_price column shows the total including shipping, taxes, and each item of the charge.  Some rows may be blank because each row represents a separate item and Recharge only lists the amount once for the whole charge.
  • Confirm the billing address columns are correct.
• Orders - Prepaid Queued
  • Confirm the shipping dates to ensure they are correct.

Step 2 - Spot check data in Recharge

Orders

Navigate to the Orders section in the Recharge Dashboard. 

• Upcoming tab
  • Confirm there are no charges in the past
  • Spot check upcoming charge dates to ensure they are correct
• Errors and Pre-paid Errors tabs
  • Look to resolve any errors based on the messages presented.  If there are a large number of errors, contact Recharge to diagnose with you.

Customers

Navigate to the Customers section in the Recharge Dashboard and open a customer.

• On the customer search page the Payment Method may show Not-Validated. This just means we haven't processed a charge for that customer. When we process a charge it will change to valid.
• Confirm customer’s subscription items are accurate.
• Check the Billing information page to ensure the card data is present.
• Click See Details next to the customer’s address
  • Confirm the charge dates and shipping address are correct
  • Confirm the price, shipping, taxes, and discounts of the subscription
  • Confirm the recurring properties and line item properties (if applicable).
  • If the customer has prepaid subscriptions, confirm the shipment dates and upcoming charge date are correct.  Also ensure it shows the correct number of upcoming shipments and the correct shipment dates.

Step 3 - Contact Recharge

Once you are finished reviewing your data, contact the Recharge team to confirm completion.  At this point, we will remove the hold on your account and processing will proceed as normal.