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Post-migration checklist

Shopify Checkout integration Recharge Checkout on BigCommerce Recharge Checkout on Shopify BigCommerce Checkout Integration
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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. 

Step 1 - Download exports 

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 merchant portal, click Data and select Exports. 
  2. Click Create Export.
  3. In the Select Export Type dropdown, select one of the exports listed above.
  4. Name the export, enter your email address, and enter a date range that encompasses all of your data (the date range is only applicable for some exports). 
  5. Select Create Export. 
  6. Repeat the process for the rest of the exports listed above.

Step 2 - Review exports data

The exports will be sent as attachments to the email address you specified. Refer to the table below to accurately review the downloaded exports. 

Export name 

What to review 
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 correct frequency and intervals.
  • 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 3 - Spot check data in Recharge

Orders 

  1. In the merchant portal, click Orders.
  2. Click the Upcoming tab and confirm there are no charges in the past, and check upcoming charge dates to ensure they are correct. 
  3. Click the Charge errors and Prepaid errors tabs to resolve any errors based on the error listed. If there are a large number of errors, contact the Recharge Migrations team for assistance. 

Customers 

  1. In the merchant portal, locate and open a customer's account.
  2. Confirm the customer's subscription items are accurate. 
  3. Click Payment methods to ensure the card data is present. 
  4. Click Subscriptions to return to the subscriptions page. Click See details next to the Address ID. 
      • Confirm the charge dates and shipping address are both correct.
      • Confirm the subscription's price, shipping, taxes, and discounts.
      • Confirm the recurring properties and line item properties (if applicable).
      • If the customer has prepaid subscriptions, confirm that the shipment dates and upcoming charge dates are correct. Ensure it shows the correct number of upcoming shipments and the correct shipment dates.
Note: The Payment Method may show as Not-Validated on the customer search page. This means that Recharge has not yet processed a charge for that customer. When a charge is processed, the payment method will change to valid.

Step 4 - Bundles migrations

If migrating bundles: Export bundle selections and confirm your selections appear as expected. 

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