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Post-migration checklist

Shopify Checkout integration BigCommerce Recharge Checkout on Shopify
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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. When you have verified the data from the migration, the Recharge team can remove the hold on your store.

Note: If you encounter any errors or issues when reviewing your data, please reach out to the Migrations team as soon as possible.

Step 1 - Download exports 

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

  • Subscriptions - All
  • Customers - Shipping Addresses
  • Charges - Queued
  • Orders - Pre-paid Queued

To download your exports:

  1. In the merchant portal, click the wrench icon 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 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 - Pre-paid Queued 
  • Confirm the shipping dates to ensure they are correct.

Step 3 - Spot check data in Recharge

Orders 

  1. Navigate to the Orders section in the merchant portal. 
  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 Pre-paid 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. Navigate to the Customers section in the merchant portal and open a customer.
  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. 
    1. Confirm the charge dates and shipping address are both correct.
    2. Confirm the price, shipping, taxes, and discounts in the subscription.
    3. Confirm the recurring properties and line item properties (if applicable).
    4. If the customer has pre-paid subscriptions, confirm that the shipment dates and upcoming charge date are correct. Ensure it shows the correct number of upcoming shipments and the correct shipment dates.
Note: On the customer search page, the Payment Method may show as Not-Validated. 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 - Contact Recharge

Once you are finished reviewing your data, contact the Recharge Migrations team to confirm completion. The hold will be removed from your account and processing will proceed as normal.

 

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