Chargent Support Center


Best practice for data migration

Since data migration contains sensitive date specific to your organization we recommend the following.  
 
  • Upload in small batches to test
  • Make sure that the information you are uploading knows what records append
     
For recurring billing you want to make sure the following fields are populated.
 
  • Payment Status = Recurring
  • Payment Start Date 
  • Payment Frequency

For additional Migration help, here is an Open Source Data Migration tool provided by an outside source that can be helpful if you know JSON.  Keep in mind Chargent doesn't support this migration tool since it's not a part of Chargent's products.


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