How Migration Works
| Phase | What Alguna Does | What You Provide |
|---|---|---|
| Audit | Review your current billing, contracts, and integrations | Access to existing systems |
| Planning | Map your pricing to Alguna, identify edge cases | Business requirements |
| Setup | Configure products, plans, and workflows | Review and approve |
| Data Migration | Import customers, subscriptions, and history | Data exports or API access |
| Testing | Run parallel billing, validate invoices | Spot-check results |
| Cutover | Switch production billing to Alguna | Coordinate timing |
Pre-Migration Checklist
Business Information
Company Details
Company Details
- Legal entity name
- Business address
- Tax registration numbers (VAT, GST, etc.)
- Default currency
- Invoice branding (logo, colors)
Pricing Structure
Pricing Structure
- Current pricing tiers and plans
- Usage-based components (metrics, units, rates)
- Discounting policies
- Contract terms (commitment periods, renewal terms)
- Custom pricing for enterprise customers
Billing Processes
Billing Processes
- Billing frequency (monthly, annual, custom)
- Invoice due dates and payment terms
- Dunning process for failed payments
- Credit and refund policies
- Proration rules
Existing Systems
Current Billing System
Current Billing System
- Platform name (Stripe Billing, Chargebee, Recurly, custom)
- Number of active customers
- Number of active subscriptions
- Monthly billing volume
- Admin access for audit
Payment Processing
Payment Processing
- Payment processor (Stripe, Adyen, etc.)
- Stored payment methods to migrate
- PCI compliance requirements
- Multi-currency support needs
Integrations
Integrations
- CRM (Salesforce, HubSpot)
- Accounting (QuickBooks, Xero, NetSuite)
- Data warehouse (BigQuery, Snowflake)
- ERP systems
- Tax providers (Avalara, TaxJar)
Alguna Audit Process
When you engage Alguna for migration, our team performs a comprehensive audit:Step 1: Data Collection
We request exports or API access to gather:| Data Type | Purpose |
|---|---|
| Customer list | Import accounts with billing details |
| Active subscriptions | Recreate plans and pricing |
| Invoice history | Establish baselines and validate migration |
| Usage data | Configure metering and verify calculations |
| Payment methods | Migrate cards and bank accounts |
Step 2: Pricing Analysis
We analyze your pricing structure and map it to Alguna:- Flat fees → Products with fixed pricing
- Per-seat → Products with quantity-based pricing
- Usage-based → Billable metrics with aggregation rules
- Tiered pricing → Volume or graduated tier configurations
- Custom contracts → Enterprise plans with overrides
Step 3: Gap Identification
We identify edge cases and special handling:- Grandfathered pricing for legacy customers
- Mid-cycle subscription changes
- Pending credits or account balances
- Partial billing periods during cutover
- Custom invoice formatting requirements
Step 4: Migration Plan Delivery
You receive a detailed migration plan including:- Product and plan configuration in Alguna
- Data import mapping and validation rules
- Integration setup steps
- Parallel testing approach
- Cutover timeline and rollback plan
Data Migration Checklist
Customer Data
| Field | Required | Notes |
|---|---|---|
| Customer ID | Yes | Use as alias for linking |
| Company name | Yes | |
| Billing email | Yes | |
| Billing address | Yes | For tax calculation |
| Tax ID (VAT/GST) | If applicable | |
| Payment terms | If non-default | NET-30, NET-60, etc. |
Subscription Data
| Field | Required | Notes |
|---|---|---|
| Plan/Product | Yes | Map to Alguna plan |
| Start date | Yes | |
| Current period end | Yes | For proration |
| Billing frequency | Yes | Monthly, annual, etc. |
| Quantity/Seats | If applicable | |
| Custom pricing | If applicable | Per-customer overrides |
| Contract end date | If applicable | Commitment tracking |
Historical Data
| Data | Recommended | Purpose |
|---|---|---|
| Invoice history | Yes | Customer portal, support |
| Payment history | Yes | Revenue reporting |
| Usage history | If usage-based | Validate metering |
| Credit/Balance history | If applicable | Migrate balances |
Integration Setup Checklist
CRM Integration
Accounting Integration
Connect Accounting System
Navigate to Settings → Integrations and connect QuickBooks, Xero, or NetSuite.
Testing Checklist
Before going live, verify:Invoice Validation
- Invoice totals match expected amounts
- Line items are correctly itemized
- Tax calculations are accurate
- Discounts apply correctly
- Proration calculations are correct
Workflow Validation
- New customer signup works end-to-end
- Subscription changes (upgrade/downgrade) work
- Usage events are received and metered
- Payment collection succeeds
- Webhooks fire for key events
Integration Validation
- CRM records update correctly
- Accounting entries post correctly
- Customer portal shows accurate data
- Emails send with correct content
Cutover Checklist
Pre-Cutover (T-1 Day)
- Final data sync from old system
- Verify all active subscriptions imported
- Confirm payment methods migrated
- Test webhook endpoints are ready
- Notify internal teams of cutover timing
Cutover Day
- Disable billing in old system
- Run final subscription sync
- Enable billing in Alguna
- Monitor first batch of invoices
- Verify payments process correctly
Post-Cutover (T+1 Day)
- Review overnight invoices and payments
- Check for any failed payments
- Verify webhook delivery
- Confirm accounting sync
- Document any issues for follow-up
Support During Migration
Alguna provides dedicated support throughout migration:| Support Type | What’s Included |
|---|---|
| Migration Manager | Single point of contact for your migration |
| Technical Support | Help with API integration and data mapping |
| Parallel Billing | Run both systems side-by-side before cutover |
| Go-Live Support | Real-time monitoring during cutover |
| Post-Migration Review | Validate everything is working correctly |