Milestone 8: Migrate Your Existing Customers to Zuora
Overview
Zuora Internal Documentation. This article is intended for Zuora only. Do not share or distribute publicly.
This milestone will tackle bringing over your existing customers and their orders into Zuora. You'll use Zuora built-in functionality to quickly load the following data:
- Accounts
- Contacts
- Payment Methods
- Subscriptions
After you're done, you'll be able to produce the next invoice for all of your customers out of Zuora. Going forward, Zuora will now be able to reguarly invoice your customers, and handle all of their subscription lifecycle requests.
To complete this milestone, you'll need to assemble all of the information around your existing accounts, this includes:
- Name and Address: To who your services were sold to, and who you're going to send the bill to, if different.
- Current services: What the customer has ordered and is currently being billed for.
- Last Invoice Date: Zuora will pick up from the next invoice date.
Note: You should be able to easily load up to 500 customers on your own. If you need to migrate a larger number of customers or need to take care of open invoice balances, please let us know.
What's Next
Proceed to Part 1: Loading Accounts.