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Perform data migration

Zuora

Perform data migration

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On the Data Migration page, you can perform data migration to generate booking and billing transactions for historical data in your Billing tenant. You can also view the migration logs for your tenant.

To access the Data Migration page, click your username at the top right and navigate to Revenue > Data Migration.

You must perform data migration when enabling the Order to Revenue feature for an existing Billing tenant. Data migration must be performed after configuring the revenue settings and performing the data backfill. For more information about the required operation sequence, see Implementation guide.

Also, perform data migration only once before your tenant goes live. After your tenant goes live, if you perform data migration again, data inconsistency occurs between Zuora Billing and Zuora Revenue.

Generate booking and billing transactions

To generate booking and billing transactions for historical data, do the following:

  1. Navigate to the Migration Filters section.

    MigrationFilters.png

  2. Go to the Cutover Date field, click the calendar icon, and select a cutover date for the data migration.

    The cutover date determines which part of the historical data will be included in the data migration, as follows: 

    • Data before the cutover date are ignored and excluded from the data migration; only data on and after the cutover date will be included. For example, if the cutover date is 2024/1/1, all the data on and after 2024/1/1 will be included in the data migration. See details as follows: 
      • The charges whose charge end dates are before the cutover date will be ignored and excluded from the data migration. No booking or billing transactions are generated for these charges.
      • The order line items whose order dates are before the cutover date will be ignored and excluded from the data migration. No booking or billing transactions are generated for these order line items.
      • The standalone billing documents (including standalone invoice items, credit memo items, debit memo items, and invoice item adjustments) whose document dates are before the cutover date will be ignored and excluded from the data migration. No billing transactions are generated for these billing documents.
    • No billing transactions are generated for those billing documents (including invoice items and credit memo items) whose corresponding source subscriptions or order line items are excluded from data migration per the preceding rules.
    • Regardless of the cutover date, all pending subscriptions and their charges are included in the data migration.
    • Regardless of the cutover date, all suspended subscriptions and their charges are included in the data migration.
  3. Click Generate at the top right of the page.

    As the data migration starts, you can view the migration process and results through the migration log in the Migration Logs section. For more information, see View migration logs.

View migration logs

You can view the migration process and result in the migration log. You can also view migration logs for any historical migration.

To view the migration logs, navigate to the Migration Logs section.

MigrationLogs.png

As the preceding diagram shows, you can see the following information for a migration:

  • Start Time
  • End Time 
  • Generated By
  • Cutover Date
  • Progress
  • Status: see the following table for all the possible statuses for a migration.
    Status Description
    Accepted The migration request is accepted.
    In Progress The data migration is in progress.
    Error Some errors occur, and migration is not successful. Contact Zuora Global Support for more information.
    Completed The data migration is completed, and all the data is generated successfully.
    Completed-Warning The data migration is completed. However, the data is partially generated, and some cannot be generated. Contact Zuora Global Support for more information.

You can also click the Action icon ActionIcon.png to open the Migration log details window and view more detailed information, as in the following diagram.

MigrationLogDetails.png