A manual migration is where we add your existing customers to your Billsby account manually, rather than programatically. All this means is that we'll need to input your customer data in one by one. You will be looking at a manual migration if:
Your current billing system is not supported by Spreedly
Your have less than 30 customers
Your MRR is less than $2000
While we can input most customer information with a manual migration, we can't add payment details and will need to send them a request to do this themselves.
We are happy to assist you in adding your customer profiles (without their payment information) if you'd like some help with this.
Step 1 - Collecting customer data
We will send you a CSV file that we will ask you to populate with your active customers data. Once this is checked and sent back, our migrations team will add the customers into your profile for you.
It's important to note that during this stage we would advise that you complete your set up and go live with your Billsby account to begin the migration.
Please also make sure your brand colours and email configurations have been set up before moving on to step 2.
Step 2 - Add payment details
Once step one is complete, you will now need to click on each of the customers that were added into your account and send them a payment request email.
If you have their information, you are able to add it this way too.
Please note that with this type of migration, some customers may fail to open/read this email and might also not be keen on re-adding their payment details.
We suggest contacting your customers ahead of sending the payment request email to ensure they are aware that you are moving billing systems and that they will only need to add their payment information one time.
Step 3 - Add subscription
On the each of the customer's next billing dates - Head to Customers > Edit > Add subscription.
This will add the subscription onto the customer's profile and charge the card on the billing date.