Import and export
Moving to yRecurring from another system means bringing your data with you: your customers, your products and prices, your live subscriptions, and your billing history. The importer takes CSV files, works out what is in them, shows you exactly what will happen before anything changes, and brings historical records in quietly so your customers are not emailed or billed for the past. This chapter covers what you can import and how an import runs.
In this chapter
- Running an import Upload a file, preview every row, then commit, safely.
- What you can import The records you can bring in, the order they go in, and how re-imports match.
- Migrating saved payment methods Bring your customers' saved cards and mandates from your old billing system without anyone re-entering a card.
- Exporting dataPlanned Take your data out of yRecurring, as files you can keep or move elsewhere.