Migration Checklist

Complete checklist for migrating to Alguna with audit-driven onboarding

Alguna provides hands-on migration support. We audit your current billing setup, identify gaps, and deliver the work needed to get you live. This checklist outlines what we need from you and what we handle.

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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

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Pre-Migration Checklist

Business Information

Company Details

• Legal entity name
• Business address
• Tax registration numbers (VAT, GST, etc.)
• Default currency
• Invoice branding (logo, colors)

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 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

• 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 processor (Stripe, Adyen, etc.)
• Stored payment methods to migrate
• PCI compliance requirements
• Multi-currency support needs

Integrations

• CRM (Salesforce, HubSpot)
• Accounting (QuickBooks, Xero, NetSuite)
• Data warehouse (BigQuery, Snowflake)
• ERP systems
• Tax providers (Avalara, TaxJar)

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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

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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

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Integration Setup Checklist

CRM Integration

1. Connect CRM

   Navigate to Settings → Integrations and connect your CRM (Salesforce, HubSpot).

2. Map Fields

   Configure field mappings between Alguna accounts and CRM records.

3. Set Sync Direction

   Choose one-way (Alguna → CRM) or two-way sync based on your workflow.

4. Test Sync

   Create a test account and verify data flows correctly.

Accounting Integration

1. Connect Accounting System

   Navigate to Settings → Integrations and connect QuickBooks, Xero, or NetSuite.

2. Map Chart of Accounts

   Link Alguna revenue categories to your GL accounts.

3. Configure Sync Timing

   Set when invoices sync (on issue, on payment, both).

4. Reconcile Test Invoices

   Issue test invoices and verify they appear correctly in your accounting system.

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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

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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

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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

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Next Steps

Sync Accounts

Import customers from your existing system.

Contact Support

Get help with your migration.