> ## Documentation Index
> Fetch the complete documentation index at: https://alguna.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

***

## 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          |

***

## Pre-Migration Checklist

### Business Information

<AccordionGroup>
  <Accordion title="Company Details" icon="building">
    * [ ] Legal entity name
    * [ ] Business address
    * [ ] Tax registration numbers (VAT, GST, etc.)
    * [ ] Default currency
    * [ ] Invoice branding (logo, colors)
  </Accordion>

  <Accordion title="Pricing Structure" icon="tag">
    * [ ] Current pricing tiers and plans
    * [ ] Usage-based components (metrics, units, rates)
    * [ ] Discounting policies
    * [ ] Contract terms (commitment periods, renewal terms)
    * [ ] Custom pricing for enterprise customers
  </Accordion>

  <Accordion title="Billing Processes" icon="file-invoice">
    * [ ] Billing frequency (monthly, annual, custom)
    * [ ] Invoice due dates and payment terms
    * [ ] Dunning process for failed payments
    * [ ] Credit and refund policies
    * [ ] Proration rules
  </Accordion>
</AccordionGroup>

### Existing Systems

<AccordionGroup>
  <Accordion title="Current Billing System" icon="server">
    * [ ] Platform name (Stripe Billing, Chargebee, Recurly, custom)
    * [ ] Number of active customers
    * [ ] Number of active subscriptions
    * [ ] Monthly billing volume
    * [ ] Admin access for audit
  </Accordion>

  <Accordion title="Payment Processing" icon="credit-card">
    * [ ] Payment processor (Stripe, Adyen, etc.)
    * [ ] Stored payment methods to migrate
    * [ ] PCI compliance requirements
    * [ ] Multi-currency support needs
  </Accordion>

  <Accordion title="Integrations" icon="plug">
    * [ ] CRM (Salesforce, HubSpot)
    * [ ] Accounting (QuickBooks, Xero, NetSuite)
    * [ ] Data warehouse (BigQuery, Snowflake)
    * [ ] ERP systems
    * [ ] Tax providers (Avalara, TaxJar)
  </Accordion>
</AccordionGroup>

***

## 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

***

## 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         |

***

## Integration Setup Checklist

### CRM Integration

<Steps>
  <Step title="Connect CRM">
    Navigate to **Settings → Integrations** and connect your CRM (Salesforce, HubSpot).
  </Step>

  <Step title="Map Fields">
    Configure field mappings between Alguna accounts and CRM records.
  </Step>

  <Step title="Set Sync Direction">
    Choose one-way (Alguna → CRM) or two-way sync based on your workflow.
  </Step>

  <Step title="Test Sync">
    Create a test account and verify data flows correctly.
  </Step>
</Steps>

### Accounting Integration

<Steps>
  <Step title="Connect Accounting System">
    Navigate to **Settings → Integrations** and connect QuickBooks, Xero, or NetSuite.
  </Step>

  <Step title="Map Chart of Accounts">
    Link Alguna revenue categories to your GL accounts.
  </Step>

  <Step title="Configure Sync Timing">
    Set when invoices sync (on issue, on payment, both).
  </Step>

  <Step title="Reconcile Test Invoices">
    Issue test invoices and verify they appear correctly in your accounting system.
  </Step>
</Steps>

***

## 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

***

## 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

***

## 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     |

***

## Next Steps

<CardGroup cols={2}>
  <Card title="Sync Accounts" icon="sync" href="/migrations/sync-accounts">
    Import customers from your existing system.
  </Card>

  <Card title="Contact Support" icon="headset" href="mailto:support@alguna.io">
    Get help with your migration.
  </Card>
</CardGroup>