Process

How to enable Product Catalog 2.0? What are some key changes to note?
Scope I want to understand the new features of PC 2.0 I want to test the new features of PC 2.0 on my test site.  I am an existing user in Chargebee, ...
Fri, 28 Jul, 2023 at 2:12 PM
Will the plan ID be linked to the subscriptions in PC 1.0 be changed after the site is migrated to PC 2.0?
Scope Why do we need to change our Plan/Addon/Charge IDs? Can we leave our Archived Plans out of this migration? How will this migration affect my existi...
Fri, 28 Jul, 2023 at 2:13 PM
Can I move only selected plans and addons to PC 2.0?
Summary When migrating from PC 1.0 to PC 2.0, there may be a situation where you Ido not need all the plans and addons in PC 1.0 anymore.  Solution ...
Tue, 9 Mar, 2021 at 7:20 PM
How to migrate existing 1.0 quotes/subscriptions to 2.0?
We do this Product Catalog update to 2.0 within the live site. Plans and Addons of PC 1.0 will become items and item price points in PC 2.0. So the other e...
Mon, 19 Apr, 2021 at 5:25 PM
Do we need to define our new 2.0 plan structure in the test environment and sync to live, or do we upgrade the live environment first and define plans after?
You need to use the template for giving the inputs for converting PC 1.0 plans and addons to PC 2.0. Using the inputs, a clone of your live site will be set...
Mon, 19 Apr, 2021 at 5:38 PM
What impact will the PC 2.0 upgrade have on Xero / Quickbooks integration?
No impact. Before we upgrade the site to PC 2.0, we will run a quick sync of records to Xero. This is because records linked to PC 1.0 will not sync with...
Mon, 19 Apr, 2021 at 5:44 PM
PC 2.0 migration -Your mapping spreadsheet does not make provision for tiered plans. How to record it?
We need only the IDs to do the mapping and the existing attributes of the plans and addons including the pricing model and set prices will be retained again...
Tue, 4 May, 2021 at 12:07 PM
Is there a downtime during PC 1.0 to PC 2.0 migration or vice versa?
The PC 2.0 (Product Catalog 2.0) migration to the live site happens with a minute of downtime. It is highly recommended that this live migration be done dur...
Mon, 10 May, 2021 at 8:21 PM
What is the process for upgrading to Product Catalog 2.0? How long does the PC 2.0 migration take?
Scope What is the process for upgrading to Product Catalog 2.0? How will this migration affect my existing subscriptions and customers? How long does the...
Fri, 28 Jul, 2023 at 2:14 PM
I have created plan/addon in the PC 1.0 live site after submitting the input template for PC 2.0 test site. What will happen now?
Our team is working to set up the test site/sandbox. If the team has extracted the data from your live site before the new items are created, it will not be...
Wed, 3 Nov, 2021 at 5:10 PM