Migration
Data migration involves importing data from your previous platform into MYFUNDBOX. It includes information associated with customers & subscriptions.
Migration comprises of moving data such as customers, subscriptions etc and also mapping in MYFUNDBOX.
The following use cases are apt for migration:
- You are a new MYFUNDBOX user looking to move all your subscription data into MYFUNDBOX.
Steps Involved in migration
Follow these steps to import subscription details.
1.Go to Menu β Settings βΒ Import βΒ Subscription
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2. Here you can add your CSV and click upload
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3. It will ask to map the fields that you want to import
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this is how it gets mapped. You can set your customer Id & Mandate id to continue your subscription.
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4. Then it will show the import preview page.
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5. here you can choose the plans & payment method and proceed
6. It gets successfully imported. You can check in your subscription list
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If you are looking to self migrate data, take a look hereο»Ώ
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