Migration is required when moving customers and subscriptions from an external billing system, onto the pAIment Platform.
This is done via a manual file upload process, available on pAIment. This is done using the New Sale Template and the NEWSALES Command within the platform.
Following the Migration Process steps below, will create:
- A customer profile
- A Subscription and offer
- Link the Collection Instrument and LD Code for the collection of the subscription
Migration Steps
1. Once you have logged in to pAIment, navigate to the Import Page under Customers section. Select Import Files.
2. Choose the Migration NewSALE template, which is pre-populated with relevant migration data.
A message will be provided upon a successful file upload:
3. Validations occur on the file with responses on the platform for validated versus invalid files.
4. Validations occur on the file with responses on the platform for validated versus invalid files.
Once all of your uploaded files have been validated, this means that all customers and/or subscriptions included in these files have been successfully created in the pAIment platform. These customers and subscriptions can be viewed in within their relevant sections, which can be located via the lefthand side Menu panel.
