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Do I have to make any changes after the product catalog version 2.0 upgrade?
Yes. The following needs to be tested and updated post-product catalog version 2.0 upgrade to ensure there is business continuity post-upgrade.
All of the above can be tested by signing up for a new Chargebee trial account on product catalog version 2.0.
How long will the upgrade take?
Once you perform steps 1 and 2 in the self-serve tool and initiate the upgrade, depending on the size of your product catalog, it can take anywhere between 30 minutes to an hour. However, you can start the process using the self-serve tool and we will save your progress along the way so you can pick up where you left off.
What should I do if something goes wrong post the upgrade?
A support ticket will be auto-created and someone from our team will get in touch with you. However, your current product catalog version 1.0 site will not be impacted even if the upgrade fails.
If I have issues and need to use the older product catalog version, will I be able to move back to the previous version?
If you need to initiate a rollback to the older product catalog version,
Will my customers experience any downtime during the upgrade?
We would recommend pausing all operations on your Chargebee site, such as checkouts, customer and subscription creation, product catalog updates, and more when the upgrade is in progress. Hence, we highly recommend initiating the upgrade only during non-peak business hours (especially on the live site) to avoid downtime for your customers.
Can I upgrade my test and live site together?
We highly recommend performing the upgrade on the test site first and testing all your business scenarios. If everything looks good post-upgrade, you can then initiate the upgrade using the self-serve tool on the live site.
Are archived plans and addons can be upgraded as well?
Yes, all the plans and addons in the current site will be upgraded to product catalog version 2.0 including the archived ones.
Will there be any impact on the existing customers, subscriptions, or invoices when I upgrade to product catalog version 2.0?
Chargebee will only upgrade the product catalog version from 1.0 to 2.0. Plan and Addon IDs configured and used in product catalog version 1.0 will be retained and used as price point IDs in product catalog version 2.0. Hence, existing customers, subscriptions, invoices and more will not be impacted by this upgrade.
Can we rename all of our current IDs (plans/addons) as part of the upgrade?
No, Chargebee does not support that action. Only duplicate plan and addon IDs can be updated as part of the upgrade using the self-serve tool. Product catalog version 2.0 does not support having the same ID for both a plan and an addon.
What will happen to existing subscriptions when the Plan IDs are grouped under a new product catalog version 2.0 ID?
Subscriptions are created using item price point IDs in product catalog version 2.0. Since the Plans IDs in product catalog version 1.0 are retained and used as the Item price point IDs in product catalog version 2.0, there will be no impact on existing subscriptions.
Can I make changes in pricing to my product catalog when the upgrade is in progress?
No. Changes to the product catalog can be done before initiating the upgrade or post-upgrade. Performing such changes in the middle of the upgrade will cause issues with the upgrade process.
How can I check if my site is on product catalog version 1.0 or product catalog version 2.0?
Navigate to the product catalog on the UI. If you see Product Families listed, you are on product catalog version 2.0. You can also use the site configuration API to check the product catalog version of your site.
What impact will the upgrade have on Chargebee's native integrations such as Xero, Salesforce, and more?
The self-serve tool supports native accounting integrations such as Xero, Quickbooks Online, Oracle Netsuite, and Sage Intacct. Accounting integrations will continue to work seamlessly after the upgrade. However, the tool is not yet compatible with the other integrations. If you are using any of the other integrations besides accounting integration, please reach out to support with upgrade request.
