Scope
I want to understand new features in PC2.0
I want to test the new features of PC2.0 on my test site.
I am an existing user in Chargebee, how do I migrate to PC 2.0?
Summary
Note: This article is for customers who are currently using Chargebee site with Product Catalog 1.0 and would like to migrate to Product Catalog 2.0
Product Catalog 2.0 (PC2.0) can be easily enabled on an existing Chargebee site. Though there are no limitations, there are a few prerequisites to consider before migration to ensure the process is smooth.
Some of the prerequisites are
- Firstly, you experience the exciting features of PC 2.0 firsthand by creating a new test site. Here's more on how to create a new test site (this will be your trial site and will be discarded once we proceed further with migration)
- Understand the Compatibility of your preferred third-party integrations with the Chargebee team as some of the third-party integrations are still a work in progress. (our support team will be guiding you through this step as well)
Some key points to note
1. Subscriptions:
You cannot create a new subscription without creating a customer record. In Product Catalog 1.0, if you navigate to the subscriptions tab and choose 'Create new subscription', it will automatically create a customer and subscription record. However, with PC 2.0, you would need to ensure that there is an existing customer record, or you would need to create a new customer record while choosing the 'create new subscription' option.
2. Hosted Pages:
Hosted Pages v2- i.e.: Single Page checkout, Single Page portal is not supported with PC 2.0.
3. Third-party integrations:
The third-party integrations listed below are incompatible with PC 2.0 and will work with PC 1.0 only:
Mailchimp
Intercom
Intercom inbox
WordPress
Shopify
Friendbuy
Referral Candy
ActiveCampaign
LeadDyno
Refersion
Other than this, there lies a major difference between how plans and pricing are defined in PC 1.0 and PC 2.0. Kindly refer to the documents I shared earlier for more information on this.
This is why we recommend that you sign up for a free test site (which will automatically be on PC 2.0) to see and understand the difference between PC 1.0 and PC 2.0 firsthand.
Here are a few links on Product Catalog 2.0 which I think would be helpful.
Help documentation (this is the documentation curated for PC 2.0)
API Documentation (this is the API document curated specifically for PC 2.0, and these are the API calls you will be using with PC 2.0)
Note: Please be assured that we will support you throughout the migration process to ensure smooth upgradation to PC 2.0 from PC 1.0