{"_id":"558200d48625220d00429f20","user":{"_id":"55648cf93b87582b003ab8b1","username":"","name":"Chris Bunting"},"initVersion":{"_id":"555fbba928249c1900618a85","version":"1.0"},"project":"555fbba928249c1900618a82","__v":0,"hidden":false,"createdAt":"2015-06-17T23:20:52.652Z","fullscreen":false,"htmlmode":false,"html":"","body":"When you're ready to join up with Recurly, importing your existing subscribers allows you to continue billing your customers through your Recurly account. To start, you will need your customer account information, credit card information, and subscription data.\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"1. Account Creation\"\n}\n[/block]\n[Use the Create Account API call.](https://dev.recurly.com/docs/create-an-account)\nThe first step is to create an account inside of Recurly your customer data. At a minimum you’ll need to define an `account_code`—the account code will be used as the unique identifier used to correlate the accounts with the credit card data, so you’ll want to be consistent in the way you have identified your accounts in the past.\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"2. Provide Billing Information\"\n}\n[/block]\n[Use the Billing Info Update API call.](https://dev.recurly.com/docs/update-an-accounts-billing-info-token)\nFor the initial credit card import Recurly’s API does not require the CVV, just card number and expiration date. The addition of billing information to an account triggers a card authorization to ensure that billing data is valid before saving. Some cards might fail, and you’ll need to reach out to those customers for updated information before proceeding to Step Three.\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"3. Create Subscriptions\"\n}\n[/block]\n[Use the Subscription Create API call.](https://dev.recurly.com/docs/create-subscription)\nThis step requires you to have subscription plans defined in your Recurly account first. Next, disable the automated communications you want to suppress via your Recurly email template settings. This will prevent your customers from receiving New Subscription Confirmation emails when these new subscriptions are created inside of Recurly, and from receiving Trial Ending emails before the subscription renews for the first time in Recurly.\n\nUsing the API create subscriptions with a Free Trial end date specified which corresponds with your next invoice date for each customer. This can accomplished by modifying the `trial_ends_at` parameter.\n\nNote: Importing subscriptions in an \"in trial\" state will trigger the charge of a setup fee, if one is configured on the associated plan. To circumvent this, you may consider applying a credit to the account in the amount of the setup fee, before creating the subscription. This will prevent the customer from being charged.\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"4. Disable your Legacy System\"\n}\n[/block]\nYour customer subscriptions inside your legacy system should be canceled at the end of their current bill cycle, ensuring a seamless transition into Recurly billing at renewal.\nOnce you’ve setup your customer accounts and subscriptions, re-enable Recurly email templates so that your customers are automatically alerted to future invoices or failed payments.","slug":"customer-imports","title":"Customer Imports"}

Customer Imports


When you're ready to join up with Recurly, importing your existing subscribers allows you to continue billing your customers through your Recurly account. To start, you will need your customer account information, credit card information, and subscription data. [block:api-header] { "type": "basic", "title": "1. Account Creation" } [/block] [Use the Create Account API call.](https://dev.recurly.com/docs/create-an-account) The first step is to create an account inside of Recurly your customer data. At a minimum you’ll need to define an `account_code`—the account code will be used as the unique identifier used to correlate the accounts with the credit card data, so you’ll want to be consistent in the way you have identified your accounts in the past. [block:api-header] { "type": "basic", "title": "2. Provide Billing Information" } [/block] [Use the Billing Info Update API call.](https://dev.recurly.com/docs/update-an-accounts-billing-info-token) For the initial credit card import Recurly’s API does not require the CVV, just card number and expiration date. The addition of billing information to an account triggers a card authorization to ensure that billing data is valid before saving. Some cards might fail, and you’ll need to reach out to those customers for updated information before proceeding to Step Three. [block:api-header] { "type": "basic", "title": "3. Create Subscriptions" } [/block] [Use the Subscription Create API call.](https://dev.recurly.com/docs/create-subscription) This step requires you to have subscription plans defined in your Recurly account first. Next, disable the automated communications you want to suppress via your Recurly email template settings. This will prevent your customers from receiving New Subscription Confirmation emails when these new subscriptions are created inside of Recurly, and from receiving Trial Ending emails before the subscription renews for the first time in Recurly. Using the API create subscriptions with a Free Trial end date specified which corresponds with your next invoice date for each customer. This can accomplished by modifying the `trial_ends_at` parameter. Note: Importing subscriptions in an "in trial" state will trigger the charge of a setup fee, if one is configured on the associated plan. To circumvent this, you may consider applying a credit to the account in the amount of the setup fee, before creating the subscription. This will prevent the customer from being charged. [block:api-header] { "type": "basic", "title": "4. Disable your Legacy System" } [/block] Your customer subscriptions inside your legacy system should be canceled at the end of their current bill cycle, ensuring a seamless transition into Recurly billing at renewal. Once you’ve setup your customer accounts and subscriptions, re-enable Recurly email templates so that your customers are automatically alerted to future invoices or failed payments.