Migration Templates

Introduction

Welcome to the data import stage of your migration to Cleeng. This guide outlines the CSV data templates required to ensure a smooth and successful transition to the Cleeng platform if you are migrating to Cleeng Pro.

Initial Setup Prerequisites

Before you proceed, please ensure you have completed the initial setup steps:

Step

Action

Details


Create a Cleeng Account

An active Cleeng account must be established.


Disable transactional emails

To prevent any unintended messages from being sent to clients during migration, turn off transactional emails.


Configure payment methods

Set up all applicable payment gateways and methods as outlined in the prerequisites.


Configure In-App Environments

Configure the necessary in-app purchase environments.


Configure offers

All offers and subscription plans must be created and configured.

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Note

For migrations that only involve ‘User Data’ the sole prerequisite is the creation of a Cleeng account (step 1) and disabling emails (step 2).

Data Specifications

Using our standardized templates is essential for structuring your data correctly. This ensures it maps perfectly to the Cleeng system, allowing your subscribers to maintain seamless access to their entitlements.

Please ensure all data sets adhere to the following guidelines before submission

  • All data must be correctly formatted according to the provided specifications.
  • Each record should be placed on a separate line in the CSV file.
  • Files should not exceed 100,000 records to ensure efficient processing and validation.
  • Any data that is not provided or is not correctly formatted will not be migrated, which may impact service continuity for the affected user.
  • Please ensure that no columns are removed from the migration template, even if they are optional and not required for your migration

To guide you through this process, each respective template section provides a detailed breakdown of the required data, specifying column names, formats, descriptions, and examples.

List of Migration Templates

Here is the list of the CSV templates for the data import:

Data Requirements by Template

See the following pages for data requirements by template.