# Migrating to Bunny

Migrations can be completed using a CSV upload or driven via our API. We will help decide on the best approach based on the current location and state of your subscription data. 

The migration typically includes:

* Products, plans and pricing
* Customer accounts, addresses and contacts
* Active subscriptions
* Payment methods

We can also import historical information:

* Expired or cancelled subscriptions
* Invoices and credit notes
* MRR per account

### Importing via CSV

Our basic CSV template allows you to import all accounts, contacts, addresses, subscription terms, pricing plan and payment method. \
\
We also have more advanced CSV templates that allow more complex pricing plans and customizing charges per account. 

#### Basic CSV template

Download the import template.

{% file src="/files/gDsF7HDQ2kGayAm6RAUP" %}

The following fields are supported. <mark style="color:red;">Required fields in red</mark><mark style="color:$danger;">.</mark>&#x20;

<table><thead><tr><th width="220.71875">Field</th><th width="328.7734375">Description</th><th>Example</th></tr></thead><tbody><tr><td>Account ID</td><td>Bunny account ID. Only used if importing new subscriptions to existing Bunny account. </td><td></td></tr><tr><td>Account Code</td><td>External account identifier. For example a Hubspot account ID. </td><td>ABC12345</td></tr><tr><td><mark style="color:red;">Account Name</mark></td><td>The name of the customer account.</td><td>Superdesk Inc</td></tr><tr><td>Tax Number</td><td>The tax identifier for the account. </td><td></td></tr><tr><td>Tenant Code</td><td>A unique identifier that represents the tenant or organization instance on your platform. </td><td>Usually a numeric ID or UUID. </td></tr><tr><td>Tenant Name</td><td>A name for the tenant instance. If omitted the Account Name will be used. </td><td></td></tr><tr><td><mark style="color:red;">Billing Contact Email</mark></td><td>Email address for the billing contact where invoices and reminders etc will be sent. </td><td></td></tr><tr><td><mark style="color:red;">Billing Contact First Name</mark></td><td>First name of the billing contact. Can also be a generic group name. </td><td>Tom</td></tr><tr><td>Billing Contact Last Name</td><td>Last name of the billing contact. </td><td></td></tr><tr><td>Emails Enabled</td><td>Boolean value to indicate if emails are enabled for this account. Defaults to TRUE. </td><td>TRUE / FASLE</td></tr><tr><td>Draft Invoices Enabled</td><td>Boolean value to indicate if invoices will be created as draft or final approved state. Defaults to FALSE. </td><td>TRUE / FALSE</td></tr><tr><td>Phone</td><td>Phone number for the account. </td><td></td></tr><tr><td>Address Line 1</td><td>Address for the account. </td><td></td></tr><tr><td>Address Line 2</td><td></td><td></td></tr><tr><td>City</td><td>City of the account. </td><td></td></tr><tr><td>State</td><td>State of the account. </td><td></td></tr><tr><td>Postal Code</td><td>Zip or postal code for the account. </td><td></td></tr><tr><td>Country</td><td>2 character code representing the country of the account. </td><td>US</td></tr><tr><td>Net Payment Days</td><td>Number of days until when invoices are due. </td><td>14</td></tr><tr><td>Trial Start Date</td><td>Date to represent an existing or upcoming trial period. </td><td>2025-07-01</td></tr><tr><td><mark style="color:red;">Start Date</mark></td><td>Date to represent when the subscription period started. Usually the start date was in the past so Bunny will import the subscription as back dated. </td><td>2025-07-15</td></tr><tr><td><mark style="color:red;">End Date</mark></td><td>Date to represent when the current subscription period ends. Bunny will pick up the billing and issue the next invoice after this date. </td><td>2025-08-14</td></tr><tr><td><mark style="color:red;">Price List Code</mark></td><td>The code of the price list in Bunny that the subscription will use for future billing. The product, plans and price lists must be created in Bunny before starting an import. </td><td>starter_monthly</td></tr><tr><td>Evergreen</td><td>Boolean to indicate if the plan will automtically renew at the end of each period. Defaults to TRUE</td><td>TRUE / FALSE</td></tr></tbody></table>


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.bunny.com/guide/advanced-guides/migrating-to-bunny.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.