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PriceOS was built from the ground up with the assumption that you already have existing customers and pricing so we’ve made the migration process super easy.
This guide assumes you have already created a PriceOS account and integrated your Stripe account
1

Setup your products

PriceOS automatically imports all of your Stripe products so you don’t need to recreate them.All you need to do is…
  1. Hide any Stripe products you don’t need in PriceOS
  2. Create custom products if you need to define feature access for customers outside of Stripe
2

Create features and define access

Next, you can create features and define access for all of your products.
Tip: Create features and define access on your oldest product first via the product details page and then duplicate feature access on subsequent products to save you time.
If you need to define different feature access for the same product but different prices, create multiple product versions.
3

Integrate PriceOS

Now, comes the fun part of integrating PriceOS into your application.
If your current feature access management code is spread out in your entire codebase, it is recommended to consolidate all that code the best you can first.
You’ll need to implement the following in your application…
  1. Evaluate feature access
  2. Link Stripe customers
  3. Track usage (only if using PriceOS to track usage)
  4. Create customers (only if using custom products)
4

Import existing customers

You’ll only need to import existing customers if…
  • You have customers that exist outside of Stripe (e.g. for custom products) OR
  • You do not already have a internal ID in your customers’ Stripe metadata.
To import customers…
  1. Go to the customers page
  2. Click the More menu (…) at the top right of the screen
  3. Select the Bulk Upload menu option
  4. Upload a CSV file in the format described below

CSV format

The CSV needs to include either a customer_id or stripe_customer_id for all customers. Everything else is optional.Columns can be in any order and you only need to include the ones you use.
Header ColumnRequired
customer_idYes (or stripe_customer_id)
stripe_customer_idYes (or customer_id)
emailNo
nameNo
usage_started_atNo
product_keysNo
Download sample CSV
Imports are idempotent. Uploading the same customer multiple times does not create duplicates.