• Ensure that the required objects (such as quotes, quote line items, and related accounts) are synchronized.
• Confirm that field mappings for name, description, pricing, currency, effective date, and custom fields are correct.
• Review run history to make sure no critical errors are present.

Use the legacy identifier and prepared cart data in the request.

POST /api/cart/v1/carts/migrate
Authorization: Bearer <token>
Content-Type: application/json

{
  "LegacyCartId": "LEGACY_CPQ_2024001",
  "MigrationConfig": {
    "PreservePricing": true,
    "RecalculatePricing": false,
    "PreserveApprovals": false,
    "UpdateStatus": "Migrated"
  },
  "CartData": {
    "Name": "Acme Corp - Enterprise Plan",
    "AccountId": "001xx000003DHP1",
    "Description": "Migrated from legacy CPQ system",
    "CurrencyCode": "USD",
    "EffectiveDate": "2024-01-01T00:00:00Z",
    "BillingPreference": "Annual",
    "Metadata": {
      "MigrationDate": "2025-03-05",
      "LegacySystem": "CPQ_v3.2",
      "MigrationBatch": "Batch001"
    },
    "LineItems": [
      {
        "ProductId": "Conga_Enterprise_License",
        "Quantity": 100,
        "UnitPrice": 500.00,
        "ExtendedPrice": 50000.00,
        "DiscountPercentage": 10,
        "DiscountAmount": 5000.00,
        "NetPrice": 45000.00
      }
    ],
    "TotalPrice": 51000.00
  }
}
        

Set PreservePricing to true when you need to retain legacy-calculated prices and discounts.

{
  "Status": "Migrating",
  "MigrationId": "mig_abc123",
  "CartId": "cartId_new123",
  "Message": "Cart migration initiated",
  "PollingUrl": "/api/cart/v1/carts/cartId_new123/status",
  "EstimatedDuration": "30 seconds",
  "NextPollIntervalMs": 1000
}
        

Use the provided PollingUrl to monitor migration status using the same polling pattern as cart activation.

POST /api/cart/v1/carts/migrate/batch
Authorization: Bearer <token>
Content-Type: application/json

{
  "BatchConfig": {
    "Name": "Legacy CPQ Batch 001",
    "Description": "First batch of 50 carts",
    "OnError": "Continue"  // or "Stop"
  },
  "Carts": [
    {
      "LegacyCartId": "LEGACY_001",
      "CartData": { ... }
    },
    {
      "LegacyCartId": "LEGACY_002",
      "CartData": { ... }
    }
  ]
}
        

Choose whether to stop or continue the batch when an individual cart fails using the OnError setting.

• Retrieve migrated carts by their new CartId and compare key attributes to the legacy records.
• Verify that line items, totals, and discounts match expected values.
• Confirm that required custom fields and metadata are present and accurate.

• Generate reports comparing counts and totals between legacy and migrated carts.
• Spot-check a representative sample of migrated carts in detail.
• Document any discrepancies and either correct them or record accepted deviations.
• Obtain stakeholder approval before you decommission your legacy system.