# ISPAgents Migration Checklist

Use this checklist before moving an ISP or WISP from an existing billing, CRM,
RADIUS, router, or spreadsheet workflow into ISPAgents.

## 1. Data Inventory

- Export customer records, contacts, service addresses, and account owners.
- Export active services, plans, speeds, package names, and service IDs.
- Export invoices, balances, deposits, credits, refunds, and unpaid aging.
- Export payment references, receipt history, and reconciliation reports.
- Export open support tickets, customer notes, outages, and escalation state.
- Export inventory records, serial numbers, assigned CPE, routers, ONTs, and antennas.

## 2. Network Mapping

- Map every active service to a router, NAS, AP, RADIUS user, PPPoE identity, DHCP lease, or static IP.
- Document MikroTik queue, address-list, firewall, PPPoE, and Hotspot workflows.
- Document existing FreeRADIUS groups, profiles, policies, and CoA behavior.
- Document UISP, Splynx, SNMP, TR-069, TR-369 USP, and vendor API dependencies.
- Identify sites that need custom agents or private-network connectors.

## 3. Billing And Payment Rules

- Confirm prepaid, postpaid, hybrid, business, and custom billing models.
- Confirm grace periods, suspension rules, restoration rules, and exceptions.
- Confirm mobile money, cash, bank, SMS, WhatsApp, and regional payment providers.
- Confirm tax, statements, aging, credit, refund, and deposit behavior.
- Confirm who approves adjustments, write-offs, and high-risk account changes.

## 4. Controlled Pilot

- Import a small verified customer segment.
- Connect one payment provider or import payment batch.
- Connect one access-control path: MikroTik, existing FreeRADIUS, managed RADIUS, or custom connector.
- Prove one end-to-end workflow: overdue account, payment, restore, support timeline, and finance evidence.
- Compare old-system and ISPAgents account balances before expanding.

## 5. Cutover Readiness

- Every active subscriber has a verified service identifier.
- Every plan maps to an access policy or router action.
- Every payment path has reconciliation evidence.
- Support can explain online, offline, slow, suspended, and restored states.
- NOC can see connector health and failed actions.
- Finance can reconcile invoices, receipts, credits, refunds, deposits, and statements.
- Rollback steps are documented before production access changes.