Updating Your Processes and Order Management System

You must update your processes and order management system in order to upgrade to the new Recurring Billing service.
Merchants are divided into six groups (action cohorts) according to the legacy Recurring Billing integration method. Each of the six groups has its own set of upgrade steps:

Business Center
User Interface

If you use the
Business Center
Recurring Billing service to create and maintain subscriptions, you can continue to do so after your existing subscription tokens are migrated to the upgraded Recurring Billing and
TMS
in the
Business Center
. No API integration updates are required.
Follow these steps to prepare for your upgrade:
  1. Become familiar with the new Recurring Billing service user interface in the
    Business Center
    .
  2. Contact
    Cybersource
    client services to start the migration.
This image shows the upgraded Recurring Billing user interface for creating a new subscription or maintaining an existing subscription.

Figure:

Example Upgraded Recurring Billing User Interface
Upgraded Recurring Billing user interface for creating a new subscription
                        or maintaining an existing subscription

Related Information

Business Center
Virtual Terminal

If you use the Virtual Terminal to create tokens during one-time payments and to create and maintain subscriptions, you can continue to do so after your existing subscription tokens are migrated to the upgraded Recurring Billing service and
TMS
in the
Business Center
. No API integration updates are required.
Follow these steps to prepare for the migration:
  1. Become familiar with the new Recurring Billing service user interface in the
    Business Center
    .
  2. Become familiar with the new Recurring Billing two-step process for creating subscriptions.
  3. Contact
    Cybersource
    client services to start the migration.

Related Information

Business Center
Transaction Management

If you use
Business Center
Transaction Management to create subscriptions, select Action and then Create Subscription on the Transaction Details screen. The system will direct you to the new Recurring Billing service user interface in the
Business Center
.
Follow these steps to prepare for the migration:
  1. Become familiar with the new Recurring Billing service user interface in the
    Business Center
    .
  2. Contact
    Cybersource
    client services to start the migration.
This image shows the upgraded Recurring Billing user interface for creating a new subscription or maintaining an existing subscription.

Figure:

Example Upgraded Manage Subscription User Interface
Upgraded Recurring Billing user interface

Related Information

SCMP API and Simple Order API

If you use the SCMP API or Simple Order API to create and manage subscriptions, you must migrate to the Recurring Billing service that uses the REST API.
After your existing subscription tokens are migrated to the upgraded Recurring Billing and
TMS
in the
Business Center
, you can create and manage subscriptions there.
Follow these steps to prepare for the migration:
  1. Integrate to the new Recurring Billing service that uses the REST API.
  2. Become familiar with the new Recurring Billing service user interface in the
    Business Center
    .
  3. Contact
    Cybersource
    client services to start the migration.

Related Information

Secure Acceptance
Hosted Checkout Integration
and
Checkout API

After migration, you can no longer create subscriptions using
Hosted Checkout Integration
or
Checkout API
. You must migrate to these services in this order:
  1. Unified Checkout, to collect customer information.
  2. TMS
    that uses the REST API, to create customer tokens from transient tokens.
  3. Recurring Billing service that uses the REST API.
During the transitional phase, you can still use the system to validate and create a payment token. This process will replace the previous steps 1 and 2. To create a token in this way, change the
recurring_frequency
request field value to
on-demand
. Also, remove any other subscription-related fields (
recurring_*
) from the request.
After your existing subscription tokens are migrated to the upgraded Recurring Billing service and
TMS
in the
Business Center
, you can create and manage subscriptions there.
Follow these steps to prepare for the migration:
  1. Integrate to Unified Checkout to collect the payment instrument.
  2. Integrate to Payments REST API to create the Customer Token from the Transient Token.
  3. Integrate to the new Recurring Billing service that uses the REST API.
  4. Become familiar with the new Recurring Billing service user interface in the
    Business Center
    .
  5. Contact
    Cybersource
    client services to start the migration.

Aura and Cold Fusion

If you use the Aura process or Cold Fusion to create and manage subscriptions, you must migrate to Recurring Billing service that uses the REST API.
After your existing subscription tokens are migrated to the upgraded Recurring Billing and
TMS
in the
Business Center
, you can create and manage subscriptions there.
Follow these steps to prepare for the migration:
  1. Integrate to the new Recurring Billing service that uses the REST API.
  2. Become familiar with the new Recurring Billing service user interface in the
    Business Center
    .
  3. Contact
    Cybersource
    client services to start the migration.