> ## Documentation Index
> Fetch the complete documentation index at: https://docs.monk.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Maxio and SaaSOptics

> Migrating billing history from Maxio (Advanced Billing) or SaaSOptics into Monk

# Maxio and SaaSOptics

Monk imports your existing customers, invoices, payments, and credits from Maxio
Advanced Billing (formerly Chargify) and SaaSOptics so you can move billing and
collections to Monk without losing history or open balances. Both are run as a
guided migration by the Monk team, with a dry run before any data is written.

## Supported entities

| Monk entity    | Maxio entity        | SaaSOptics entity          |
| -------------- | ------------------- | -------------------------- |
| Customer       | Customer            | Customer / billing profile |
| Invoice        | Invoice             | Invoice                    |
| Invoice line   | Line item           | Line item / tax line       |
| Payment        | Payment             | Payment / transaction      |
| Credit memo    | Credit memo         | Credit application         |
| Product / item | Product / component | Item                       |
| Contract       | Subscription        | Contract                   |

## Authentication

* **Maxio:** an API key and your Maxio subdomain.
* **SaaSOptics:** an API token and your SaaSOptics account ID.
* Credentials are used only for the duration of the migration and are stored
  encrypted while it runs.

## Multi-entity, currency, and parent-child

* **Entities:** Each Maxio site or SaaSOptics account is migrated into one Monk
  org. Run additional migrations for additional sites or accounts.
* **Currency:** Invoice, line, and payment amounts are stored exactly as the
  source reports them, in the source currency. Monk does not recalculate
  invoice totals.
* **Paid history:** Invoices already paid in the source arrive in Monk as paid,
  so historical collections activity is not re-triggered.
* **Customer hierarchy:** Customers are imported as top-level accounts.

## Configuration options

* **Dry run:** preview what will be created, updated, or skipped before
  committing.
* **Status filter:** import only open invoices, or open and paid history.
* **Invoice selection:** scope a SaaSOptics migration to a specific list of
  invoice numbers.
* **Pricing mapping:** map source products and price points to Monk catalog
  items.

## Sync and reliability

* Migrations are idempotent: records are keyed on their source IDs, so
  re-running a migration skips anything already imported instead of creating
  duplicates.
* Each run produces a summary of created, updated, and skipped records.

## Frequently asked questions

**Is this an ongoing sync?**
Maxio and SaaSOptics are supported as migration sources. Once your data is in
Monk, Monk becomes the system of record for invoicing and collections.

**Can I run the migration more than once?**
Yes. Runs are idempotent, so you can migrate in stages or re-run to pick up
records added since the last run.