customerio-upgrade-migration
Customer.io Upgrade & Migration
Overview
Plan and execute Customer.io SDK upgrades and migrations safely with staged rollouts, feature flags, and rollback procedures.
Prerequisites
- Current SDK version identified
- Test environment available
- Rollback plan prepared
Instructions
Assess current configuration
Run version assessment scripts to identify installed SDK versions for Node.js and Python, and check for latest available versions.
Step 2: Review Breaking Changes
Review the Customer.io changelog for breaking changes between your current and target versions (ESM modules, region config, event data structure changes).
Step 3: Create Migration Plan
Document current version, target version, breaking changes, required code changes, test cases, rollback procedure, and timeline.
Step 4: Update Dependencies
Install the target SDK version. Use exact version pinning for production.
Step 5: Update Code for Breaking Changes
Apply code changes for the new API (e.g., legacy CustomerIO to TrackClient, positional args to object params).
Step 6: Write Migration Tests
Create a test suite that validates identify, track, and error handling with the new SDK version.
Step 7: Implement Staged Rollout
Use feature flags with hash-based percentage rollout to gradually shift traffic from legacy to new SDK.
Step 8: Run Post-Migration Verification
Verify new SDK is installed, all tests pass, error rates are stable, and delivery metrics are normal.
For detailed code examples and migration scripts, load the reference guide:
Read(${CLAUDE_SKILL_DIR}/references/implementation-guide.md)
Migration Checklist
- Current version documented
- Breaking changes reviewed
- Code changes identified and implemented
- Migration tests passing
- Staging deployment successful
- Staged rollout plan ready
- Rollback procedure tested
- Team notified
Error Handling
| Issue | Solution |
|---|---|
| Breaking change missed | Revert and add to change list |
| Performance regression | Profile and optimize or rollback |
| Unexpected errors | Check if error types changed |
Resources
Next Steps
After successful migration, proceed to customerio-ci-integration for CI/CD setup.
Output
- Configuration files or code changes applied to the project
- Validation report confirming correct implementation
- Summary of changes made and their rationale
See migration implementation details for output format specifications.
Examples
Basic usage: Apply customerio upgrade migration to a standard project setup with default configuration options.
Advanced scenario: Customize customerio upgrade migration for production environments with multiple constraints and team-specific requirements.