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

• Customer.io Changelog

• SDK GitHub Releases

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.