We’re excited to help you transition to Subi! To migrate your subscriptions to Subi, you need to complete the Subi Migration Template. This guide explains the required fields, formatting rules, and common details to check before submitting your data.
Key fields for migration
Some fields in the Subi Migration Template are mandatory:
Contract ID: Each subscription contract must have a unique identifier. Use the ID from your previous app or assign a new unique number.
Payment Method ID: This field links payments to subscriptions. Accepted formats include:
Shopify Payment Method ID (for example,
ebb59d677e10a57b1e11ccc6a9ce505e)Stripe ID (starts with
cus_...for example,cus_XYZ789012)PayPal Billing Agreement ID (starts with
B-...for example,B-1A2B3C4D)
If your previous app does not provide these IDs, you can export them directly from Stripe or PayPal. Match each ID to the correct customer using their email address when entering the data in the Subi Migration Template.
Important: In the template, mandatory fields are highlighted in red. Optional fields can remain blank, but the columns must still be included to avoid migration errors.
Data formatting guidelines
We know formatting can be a bit tricky, but following these guidelines will help ensure that your data is ready for a smooth migration. To ensure your data is processed correctly, follow these formatting rules:
Numbers: Enter as numeric values.
Dates: Format as
YYYY-MM-DD 00:00:00(for example,2024-10-30 00:00:00). Use 00:00:00 as the time for all contracts.Phone numbers: Format as
+[country code][number](for example,+1234567890).Country and province codes: Use two-letter codes, such as
USfor United States andCAfor California.
If you don’t have these codes, you can also refer to these resources:Zip codes: Format US zip codes as plain text to preserve leading zeros. For example,
07045should not lose the zero. If necessary, manually check for 4-digit zip codes and add the leading zero back.Shipping phone numbers: Every contract must include a valid shipping phone number. If missing, you may use your store’s phone number. Ensure the numbers are formatted correctly, like this: +[country code][number] (e.g.,
+1234567890).
Note: All columns in the Subi Migration Template must be included in your file, even if they do not contain data. For example, billing_min_cycles may be blank but must appear as a column.
Data sensitivity and accuracy
The information you enter in the template needs to be precise. The migration system is sensitive to small differences. Ensure you enter exact accepted values:
Billing Interval: Accepted values are
DAY,WEEK,MONTH,YEAR. Variations (for example, “days” or “weeks”) will cause errors.Status: Accepted values are
Active,Pause,Cancelled,Expired. Do not use variations such as “Canceled.”
Avoid small spelling differences (e.g., "Canceled" instead of "Cancelled"), as this could cause errors during the migration.
Product variant IDs and multiple products
Each product in Shopify has a Product Variant ID, even if the product doesn’t have any variants. In the migration template, each row must represent one Product Variant ID.
If a subscription contract includes multiple products, list each product on a separate row with:
Line Quantity: The number of units.
Line Base Price: The price before discounts.
Line Discount Percent: The percentage discount (for example, enter
10for 10%).
Important: Some exports (such as from Bold) may list all Product Variant IDs in one row. For Subi migration, split them so each Product Variant ID is on its own row.
And that’s it! With these fields completed and your data formatted correctly, your Subi Migration Template will be ready for review and migration. Remember, we’re here to support you at every step, so if you have any questions or run into any challenges, don’t hesitate to reach out.
Next Steps
How do I migrate my existing subscriptions to Subi? — Learn the full process before, during, and after migration.
Migration Data Preparation – Recharge — Follow the steps if your store also uses Recharge.
Migration Data Preparation – Stripe — Learn how to prepare subscriptions billed through Stripe.
Need Help?
Feel free to contact our support team. We're here for you anytime:
Live Chat: Message us from within the Subi app or your Shopify Admin.
Email: Reach us at [email protected].