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Migration Data Preparation - Stripe
Migration Data Preparation - Stripe

Initial steps you need to take if your existing subscription are using Stripe payment method.

Updated over 2 months ago

If you’re using Stripe as your payment method, there are a few important steps to take before we can migrate your subscriptions. This guide explains how to prepare for migrating your subscriptions that use Stripe custom checkout to Shopify Payments through Subify.


Before You Begin: Requirements

Before starting the migration process, make sure you have:

  1. Access to the Stripe account that stores your customers’ payment methods.

  2. At least one eligible payment method enabled for subscriptions in your Shopify store (e.g., Shopify Payments or Stripe).


Stripe Data Preparation

Step 1: Unauthorize Your Previous Subscription App from Stripe

The first thing you need to do is remove the previous subscription app's access to your Stripe account. Here’s how:

  • Log in to your Stripe Dashboard.

  • Go to Settings > Authorized Applications.

  • Find your previous subscription app and revoke its access.

This ensures that the previous app no longer manages your payments, allowing Subify to take over smoothly.


Step 2: Connect Stripe as a Secondary Payment Gateway in Shopify

Your Stripe account must be linked as a secondary payment gateway in Shopify. Follow these steps:

  • Open the following URL and replace {shop} with your Shopify store’s domain:
    https://admin.shopify.com/store/{shop}/payments/legacy_subscription

  • You’ll be redirected to the Stripe connection page. Follow the on-screen prompts to complete the connection process.

  • Once connected, you’ll be redirected back to Shopify’s payment settings, where a banner will confirm the successful connection of Stripe as a secondary gateway.


Step 3: Export and Add Stripe Customer IDs to Your Migration Data

In order to migrate payments from Stripe to Shopify Payments, you need to include your customers’ Stripe IDs in the Subify Migration Template. These IDs are essential for linking customer payment methods to Shopify.

Follow these steps to export Stripe IDs:

  1. Log in to your Stripe Dashboard and navigate to the Customers section: Stripe Customers.

  2. Use the Filter button to organize your data based on your requirements.

  3. Click the Export button in the top-right corner.

  4. In the export settings, include the necessary fields such as Customer IDs, Emails, and Names.

  5. Export the data and add the Stripe Customer ID (which starts with cus_...) to the appropriate column in the Subify Migration Template.


Step 4: Complete the Migration Template

Once you’ve followed these steps to export your Stripe customer data and connected Stripe to Shopify, you’ll need to include this information in the Subify Migration Template. Make sure to head back to the template and continue filling out the remaining fields to finalize your migration data.

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