In this guide, we'll cover the process of connecting your Stripe account to Shopify to migrate your existing customer payment methods, so they can be used with Shopify's new subscription tools.
Requirements to migrate customer payment methods subscriptions
Your existing customer payment methods need to stored in a Stripe account.
You'll need an export of your customer data from Stripe.
You'll need an export of your subscription data from your previous platform.
Shopify Payments needs to be connected as your main gateway in Shopify.
Stripe needs to be connected as a secondary gateway in Shopify.
Import customer data into Shopify (names, email, addresses)
First import all your customers using Shopify's native import tool located on the customer's page in your Shopify account. In this step, you'll use the .csv import tool in Shopify to migrate basic data from your subscription customers to Shopify. This should include their names, email addresses, shipping addresses, etc. Alternatively, Shopify makes a store importer app that can assist with importing customer information.
Detailed instructions for this step can be found at the following link: https://help.shopify.com/en/manual/customers/import-export-customers
Connect Stripe to your Shopify account
Next, you'll need to make sure that Shopify Payments is configured and connect your Stripe account to Shopify as well using the following link. Just make sure to replace "company-name" with your actual myshopify subdomain.
Detailed instructions for connecting Stripe you Shopify can be found here:
Export your customer data from Stripe
Once you have imported your customer data and connected your Stripe account to Shopify, you'll need to export your customer data from Stripe and send it to a PayWhirl team member to process the import file. We need a .csv export from Stripe, or another system, that contains your customers' Stripe IDs, Card IDs, and Email addresses.
You will need to update the column headers in the spreadsheet you send to our team to the following values:
stripe_payment_method_id before sending it to our team.
Note: If the Card ID values in your Stripe export are blank, this is most likely because the payment methods have not been "Set as default" in Stripe. You can fix this by using the UI in Stripe to set the payment methods to be the default before exporting, or by exporting from another system that may have the default card id saved.
Contact our team to process the import file
The last step is to connect with a PayWhirl team member through live chat or by sending an email to firstname.lastname@example.org so we can process your import. Our system will import and match the customers from Stripe with your existing customers using their email addresses (imported in the first step).
Once the import is complete, you'll be able to re-create subscriptions for your customers (or create new subscriptions) using their existing payment methods from Stripe. You can use the create subscription tool in the PayWhirl app to ensure customers bill on the same schedule, and with the same products or services, they were subscribed to previously.
Detailed instructions for creating subscriptions can be found at the link below:
If you have more than 50 active subscriptions to create, we can also assist by importing your legacy subscriptions. This process is in BETA. To learn more please see the following link. https://docs.paywhirl.com/en/articles/5497441-how-to-migrate-active-subscriptions-to-shopify-in-bulk-with-paywhirl-2020-version
If you have any questions, please reach out to our support team. We're happy to help.