PLEASE LET US KNOW IF YOU HAVE ANY QUESTIONS ABOUT THE PROCESS.

If you are migrating to subscriptions to Shopify or switching to PayWhirl from another subscription app, we can help import your existing subscriptions and make the process seamless for your customers. Customers will not have to resubscribe or provide their payment information again.

Subscription Import Requirements

You are using a gateway that works with Shopify subscriptions (Stripe, Shopify Payments, Authorize.net, PayPal Express, or Braintree.)
You have already imported your customers into Shopify and their payment methods. If not, please review this article for instructions.
An import file with the subscription information (see the sample file below).

We've created a migration tool to assist with the process. In a nutshell, you fill out a spreadsheet with all the required information (see the table and sample file below), then send it to our team, and we'll import the file to create the subscriptions.

Download Sample Import File

*Please use the sample file as a template. The columns must be in the correct order and use the exact labels.

We offer the import service as a free courtesy, but our support team cannot modify the file you send us. Please make sure it matches the formatting exactly, or we won't be able to import it. If you have any questions about the formatting, please don't hesitate to get in touch with our support team.

Column name	Type	Required	Example	Description
source_id	String	Required	1234567	Unique ID in the legacy system, required to avoid importing the same subscription more than once
customer_id*	Customer ID	Required	2930896994378	Shopify ID of the customer Alternatively, you can use the column name customer_email* and provide the email address instead*
next_order_date	DateTime	Required	2021-12-15T12:30:00	Timestamp of the next order date. If it doesn't contain an explicit timezone, UTC is assumed
currency	String	Required	USD	3-letter currency code
payment_method_id	Payment Method ID	Optional	e7219f3b896e813799ec786bdd5ecd70	Shopify ID of the preferred payment method. If empty, we'll try to use the latest active payment method of the customer
billing_interval_type	Interval Type	Required	year	Type of the billing interval [year, month, week, day]
billing_interval_count	Integer	Required	3	The number of intervals between billings
delivery_interval_count	Integer	Optional	1	The number of intervals between deliveries (only required for pre-paids)
billing_min_cycles	Integer	Optional	10	Min amount of billings before the customer can cancel
billing_max_cycles	Integer	Optional	20	Max amount of billings after which the subscription expires
billing_anchor_day	Integer	Optional	20	Anchor day: 1-7 for days of week (1 = Monday), if billing_interval_type is "week", or 1-31 for days of month, if billing_interval_type is "month" or "year"
billing_anchor_month	Integer	Optional	10	Anchor month: 1-12, only used if billing_interval_type is "year"
finishing_behavior	Finishing Behavior	Optional	immediately	Finishing behavior [immediately, end-of-cycle]
delivery_method_type	Delivery method type	Optional	shipping	Delivery method type [shipping, pickup, local-delivery]
delivery_price	Decimal	Required	5.99	Delivery price (enter zero for free shipping/digital products)
delivery_first_name	String	Optional / Required for delivery	John	Delivery address: first name
delivery_last_name	String	Optional	Smith	Delivery address: last name
delivery_address_1	String	Optional / Required for delivery	555 Beverly Hills	Delivery address: first-line, typically the street address or PO Box number
delivery_address_2	String	Optional / Required for delivery	Apartment 123	Delivery address: second line, typically the number of the apartment, suite, or unit
delivery_province_code	String	Optional / Required for delivery	CA	Delivery address: two-letter code for the region
delivery_city	String	Optional / Required for delivery	Los Angeles	Delivery address: name of the city, district, village, or town
delivery_zip	String	Optional / Required for delivery	55555	Delivery address: zip or postal code
delivery_country_code	String	Required	US	Delivery address: two-letter country code
delivery_phone	String	Optional / Required for delivery	+16135551111	Delivery address: phone number formatted using E.164 standard
delivery_company	String	Optional	PayWhirl	Delivery address: company or organization
delivery_pickup_location_id	Location ID	Optional / Required for 'pickup' delivery_method_type	61054058662	ID of the pickup location
local_delivery_instructions	String	Optional	Please leave at the reception desk	Local delivery instructions. Used only for 'local-delivery' delivery_method_type
line_0_variant_id	Variant ID - first line item	Required	32500008190026	Line item: Shopify ID of the product variant
line_0_quantity	Integer	Required	1	Line item: quantity of the product
line_0_price	String	Required	12.34	Line item: the price of the product
line_0_selling_plan_id	Integer	Optional	87456985332	ID of the associated selling plan in PayWhirl
line_1_variant_id	Variant ID - second line item	Optional / Required for multiple line items	32500008190026	Line item: Shopify ID of the product variant
line_1_quantity	Integer	Optional / Required for multiple line items	1	Line item: quantity of the product
line_1_price	String	Optional / Required for multiple line items	12.34	Line item: the price of the product
line_1_selling_plan_id	Integer	Optional / Required for multiple line items	59637425992	ID of the associated selling plan in PayWhirl

Once you have prepared your import file, please reach out to our team so we can review the data and work with you to ensure a successful subscription migration to Shopify / PayWhirl.

The delivery fields are technically optional, but all must be filled out for delivery to work. If you create a digital subscription or other non-physical product, please leave them all blank.

Please let us know if you have any questions or concerns.

Sincerely,

The PayWhirl Team