In this guide, we'll cover connecting your Braintree account to Shopify to migrate your existing customer payment methods so they can be used with Shopify's subscription tools.
Requirements to migrate customer payment methods subscriptions
Your existing customer payment methods need to be stored in a Braintree account.
You'll need an export of your customer data from Braintree.
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.
Braintree 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 Braintree to your Shopify account****
Next, you'll need to ensure that Shopify Payments is configured and connect your Braintree account to Shopify using the following link.
Only this link will connect Shopify to Braintree for import.
If your Shopify domain were my-coffee-co.myshopify.com, you would change the link like this:
https://my-coffee-co.myshopify.com/admin/payments/legacy_subscription_braintree
Detailed instructions for connecting Braintree to Shopify can be found here:
Export your customer data from Braintree
Once you have imported your customer data and connected your Braintree account to Shopify, you'll need to export your customer data from Braintree and send it to a PayWhirl team member to process the import file. We need a .csv export from Braintree or another system that contains your customers' Braintree customer IDs, Braintree payment method IDs, and Email addresses.
You will need to update the column headers in the spreadsheet you send to our team to the following values: email, braintree_customer_id and braintree_payment_method_id before sending it to our team.
Please only include the active payment methods tied to a subscription. Including extra payment tokens can complicate and slow down the import process. Extra payment tokens can be imported after the subscription migration has completed.
Contact our team to process the import file
The last step is to connect with a PayWhirl team member through live chat or email team@paywhirl.com, so we can process your import. Our system will import and match the customers from Braintree with your existing customers using their email addresses (imported in the first step).
**Verifying the import worked**
During the import to Shopify, we do not have access to your Braintree or payment data directly. We can only confirm that Shopify has received the payment information you gave us. There can be circumstances where Shopify vaults the card, but there are issues trying to charge the cards down the road. We highly recommend making a few live charges to reduce the chance of issues.
Migrating Subscriptions
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 Braintree. 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. 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
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If you have any questions, please reach out to our support team. We're happy to help.
Sincerely,
Team PayWhirl