Stripe Migration – Resources

Initiate an Export Request with Stripe

 

https://support.stripe.com/contact/login?email=true&subject=Migration+away+from+Stripe

 

Stripe Data Export

 

https://docs.stripe.com/get-started/data-migrations/pan-export

 

 

Migrating Export Stripe Auto Payment

 

Migrating automatic payments in Stripe involves exporting customer and payment data, then either importing it into a new Stripe account or another payment processor. This process requires careful planning to ensure a smooth transition and avoid disruption to recurring billing. 

Key Steps for Migrating Stripe Auto Payments:
  1. 1. Plan the Migration:
    • Identify data to migrate: Determine which customer and payment data (including subscriptions, payment methods, and related metadata) needs to be transferred. 
    • Choose a migration path: Decide whether to migrate to a new Stripe account or another payment processor. 
    • Estimate customer count and timelines: Assess the number of customers and payment methods involved, and plan a realistic migration timeline, considering potential deadlines. 
    • Select a migration method: Determine whether to export data via the Stripe API or through the Dashboard, depending on the data types and volume. 
    • Consider PCI compliance: If transferring sensitive card data, ensure the process is secure and compliant with PCI regulations. 
  2. 2. Exporting Data from Stripe:
    • Customer data: Use the Stripe API or Dashboard to export customer data, including customer IDs, email addresses, and any associated metadata. 
    • Payment data: Export payment information, including payment methods (e.g., cards, bank accounts), transaction details, and subscription data. 
    • Consider using custom exports: For more granular control, use the Stripe API or Dashboard’s custom export feature to select specific columns and filter data. 
  3. 3. Migrating to a New Stripe Account:
    • Import customer data: Utilize the Stripe API or Dashboard to import customer records into the new Stripe account. 
    • Import payment methods: Import payment methods, ensuring they are associated with the correct customers. 
    • Recreate subscriptions: Manually recreate subscriptions in the new Stripe account, ensuring the correct billing cycle, start date, and customer details. 
    • Consider using the Stripe Billing import toolkit: This toolkit can automate subscription migration. 
  4. 4. Migrating to Another Payment Processor:
    • Contact Stripe for assistance: Engage Stripe’s support team to initiate a secure data transfer to the new payment processor. 
    • Provide necessary information: Supply Stripe with details about the new processor, account information, and the types of data being migrated. 
    • Coordinate with the new processor: Work with the new processor to import the data and set up recurring billing. 
  5. 5. Post-Migration Steps:
    • Test thoroughly: Verify that all subscriptions and payments are functioning correctly in the new environment. 
    • Communicate with customers: Inform customers about the migration and any necessary actions they need to take, such as updating payment methods. 
    • Monitor for issues: Continuously monitor the system for any issues and address them promptly. 
Important Considerations:
  • Link data is not transferable:

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    Customer payment credentials saved through Link cannot be transferred to other processors.

  • Stripe Tax migration:

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    If using Stripe Tax, ensure subscriptions are properly updated to enable automatic tax calculations.

  • PCI compliance:

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    Always prioritize secure data transfer practices, especially when handling sensitive payment information.

  • Customer communication:

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    Keep customers informed throughout the migration process to minimize disruptions and maintain trust

 

Example Stripe Export

 

https://docs.findock.com/payment-processors/guide-stripe-recurring-credit-card-migration