Thinking of migrating to ReCharge from another platform? There is no limit to the number of subscribers we can migrate, and our dedicated migration staff will assist you every step of the way. The ReCharge team has completed hundreds of migrations and we aim to do this with as little impact on your existing subscribers as possible.
Step 1 - Prep for migration
Before migrating any data over, the first step is to go live on ReCharge. To ensure your store can continue operating throughout the migration process, this step allows all new subscribers to flow through the ReCharge platform and eliminates the possibility of them being missed during the data pull from your old system.
While setting up your store, be sure to fill out our Migration Questionnaire. Submitting this form informs our team that you are in the preparatory phase and will be migrating your existing data soon.
Step 2 - Compile customer and payment data
Once you are live on ReCharge, you can export your customer and subscription data from your old platform. By exporting this data after you have gone live on ReCharge, you can be confident that all existing data will be included in the migration.
Once you have your exports, you will need to utilize our Migration Template to alter your data into a ReCharge digestible format. This template outlines the file structure that is compatible with our Bulk Actions tool that allows you to load your existing data into ReCharge. Please also ensure that you are on a supported Payment Processor.
Step 3 - Data validation and migration import
After compiling your customer and payment data, you can use our Migrations Bulk Actions tool to validate and import your data into ReCharge. When using this tool, the validation phase will help you identify any potential errors or warnings with your data. You will iteratively validate your file then fix any issues until the validator returns zero potential issues. Once your file is fully validated, you can process the validated file into ReCharge.
Step 4 - Post-migration checklist and removing the HOLD
After your data has been migrated, you must review the Post-migration checklist to ensure all data has been migrated as you intended. The checklist walks you through verifying your data inside the ReCharge platform to ensure nothing was imported incorrectly.
This is a vitally important step as ReCharge will add an automatic hold on your store after a migration is performed that will prevent recurring processing from completing. This is done to ensure we are not erroneously charging your customers based on incorrect data.
Once you have finished the post-migration checklist, reach out to the ReCharge team with written confirmation that you have reviewed the data and found it to be correct. Once we receive this confirmation, ReCharge will remove the hold from your account and processing will resume as normal.
After the migration is completed, please contact your old subscription provider to terminate your account. This is to ensure customers are not double-billed between the two platforms.
If you have any questions, refer to our Migrations FAQ or reach out to ReCharge support.