In this guide, you will find more information on moving your customers and subscriptions to ReCharge from a specific platform. For general information on migrating to ReCharge, make sure to review the migration steps.
I don’t understand how to keep Bold and ReCharge running on my store at the same time. Can you walk me through how this works?
You can install ReCharge on a duplicate theme or on the active one.
If you choose to use a duplicate theme, you will need to prepare to make the theme live before migration. This way, new customers will go through the ReCharge checkout. Current customers in Bold will continue processing in the Bold system.
If you choose to install ReCharge on your active theme we will need you to uninstall the Bold code. That way Bold will not be present on your front-end storefront, but will still continue processing the orders in the back-end. New customers will be able to sign up through ReCharge.
Bold will need to be canceled entirely after the migration. We recommend reaching out to Bold to ensure the processing will not continue.
What happens to the customers who already have a Shopify account?
If the customer already has an account in Shopify, they will be able to use the same account in ReCharge as long as it is the same email address. They will also be able to use the same password as before.
What if I'm using Authorize.net?
You'll contact Bold and ask them to transfer your customers' payment data from their Spreedly account to the ReCharge Spreedly account. They'll give you the next steps for this transfer.
Do I have to contact Cratejoy before making the switch and how will this work with ReCharge’s migration timeline?
Yes, you will need to contact Cratejoy as there is an additional step when moving Stripe or PayPal payment information into your processor account. This must be scheduled with Cratejoy prior to the migration to ReCharge. It can usually take up to two weeks or longer.
Can you walk me through the process of billing old customers on Cratejoy while also having ReCharge turned on?
When you change the domain to point to Shopify, new customers will now be signing up through Shopify and ReCharge. However, Cratejoy will still be running in the background and will be able to process your old customers in the interim.
Can my customers still login to their account and make changes?
Yes, they will be able to login directly to Cratejoy and view their orders and subscriptions. We recommend having your team track these changes during the week of the migration so that they can be updated and reflected in your ReCharge account.
What do I do if I have customers in the Cratejoy Marketplace?
Due to data privacy reasons, Cratejoy does not allow merchants to take the payment records for any subscribers that were obtained through the marketplace at cratejoy.com. That said, there are a couple of options to reduce churn:
- Leave the Marketplace customers on Cratejoy and let Cratejoy process these customers.
- Bring these customers over without their payment information and have them re-enter a credit card into ReCharge through their Customer Portal.
What do I do if I have customers on PayPal?
PayPal doesn't allow Cratejoy to transfer the Payment Agreement IDs to another PayPal account. Similar to Marketplace customers, there are a couple of options here to reduce churn:
- Leave the PayPal customers on Cratejoy and let Cratejoy process these customers.
- Bring these customers over without their PayPal information and have them enter a credit card into ReCharge through their Customer Portal.
- If the customer wants to continue using PayPal, they will need to go back through the ReCharge checkout with a new subscription. Some merchants have incentivized the customers in this scenario by offering a coupon or a free month on their subscription.
Magento does not have any restrictions on migrating subscriptions from their system. You can follow the standard migration steps to begin preparing your data.
If you are migrating from Subscribepro you'll need to contact their support team and ask them to transfer your payment data from their Spreedly account to our Spreedly account. They'll give you the next steps regarding this transfer.
If you are migrating from Symphony, we recommend checking your payment processor to see if you have access to the transaction IDs in your payment processor account. If you do not, you will need to schedule an export of the IDs with your payment processor.
Woocommerce doesn't have a built-in exporter for the subscription data. You'll need to export the subscription data using their API, a third-party tool, or our exporter which uses the Woocommerce API.
To use our exporter you'll need to create an API user with read/write access on your Woocommerce API settings page. Then send us the two keys for that API user. We'll export all active and inactive subscriber data and send the raw data file to you so you can format it into our import CSV template.
Note: Some advanced authentication settings can cause connection issues between our exporter and your Woocommerce API. If these issues arise you'll need to use one of the other two methods for exporting your subscriber data.