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Migrating to Recharge from another platform

Shopify Checkout integration BigCommerce Recharge Checkout on Shopify
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In this guide, you will find more information on moving your customers and subscriptions to Recharge from a specific subscription platform.

 

Before you start

Bold

How do I export the data from Bold.v1?

If you are using Bold's advanced V1 Subscription platform then you have access to their API. We can use this to extract all of the subscription information and import it to Recharge. 

  1. From Subscriptions’ admin, select Integrations, then API Keys.
  2. Select Create Private Key.
  3. Enter a Handle. Note: This is a name for the API key that will only be visible to you. The handle can be used to help you identify what program, system, or app the key is using.
  4. Select Generate.

You'll send us the API key and Handle. 

If you're not using the advanced Bold system then you will not have access to their API. You'll need to request an export from Bold's team that includes the payment information. Or you can download the Customers By Products export from their Exports dashboard. 

How do I export the data from Bold.v2?

If you are using Bold's V2 Subscription platform then you have access to the Bold.v2 API. We can use this to extract all of the subscription information and import it to Recharge. These steps are slightly different from the V1 API. 

  1. Go to this page and create a bold account center account by clicking Get Started at the bottom: https://apps.boldapps.net/accounts/login
  2. As you create the account, select Join an Existing Store or Organization
  3. When you click that, I believe it will take you to an admin screen to login and join the store to your Shopify/Bold account
  4. Once that's connected, you can click the developer settings link to go to the API Key page.
  5. When creating the API key, we will need read permissions to products, customers, subscriptions, and subscription groups at a minimum.. but if you give us read permissions to everything, that wouldn't hurt in case we need to alter the script at all.
  6. You'll send us the API key and Shared Secret keys.

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 in Shopify, on a copied theme in BigCommerce, 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. 

Cratejoy

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 the new eCommerce platform, new customers will now be signing up through 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 log in to their account and make changes?

Yes, they will be able to log in 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

Magento does not have any restrictions on migrating subscriptions from their system. You can follow the standard migration steps to begin preparing your data.

Shopify Checkout

If you are currently using Shopify's Subscription functionality with an existing app, such as Bold or PayWhirl, you can migrate your existing subscriptions to Recharge. However, please note that due to a Shopify limitation, we are only able to assign the payment method that was most recently added to a customer's profile to their subscription contract.

Subscribe Pro

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. 

Symphony

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

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. 

 

Resources

You can enlist the help of a trusted Recharge Partner to migrate from another platform. If you're a developer, view the Developer Docs for more information on integrating with Recharge using the Recharge API.

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