Migrating to Recharge via the Shopify Checkout Integration
Thinking of migrating to Recharge's Shopify Checkout Integration 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.
Before you start
- This guide applies to merchants using another subscription platform not using the Shopify Checkout (such as Bold.v1, Ordergroove.v1, Cratejoy, etc), that have existing subscribers and are not currently using one of Shopify’s eligible subscription payment processors. If you are using one of these payment processors, refer to Migrating to Recharge using a Shopify subscription payment processor.
- If you previously installed Recharge before November 2nd, 2020, and have access to the Recharge Checkout on Shopify, refer to Migrating to Recharge to complete your migration.
- If you're currently using the Recharge Checkout on Shopify and are interested in migrating to the Shopify Checkout Integration, see Understanding migrations to the Shopify Checkout Integration (with existing subscribers) to learn more about this process, including how these migrated stores function, customer and subscription management, and more.
Step 1 - Prep for migration
Before migrating any data, you must go live on Recharge. This ensures that your store continues operating throughout the migration process, allowing all new subscribers to flow through the Recharge platform, and eliminates the possibility of missing customers during the data pull from your old platform.
While setting up your store, you must complete our Migration Questionnaire (click “Start your migration plan” at the bottom of the page). Submitting this form informs our team that you are in the preparatory phase and will be migrating your existing data soon.
Recharge enables the Payment, Shipping, and Tax pages in your Recharge account after receiving the completed form, allowing you to connect your current payment processor and set up your shipping and tax settings in Recharge.
Refer to Understanding migrations to the Shopify Checkout Integration to learn more about how your payment processor, tax, and shipping settings work when you migrate to the Shopify Checkout Integration.
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.
You must also ensure that you are using a supported payment processor in Recharge.
Step 3 - Data validation and migration import
After compiling your customer and payment data, use our Bulk Actions tool to validate and import your data. When using this tool, the validation phase will help you identify any potential errors or warnings with your data (see Fixing migration errors for additional assistance). Once your file is fully validated, process the file into Recharge.
Step 4 - Post-migration checklist and removing the HOLD
Review the Post-migration checklist to ensure all data has been migrated as you intended once you’ve finished migrating your customer data. The checklist walks you through verifying your data inside the Recharge platform to ensure nothing was imported incorrectly.
This is a vital step as Recharge will add an automatic hold on your store after a migration is performed that prevents recurring orders from processing. 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 support 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 ensures that customers are not double-billed between the two platforms.
Support
If you have any questions, refer to our Migrations FAQ or reach out to Recharge support.
