Migrating your customer data to Stripe
Use the materials below to migrate customer data from a previous processor to your account.
After reviewing this material you’ll be able to:
Understand the Stripe migration process. Be able to scope the timeline for your migration. Know the integration elements required for a successful migration. Understand how to migrate payment details with minimal disruption to your users.
To best use the material below, watch the
Migrating your customer data to Stripe video and read the accompanying documentation.
After learning about these topics, you can download a list of associated action items in CSV format below.
Review the links below to learn more about the topics covered in this video series:
After reviewing the guide, follow these steps for payment method migrations for your integration.
Download the list of action items in CSV format Download CSV Build your integration Develop your data migration plan, starting with new customers. Your end goal is to migrate 100% of new customers, then migrate existing customers. Design a process for customers to update their card information. Familiarize yourself with the migrations process Review Stripe’s migration docs. Contact your previous processor to understand their migrations process. Plan migrations and connect with existing processor Identify which payment details you’ll migrate. Identify which payment methods you’ll migrate. Find out how many customer records you’ll migrate. Plan a migration timeline that considers your previous processor, your customer count, and any upcoming deadlines. Send the Stripe Migrations team details about your previous processor, Stripe account number, number of records to be migrated, and types of payment methods that you plan to import. Connect with the Stripe Migrations Team Introduce your existing processor to Stripe’s Migrations team. Complete any action items or provide any additional information requested by Stripe or your existing processors’ migrations team. Migrate and update Follow communication between Stripe and your previous processor to ensure your team is prepared. Respond to any issues identified during migration. Look for an email from the Stripe Migration team with the JSON mapping file. Parse JSON mapping file and update your database accordingly. Implement a process for customers to update their card information. Design your remapping plan, and include remapping where applicable. subscription Begin charging existing customers on Stripe.