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Automating customer and subscription data migration to Recharge with Migr8

Relevant to: Shopify Checkout Integration Custom BigCommerce Integration

Migr8 is a data-extraction and formatting tool designed to automate and streamline the migration of customers and subscriptions from other platforms to Recharge. The tool uses API credentials from your legacy platform to retrieve customer and subscription data. Once the data has been retrieved, Migr8 transforms the data into a Recharge migration CSV template that can be uploaded, validated, and processed using the Recharge Migrations Tool.

This article covers how you can access Migr8, instructions for installing and using Migr8, supported platforms you can migrate from, and considerations when using this tool. 

Platforms:

  • Shopify Checkout Integration
  • Migrated Shopify Checkout Integration 
  • BigCommerce Checkout Integration
  • Custom

Before you start

  • There is a limit of 100k subscriptions for all Migr8 formatters. If your store needs to migrate more subscriptions than the given limit, use Recharge's in-app support to reach out to the migrations team. 

Install Migr8

Note on subscription statuses: Migr8 is designed to match Recharge’s available subscription statuses: ACTIVE and CANCELLED (inactive). As a result, any non-Active subscriptions on your legacy platform will be automatically converted to CANCELLED. The same applies for any Active subscriptions without a next_charge_date in the legacy platform.

You must install the Migr8 integration in your Recharge merchant portal before you can use the tool:

  1. Navigate to the Apps section in the Recharge merchant portal and click Marketplace.
  2. Scroll down to find Migr8 and click Get. 
  3. Review the information presented before selecting Install. 

Migrating to Recharge

Using Migr8

After installation, Migr8 retrieves your customer and subscription data from your legacy platform and automatically converts it into a Recharge migration CSV template. Every migration to Recharge that leverages Migr8 follows the same general sequence.

Obtain the API credentials from your existing platform, and then begin the migration process:

  1. Navigate to the Tools & apps section in the Recharge merchant portal, click Installed, and then select Migr8 from your apps.
  2. Click Open Migr8 in new tab under App website and select Install to use Migr8.
  3. Use the dropdown menu to select the platform you are migrating from.
  4. Enter the API credentials (legacy platform and payment gateway as applicable) from your existing platform into the Migr8 tool and click Start.
  5. Download the formatted CSV Migr8 creates using the download button in the Actions column.
  6. Review the CSV file for accuracy and execute any updates to the CSV output as needed (ie. pricing updates, product updates, etc)
  7. Upload the CSV to the Recharge migration tool for validation and import. Resolve any validation warnings or errors if they occur. 
  8. Process the import using the Recharge migration tool after validating the file.
    • At this time, stores using the Shopify Checkout integration must work with the Recharge Migrations team for final import - this allows payment methods to be pushed to Shopify and processed in the Shopify Subscription Legacy gateway.  
    • When you’re ready for the final import, use Recharge's in-app support to reach out to the migrations team. 

Supported platforms

Currently, Migr8 supports data retrieval and formatting from the following platforms when migrating to Recharge:

Bold v1

Required access credentials:

  • Bold v1 API key (Bold advanced plan required) 
  • Bold API “Handle”
  • Payment gateway API token(s)
  Supported Unsupported
Subscription features
  • Standard 1:1 subscriptions
  • Prepaid subscriptions
  • Paused subscriptions. Migr8 will convert paused subscriptions to “Cancelled”
  • Memberships
  • Bundles
  • Coupons
Payment processors
  • Stripe (direct API integration)
  • Braintree (direct API integration)
  • Authorize.net / Spreedly

Bold v2

Note: Bold v2 migrations do not require a manual transfer of payment data, as all payment methods are already vaulted in Shopify Payments or the Shopify subscription legacy gateway. Recharge recommends including shopify_payment_method_id values in your migration file whenever possible. If this field is left blank, Recharge automatically assigns the most recently created valid payment method on file for the customer.

Required access credentials:

  • Bold v2 API key
  Supported Unsupported
Subscription features
  • Standard 1:1 subscriptions
  • Prepaid subscriptions
  • Bundles
  • Coupons
Payment processors N/A N/A

Stay.ai

This “upload formatter” automates the data transfer from Stay.ai’s subscription export to the Recharge Migration template.

Note: Stay.ai migrations do not require a manual transfer of payment data, as all payment methods are already vaulted in Shopify Payments or the Shopify subscription legacy gateway. Recharge recommends including shopify_payment_method_id values in your migration file whenever possible. If this field is left blank, Recharge automatically assigns the most recently created valid payment method on file for the customer.
  Supported Unsupported
Subscription features
  • Standard 1:1 subscriptions
  • Prepaid subscriptions
  • Bundles
  • Coupons

Smartrr

Note: Smartrr migrations do not require a manual transfer of payment data, as all payment methods are already vaulted in Shopify Payments or the Shopify subscription legacy gateway. Recharge recommends including shopify_payment_method_id values in your migration file whenever possible. If this field is left blank, Recharge automatically assigns the most recently created valid payment method on file for the customer.

Required access credentials:

  • Access token with read access to subscription, selling plan, product, and customer.
  Supported Unsupported
Subscription features
  • Standard 1:1 subscriptions
  • Prepaid subscriptions
  • Bundles
  • Coupons
Payment processors N/A N/A

WooCommerce

Required access credentials:

  • WooCommerce URL
  • Consumer key
  • Consumer secret
  Supported Unsupported
Subscription features
  • Standard 1:1 subscriptions
  • Prepaid subscriptions
  • Bundles
  • Coupons
  • Skips
Payment processors
  • Stripe
  • Braintree
 N/A
WooCommerce API versions
  • v1
  • v3
 N/A

Appstle

This “upload formatter” automates the data transfer from Appstle subscription export to the Recharge Migration template.

Note: Appstle migrations do not require a manual transfer of payment data, as all payment methods are already vaulted in Shopify Payments or the Shopify subscription legacy gateway. Recharge recommends including shopify_payment_method_id values in your migration file whenever possible. If this field is left blank, Recharge automatically assigns the most recently created valid payment method on file for the customer.
  Supported Unsupported
Subscription features
  • Standard 1:1 subscriptions
  • Prepaid subscriptions
  • Bundles
  • Coupons
  • Prepaid subscriptions

Beta formatters

The following formatters are in beta and have been used by the Migrations team in previous migrations. To access one of our beta formatters, install the Migr8 app on your store and contact Recharge Support.

Ordergroove

This “upload formatter” automates the data transfer from Ordergroove’s subscription export to the Recharge Migration template.

Note: Ordergroove migrations do not require a manual transfer of payment data, as all payment methods are already vaulted in Shopify Payments or the Shopify subscription legacy gateway. Recharge recommends including shopify_payment_method_id values in your migration file whenever possible. If this field is left blank, Recharge automatically assigns the most recently created valid payment method on file for the customer.
  Supported Unsupported
Subscription features
  • Standard 1:1 subscriptions
  • Prepaid subscriptions
  • Bundles
  • Coupons

Skio

This "upload formatter” automates the data transfer from Skio’s subscription exports to the Recharge Migration template.

Note: Skio migrations do not require a manual transfer of payment data, as all payment methods are already vaulted in Shopify Payments or the Shopify subscription legacy gateway. Recharge recommends including shopify_payment_method_id values in your migration file whenever possible. If this field is left blank, Recharge automatically assigns the most recently created valid payment method on file for the customer.
  Supported Unsupported
Subscription features
  • Standard 1:1 subscriptions
  • Prepaid subscriptions
  • Bundles
  • Coupons

Migrating away from Recharge

These options can be enabled by request for stores moving customers and subscriptions from one Recharge account to another. Contact Recharge Support to get access. 

Using Migr8

After installation, Migr8 retrieves your customer and subscription data from your Recharge account and consolidates it into a single CSV file that can be used to prepare and import into a different Recharge account or subscription system. 

  1. Navigate to the Tools & apps section in the Recharge merchant portal and click Installed, then select Migr8 from your apps.
  2. Click Open Migr8 in new tab under App website and select Install to use Migr8.
  3. Use the dropdown menu to select your migration path.
    • Recharge to Recharge
    • Recharge to Shopify
  4. Click Start.
  5. Download the formatted CSV that Migr8 creates using the download button in the Actions column.
  6. Review the CSV file for accuracy and execute any updates to the CSV output as needed (ie. pricing updates, product updates, etc) prior to use in a new Recharge account or another subscription tool.

Supported platforms

  • Recharge (if moving customers and subscriptions from one Recharge account to another)
  • Shopify 1P

Recharge

Warning: This is only a viable option for stores processing payments via a Recharge-hosted payment gateway integration (Migrated Shopify Checkout Integration, BigCommerce Checkout Integration, and Custom). Shopify does not allow Shopify Payments payment methods to be migrated between stores.
  Supported Unsupported
Subscription features
  • Standard 1:1 subscriptions
  • Prepaid subscriptions 
Note: While prepaid subscriptions are supported, "skipped" prepaid orders will not be accounted for in the final data or migration import. These will need to be edited manually.
  • Bundles
  • Coupons
Payment processors
  • Stripe
  • Braintree
  • Authorize.net
  • Shopify Payments

Shopify 1P

For merchants moving their subscriptions from Recharge to Shopify's native subscription tool upon request.

Warning: Migrating to Shopify's native subscription tool is restricted to stores processing payments via Shopify Payments, including payment methods migrated into a Shopify legacy gateway.
  Supported Unsupported
Subscription features
  • Standard 1:1 subscriptions
  • Prepaid subscriptions
  • Bundles
Payment processors
  • Shopify Payments
  • Stripe
  • Braintree
  • Authorize.net
Note: Shopify does not allow migrating Shopify Payments payment methods between stores.

Payment Method Lookup Tool

The Payment Method Lookup Tool (PMLT) retrieves and analyzes payment method information from the following supported payment processors.

This tool provides a reliable source of truth for validation, expiration, and billing address data, while making it easier to identify and update records as needed. For Shopify Payments, merchants can use the GMV by Payment Type tool to generate a report with insights into which Shopify payment methods are currently used for subscriptions. 

Prerequisites

  1. You must install Migr8
  2. You must supply valid API credentials for the payment processor you wish to query
    • Note that read-only scopes are only required
  3. You must provide a list of payment method IDs/tokens in CSV format to use the tool
    • For migrated Shopify Checkout Integration stores, Recharge can provide this list for active subscriptions upon request
    • For Shopify Checkout Integration stores, Recharge can only provide IDs for:
      • Stripe
      • Shopify Payments

Using the tool

  1. From the merchant portal, click Tools & apps, select Installed apps, and select Migr8.
  2. Click Open Migr8 in new tab under App website and select Install to access the Payment Method Lookup Tool from Migr8.
  3. Enter the required read-only API credentials for your processor to connect using API credentials. 
  4. Upload your CSV of processor payment method IDs to retrieve the payment method data. The Payment Method Lookup Tool queries the payment processor directly and retrieves critical data, including:
    • Validation and expiration status
    • Billing address information
  5. Generate the lookup results. Once completed, the tool provides:
    • An analysis of payment method types and statuses
    • An export containing payment methods with address fields as columns

Understanding the lookup results

The Payment Method Lookup Tool provides the following information:

  • Analysis Report: A breakdown of payment method types and their statuses (valid, expired, invalid, etc.).
  • CSV Data Export: A report-format export where billing address fields are included as columns, making it easy to identify gaps and facilitate updates.
Note: Recharge designs assessment tools to help merchants better understand their subscription payments and inform the planning of payment method migration projects. While Recharge provides this tooling to support payment method migrations, ownership of PAN export- and import-related aspects is solely the merchants and their associated payment processors.

GMV by Payment Type Report

The GMV by Payment Type Report lets you access payment method and revenue data associated with subscriptions. This report combines Recharge and Shopify Payment data and provides both a single summary and a report, providing a holistic overview of subscription payments and associated payment processor(s) - specific to your subscription contracts.

You can access the GMV by Payment Type Report tool in Migr8:

  1. From the merchant portal, click Tools & apps, select Installed apps, and select Migr8.
  2. Click Open Migr8 in new tab under App website and select Install to access the tool in Migr8.
  3. Select GMV by Payment Type Report from the drop-down menu.
  4. Press Start to run the report. 
  5. Click the sheet icon to open the report summary or the download icon to export the report.

The summary contains a breakdown of all payment methods by type and platform (ie. credit_card (Shopify Payments)) that are associated with a subscription contract (all statuses). It also contains the count and active GMV (the total charge value processed over the past 12 months).

The report contains granular details about the subscription and payment method data:

Data

Definition
customer_id Recharge customer_id
email Customer email
address_id Recharge address_id associated with each payment method
subscription_id Recharge subscription_id associated with each payment method
status Subscription status
payment_method_id Recharge payment_method_id
processor_name Payment processor
processor_customer_token Payment processor customer identifier
processor_payment_method_token Payment processor payment method token
customer_id Recharge customer_id
shopify_source

Shopify Payments, payment method type

  • Remote: A payment method imported through a legacy processor migration. These payments continue to be processed through the legacy gateway in Shopify.
stripe_payment_method_id

Stripe payment method ID for remote payment methods in Shopify

  • Only returned for Stripe legacy payment methods

Considerations

Review the following considerations when using the Migr8 tool: 

Consideration

Notes
Bundles Formatting for Bundles selections is not supported. 
Early Adopter Programs Early Adopter Program feature migration is not supported.
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