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Migrate from Yotpo to Recharge

Shopify Checkout integration
Sections

This guide explains the process of migrating from Yotpo to Recharge. Recharge offers a self-serve migration tool that makes it easy to migrate your subscription customers from other Shopify subscription platforms to Recharge. See Migrating to Recharge to understand the migration process.

Platform:
  • Shopify Checkout Integration

Before you start

Follow the instructions for getting started with Recharge to prepare for your migration. This ensures that your store continues operating throughout the migration process, allowing all new subscribers to flow through the Recharge platform, while also eliminating the possibility of missing customers during the data pull from Yotpo.

Export subscription data

Yotpo will provide you with your subscription data in the format that works with the Recharge migration template. If you have not received your subscription data, you will need to reach out to Yotpo to request this. We recommend getting an export of your subscription data as early as possible to give yourself enough time to process your migration.

Prior to requesting your data export, Yotpo recommends updating renewal dates in their platform prior to requesting the final export. They suggest creating a 1-2 day gap between your final renewals on Yotpo and your first renewals on Recharge to avoid double charging customers. You can follow Yotpo's guide to bulk move renewal dates for Yotpo subscriptions. 

Note: We recommend getting a new export of your subscription data from Yotpo on the day that you go live in Recharge. This will ensure any updates on your existing subscriptions are reflected in Recharge.

How to migrate

Once you have your subscription data from Yotpo, you can import your data using the Recharge migration tool. Follow the steps in Migrating to Recharge to use Recharge's self-service migration tool. 

Note: Ensure that your subscriptions on Yotpo are disabled prior to having your subscriptions renew on Recharge. To decommission Yotpo renewals, you need to uninstall the Yotpo app from your Shopify store. 

Prepaid subscriptions

Yotpo supports skip on prepaid orders. To ensure your prepaid subscriptions order schedules align after the migration, contact Recharge Support after you complete the migration import.

Note: The Yotpo custom export is required for a successful migration with prepaids. You will need to contact Yotpo support for the subscription data export. 

Managing SKU rotation

If you utilized Yotpo's SKU rotation feature, contact Recharge Support for guidance on how to set up and ensure your migrated data is working as expected.

Out of stock products

Yotpo may not include product or variant IDs for out-of-stock products. In these cases, merchants must either add a placeholder or replacement product, or exclude these customers from the migration.

FAQ's

Where are my payment methods?

All Yotpo subscriptions are processed in the payment processor in Shopify. This is either via Shopify Payments or through Shopify's legacy gateway. Yotpo will include the column "shopify_payment_method_id" in the subscription data export. 

How do I handle errors due to missing Shopify payment method IDs?

Shopify requires payment method IDs in order to re-create subscription contracts within Recharge. If your Yotpo data is missing payment method IDs, we recommend checking with Yotpo to see if they're able to access the missing data. If they are not able to get these IDs, you can leave this column blank and Recharge will use the customer's most recent created valid payment method in Shopify. 

Can I export my own subscription data?

No. You need to reach out to Yotpo's support team to request the data Recharge needs for the migration.

See more information and frequently asked questions regarding the migration process in Migrations FAQ. 

Why am I seeing migration errors?

While the data coming from Yotpo will be provided in the Recharge format, there may still be some validation errors in the Recharge tool that need to be resolved before an import can process. See the following types of issues and their resolutions.

  • Product data (product ID or variant ID): You can manually update the product information in your file to ensure all imported subscriptions are attached to a valid product ID.
  • Payment methods: Some customers may have older cards on file that are no longer valid. While these payment method IDs will still be provided by Yotpo, they cannot be used to create a new subscription contract with Shopify. Common options to resolve errors related to missing or invalid payment methods include:
      • Remove the payment method ID from these rows. Recharge will automatically use the most recently created valid payment method for that customer.
      • Exclude these customers out from the migration import and contact them to complete the checkout process again with a new subscription.
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