Consolidating legacy payment gateways before migrating existing subscribers

If you are converting a migrated Shopify Checkout Integration store to a full Shopify Checkout store, you must ensure that you only have one legacy payment gateway that processes credit card transactions in Shopify. 

This guide explains how to consolidate legacy gateways into a single gateway so you can migrate existing subscribers from the migrated Shopify Checkout Integration to the Shopify Checkout Integration.

Before you start

• Timelines vary depending on payment processor combination. The minimum timeline you should expect is 10 business days.
• After initiating the transfer, you cannot manually process or refund charges for existing customers until the transfer is finished.
• Scheduled charges will continue to process as usual during the transfer. You do not need to reschedule any charge dates during the transfer.

Overview

Moving from a migrated Shopify Checkout Integration store to a full Shopify Checkout store requires that you perform an existing subscriber migration (ESM). Before you perform that migration, you can only have one legacy credit card payment gateway connected in Shopify. For example, you cannot use both Stripe and Braintree to process orders. Instead, you need to choose between Stripe and Braintree.

If you currently use two providers to process credit card payments in Recharge, and you use Shopify Payments, you must consolidate your credit card customers to a single gateway through a processor-to-processor migration.

Note: If Shopify Payments is not your primary gateway, you do not need to consolidate gateways. In this context, you can have two gateways, for example, Authorize.net as your primary gateway and Braintree as a legacy option.

Consolidating Stripe and Braintree

Follow these steps if you are consolidating between Stripe and Braintree. This could mean moving from Stripe to Braintree, or moving from Braintree to Stripe.

Step 1 - Prepare your store

1. Fill out the Existing Subscription Migration form to join the ESM queue. This form requires your total subscriber count. Download the Customers export to get a total count of all subscribers.
2. Confirm which gateway you are consolidating to with your Recharge and Shopify migration specialists. When communicating with your migration specialists, you will need to provide the subscriber count across each payment gateway. Download the Payment methods - all export and use the processor_name column to determine the number of subscribers per payment gateway.
3. In your Recharge Payment settings, make sure you have selected the gateway you want customers consolidated to under What payment processor do you want to use?.
4. Make sure your chosen gateway is set up as a payment gateway in your Shopify admin. At this point in the process, it can be either a primary or a secondary gateway. See Adding a legacy payment gateway for detailed instructions on adding Stripe or Braintree to Shopify.

Warning: Do not remove either gateway from Recharge at this time, as doing so could negatively impact processing during the transfer.

Step 2 - Contact the payment gateway you are moving from

Contact Stripe or Braintree, depending on which gateway you are migrating customers from.

Request that they:

• Export your tokenized credit card payment data

• Provide the file via secure SFTP

This is typically delivered as a secure file name reference.

Step 3 - Contact the payment gateway you are migrating customers to

After receiving the secure file from the payment gateway you are moving away from, contact the gateway you are migrating customers to. Provide this gateway with the secure file obtained in Step 2.

After the gateway processes this information, they will provide you with a CSV file that maps the old payment tokens to the new ones.

Step 4 - Send the mapping file to Recharge

Send the CSV mapping file to Recharge.

Recharge will:

1. Validate that the file is correct.

2. Update customer payment methods to point from the old processor to the new processor.

Moving to Authorize.net

Follow these steps if you are consolidating credit card payments to Authorize.net.

Step 1 - Prepare your store

1. Fill out the Existing Subscription Migration form to join the ESM queue. This form requires your total subscriber count. Download the Customers export to get a total count of all subscribers.
2. Confirm with your Recharge and Shopify migration specialists that you are moving to Authorize.net. When communicating with your migration specialists, you will also need to provide the subscriber count across each existing payment gateway. Download the Payment methods - all export and use the processor_name column to determine the number of subscribers per payment gateway.
3. In your Recharge Payment settings, make sure you have selected Authorize.net under What payment processor do you want to use?.
4. Make sure Authorize.net is set up as a payment gateway in your Shopify admin. At this point in the process, it can be either a primary or a secondary gateway. See Adding a legacy payment gateway for detailed instructions on adding Stripe or Braintree to Shopify.

Warning: Do not remove either gateway from Recharge at this time, as doing so could negatively impact processing during the transfer.

Step 2 - Contact the payment gateway you are moving from

Contact Stripe or Braintree, depending on which gateway you are migrating customers from.

Request that they:

• Export your tokenized credit card payment data

• Provide the file via secure SFTP

This is typically delivered as a secure file name reference.

Step 3 - Provide Recharge with the secure file

After receiving the secure file from the payment gateway you are moving away from, make sure to send the file to your Recharge migration specialist. The specialist will contact Authorize.net with your information so that Authorize.net can map the old payment tokens to the new ones.

Step 4 - Recharge completes the update

After updating the customer mapping, Authorize.net sends Recharge an updated file. Recharge will then:

1. Validate the file.

2. Update all customer payment methods to point to Authorize.net.

Moving from Authorize.net

Follow these steps if you are consolidating credit card payments away from Authorize.net to Stripe or Braintree. 

Step 1 - Prepare your store

1. Fill out the Existing Subscription Migration form to join the ESM queue. This form requires your total subscriber count. Download the Customers export to get a total count of all subscribers.
2. Confirm which gateway you are consolidating to with your Recharge and Shopify migration specialists. When communicating with your migration specialists, you will need to provide the subscriber count across each existing payment gateway. Download the Payment methods - all export and use the processor_name column to determine the number of subscribers per payment gateway.
3. In your Recharge Payment settings, make sure you have selected the gateway you want customers consolidated to under What payment processor do you want to use?.
4. Make sure your chosen gateway is set up as a payment gateway in your Shopify admin. At this point in the process, it can be either a primary or a secondary gateway. See Adding a legacy payment gateway for detailed instructions on adding Stripe or Braintree to Shopify.

Warning: Do not remove either gateway from Recharge at this time, as doing so could negatively impact processing during the transfer.

Step 2 - Contact Recharge to begin the migration

You must contact your Recharge migration specialist and confirm that you are moving away from Authorize.net to Stripe or Braintree.

Recharge will export your stored payment tokens to your Authorize.net account. You must wait for confirmation from Recharge before contacting Authorize.net or your new payment gateway.

Recharge will notify you once the export is complete and provide the file reference needed for the next step.

Step 3 - Contact Authorize.net

After Recharge confirms the export is complete, contact Authorize.net and request that they export your tokenized payment data to your new payment processor.

Step 4 - Contact the payment gateway you are migrating customers to

After receiving completion confirmation from Authorize.net, contact the gateway you are migrating customers to. Provide this gateway with the secure file obtained in Step 2.

After the gateway processes this information, they will provide you with a CSV file that maps the old payment tokens to the new ones.

Step 5 - Send the mapping file to Recharge

Send the CSV mapping file to Recharge. Recharge will:

1. Validate that the file is correct.

2. Update customer payment methods to point from Authorize.net to the new processor.