This guide explains the process of migrating from Cratejoy to Recharge. Your migration process depends on whether the payment processor in-use is Stripe, PayPal or Braintree.

Prep for migration

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 your old platform.

Be sure to fill out the Migration Questionnaire (click “Migrate to Recharge” at the top or bottom of the page) when setting up your store for the first time. Submitting this form informs our team that you are in the preparatory phase and will be migrating your existing data soon.

Stripe

Use the migration template to format your data from Cratejoy and Stripe correctly. This ensures that there are no issues when importing the data into Recharge.

The Recharge team has a tool that can help with the data-formatting for merchants migrating from Cratejoy. For the export process consider the following:

• Shopify Product and Variant IDs need to manually be mapped into the file separately.
• This tool is currently in Alpha. There may be issues that require manual mapping.
• Customizations to your subscriptions may not be supported with this tool.

Cratejoy owns the Stripe data within their platform and their team needs to export this data for you. Schedule the export with their team as early as possible to avoid significant delays. Use this date as a benchmark to plan for the Recharge launch to happen in the same week.

The migration process

These processes are designed to maintain uptime and minimize errors. If the recommended process is not followed, it can result in increased issues, or additional work to complete the migration. As a merchant, you and your team are responsible for executing the migration steps in the correct order as outlined below.

Complete the following steps:

1. Plan your ideal go-live and migration date. The go-live needs to happen first, and migration afterward. If you prefer a quick transition, work towards both in parallel.
2. Replicate your subscription program in Shopify and Recharge. Follow how to preview and publish the Recharge subscription widget to confirm it works as expected for your store. The Recharge widget script will automatically work with most Shopify themes. If you experience any issues with the display, reach out to your Recharge Implementation contact.
3. Migrate your domains to Shopify when ready, and publish the subscription widget. Ideally, plan this around the Stripe export date.
4. Send your API and Stripe information to your Recharge Implementation contact to kick off the migration. The required information, includes:
• Cratejoy API Key.
• Your Client ID.
• The Stripe ID file provided by Cratejoy.
5. Manually map your Shopify Product and Variant IDs into the file.
6. The Recharge Launch team will validate your formatted migration file through Recharge and import the data.

A hold is placed on the recurring charges when Recharge runs the import. You must review the data and confirm with your Recharge Implementation contact that everything is inputted correctly before Recharge can remove the hold.

PayPal or Braintree

Use the migration template to format your data from Cratejoy correctly. This ensures that there are no issues when importing the data into Recharge.

The Recharge team has a tool to help with the data formatting for merchants migrating from Cratejoy. For the export process consider the following:

• Shopify Product and Variant IDs need to manually be mapped into the file separately.
• This tool is currently in Alpha. There may be issues that require manual mapping.
• Customizations to your subscriptions may not be supported with this tool.

Cratejoy does not export PayPal subscriber data. Cratejoy stores with PayPal subscribers can take either route of:

• Leave PayPal/Braintree subscribers in Cratejoy: You can encourage these customers to re-subscribe on your site, or allow them to churn naturally. Their legacy customer portal will no longer be accessible and they will have to contact your customer support team to update their subscription.
• Cancel all PayPal subscribers in Cratejoy: Encourage these customers to re-subscribe on your site.

The migration process

These processes are designed to maintain uptime and minimize errors. If the recommended process is not followed, it can result in increased issues, or additional work to complete the migration. As a merchant, you and your team are responsible for executing the migration steps in the correct order as outlined below.

Complete the following steps:

1. Plan your ideal go-live and migration date. The go-live needs to happen first, and migration afterward. If you prefer a quick transition, work towards both in parallel.
2. Replicate your subscription program in Shopify and Recharge. Follow how to preview and publish the Recharge subscription widget to confirm it works as expected for your store. The Recharge widget script will automatically work with most Shopify themes. If you experience any issues with the display, reach out to your Recharge Implementation contact.
3. Migrate your domains to Shopify when ready, and publish the subscription widget. Ideally, plan this around the Stripe export date.
4. Send your API and Stripe information to your Recharge Implementation contact to kick off the migration. The required information includes:
• Cratejoy API Key.
• Your Client ID.
5. Manually map your Shopify Product and Variant IDs into the file.
6. The Recharge Launch team will validate your formatted migration file through Recharge and import the data.

A hold is placed on the recurring charges when Recharge runs the import. You must review the data and confirm with your Recharge Implementation contact that everything is inputted correctly before Recharge can remove the hold.

FAQs

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