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

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 Subscribe Pro. This ensures that there are no issues when importing the data into Recharge.

Recharge is not able to offer formatting support. Ensure you have resources allocated for the data formatting, or refer to a third-party developer for support.

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. 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.
4. Pull the final exports from Subscribe Pro and format them into the Recharge CSV template.
5. Validate your formatted migration file through the Recharge Bulk Actions tool. If your file is:
• More than 500 rows: Reach out to Recharge support to process the import.
• Less than 500 rows: Click process and finish the migration on your end.

PayPal or Braintree

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

Recharge is not able to offer formatting support. Ensure you have resources allocated for the data formatting, or refer to a third-party developer for support.

To migrate subscribers on the payment processor side from either Braintree or PayPal, Braintree customer IDs are required. Make sure to confirm that you have access to the customer IDs.

About Braintree vs PayPal:

Recharge supports PayPal via Braintree, a subsidiary of PayPal. If your existing PayPal subscribers are not in Braintree, the Braintree and PayPal teams may be able to help migrate your PayPal subscriber information into Braintree. Reach out to PayPal and Braintree directly to request they import your PayPal payment data into Braintree. Specify that the payment data is used for Recharge recurring subscription billing and not transferring recurring information.

If the Braintree and PayPal teams determine the transfer is not possible or you are unable to get access to those Braintree IDs for your existing subscribers, there are two options to proceed with the Recharge migration:

• Leave PayPal/Braintree subscribers in Subscribe Pro: 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 Subscribe Pro: 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. 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.
4. Pull the final exports from Subscribe Pro and format them into the Recharge CSV template.
5. Validate your formatted migration file through the Recharge Bulk Actions tool. If your file is:
• More than 500 rows: Reach out to Recharge support to process the import.
• Less than 500 rows: Click process and finish the migration on your end.

Authorize.net

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

Recharge is not able to offer formatting support. Ensure you have resources allocated for the data formatting, or refer to a third-party developer for support.

Subscribe Pro and Recharge both use a service called Spreedly to vault payment details via Authorize.net. This adds an extra step to the migration process, for Spreedly to migrate their tokens from Subscribe Pro’s environment to Recharge’s environment.

The transfer of Spreedly tokens can take between one to two weeks. In order for the Spreedly transfer to contain all subscriber information, it is important to wait and make this request when you are ready to push Recharge live. Spreedly will not allow you to migrate interim subscribers’ payment data if you gain additional subscribers in Subscribe Pro after the initial transfer request.

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. 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.
4. Reach out to Subscribe Pro to request the transfer of Spreedly tokens. Request the Spreedly tokens be transferred to Recharge’s environment, with confirmation sent to migrations@rechargeapps.com and include the Recharge environment key: 9Q9x4ixSJVE9Yg5tnVZXB64vQnE
5. Spreedly sends Recharge the export file, and your Recharge Implementation contact will send it to you. The file Recharge receives includes the old Spreedly token and the new Spreedly token. Your exports from Subscribe Pro need to include the old Spreedly token to action the mapping file. At this step, also ensure that you have Authorize.net configured in Recharge so that migrated customers can be charged successfully.
6. Pull the final customer and subscription data exports from Subscribe Pro to format them and the Spreedly tokens into the Recharge CSV template.
7. After formatting with the new Spreedly token, validate the migration file through the Recharge Bulk Actions tool. If your file is:
• More than 500 rows: Reach out to Recharge support to process the import.
• Less than 500 rows: Click process and finish the migration on your end.

For two weeks between go-live and migration, new subscribers will go through Recharge while existing subscribers renew in Subscribe Pro. Your Subscribe Pro subscribers will not have access to their customer portal through the Shopify account section. Advise them to send subscription update requests by email to your support team.

FAQs

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