Import from Authorize.net

In this article, you will be learning about connecting your Authorize.net account to Shopify in order to migrate customers and their payment methods info inside Shopify. Once this process is completed, you will then be able to create and manage subscriptions for these customers inside the Loop Subscription app.

Prerequisites for customer migration from Authorize.net

You must have an active Authotize.net account having customer payment methods which needs to be migrated
You would need to export the customer and payment data from your Authorize.net account
You would need to set up and enable Authoize.net payment gateway (with the same account credentials you are transferring from) on your Shopify store.

Importing customer data in Shopify

Before proceeding to migrate customer payment methods from Authorize.net, you can import the customer's basic data like name, email, and address using Shopify's native import tool available on the customer's page in your Shopify account.

A screenshot has been added below to help you locate the import option on the customers page.



This step can be skipped if

The customers are already present in Shopify and only if the payment methods info needs to be migrated.
Or if the address info is not available to be imported. Customer names and emails are imported while using the Loop customer migration tool.

Loop Customer Migration Utility

To streamline the migration process and easier to understand, we have made a customer migration utility inside the Loop app. Detailed instructions have been provided below to help you with the migration process.

Accessing the customer migration utility

It can be accessed by going to Settings > Migrate Customers and Payment Methods.

Select Payment Provider

Migration support is currently available for Stripe, PayPal Express and Authorize.net. Select Authorize.net from the dropdown.

Enabling Authorize.net payment gateway on your Shopify store

Please make sure that you have enabled Authorize.net payment gateway on your Shopify store. As we can't check this automatically, you have to check it yourself. Make sure that the Authorize.net account you are connecting on your store is the same account having the customers and payment data which needs to be migrated.

Export customer data from Authorize.net

Once you have connected your Authorize.net account to Shopify, you'll need to export your customer and payments data from Authorize.net.

Step 1: Login to your Authorize.net account and click on the tab TOOLS.



Step 2: In the left navigation, click on the option Customer Information Manager (CIM)



Step 3: Now, in the Customer Information Manager window, click on Advanced Search



Step 4: Choose the option Search Customer and Payment Profiles from the Profile Type dropdown.



Step 5: In the Advanced Profile Search Results page, you can see the Customer Profile ID and the Profile ID which will be needed for the migration along with the Email. Click on the option Download to File and that's it.

Using the migration utility

You would have to keep the exported Authorize.net payment methods file in a separate tab in order to paste the Authorize.net Customer Profile ID and Authorize.net Profile ID in the migration utility section. If the customer is existing with the added email address, then the Authorize.net payment info will be added with all other customer data as before. If the customer was not present before, then a new customer will be auto-created in Shopify.

This is great but I have more than 100 customers to migrate.

Don't worry if you have a long list of customers to be migrated. You can connect with our support team to assist you with the migration process. You just need to send us the exported Authorize.net customer data csv file to migrations@loopwork.co

Migrating Subscriptions

Once you have migrated all the customers and payment methods from Authorize.net, you will be able to re-create the subscription using their saved Authorize.net payment methods. You can use the "Create Subscription Manually" tool in the Loop admin portal to replicate their existing subscription including billing schedule, products subscribed, shipping address and prices. Once the subscription is created, your customers will receive a notification along with the customer portal link to manage their subscriptions.

--> Learn more about Migrating Subscriptions

Don't forget to pause/cancel the existing subscriptions in the other subscription app after successful migration to avoid double billing issues for your customers.

Updated on: 11/09/2024