Import from PayPal Express
In this article, you will be learning about connecting your PayPal Express 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.
You must have an active PayPal Express account having customer payment methods which needs to be migrated.
You would need to setup and enable PayPal Express checkout (with same account credentials you are transferring from) on your Shopify store.(https://help.shopify.com/en/manual/products/subscriptions/setup?shpxid=0b3889f0-B2A6-4D8D-6D24-FAA89EF7C3DD#eligibility-requirements)
Before proceeding to migrate customer payment methods from PayPal Express, you can import the customer basic data like name, email, and addresses 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 in customers page.
The customers are already present in Shopify and only if the payment methods info need to be migrated.
Or if the addresses info is not available to be imported. Customer name and email are imported while using the Loop customer migration tool.
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.
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 PayPal Express from the dropdown.
To enable PayPal Express for subscriptions, you need to:
Configure PayPal Express payment gateway for your store.
Create at least one selling plan.
Once you have done these steps, Shopify will automatically submit your store for approval to PayPal and send you an email with more info about the same. After this, you just need to wait for a day or two and you will either be notified of the approval or request to share more info about your store.
Once you have connected your PayPal Express account to Shopify, you'll need to export your customer and payments data from PayPal Express.
Step 1: Login to your PayPal account and go to All reports under Activity tab.
Step 2: In the Reports window, click on Activity download option.
Step 3: Select Transaction type, Date range and choose CSV date format. Click on the Create Report button.
Step 4: Once the report is available, click the Download button to save the CSV file on your system.
You would have to keep the exported PayPal transactions file in a separate tab in order to paste the PayPal billing agreement ID
If the customer is existing with the added email address, then the PayPal express 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 PayPal Express transactions data CSV file to migrations@loopwork.co with the required fields (first name, last name, email, PayPal billing agreement ID) and we will automatically import and update the customers with PayPal Express payment info.
Once you have migrated all the customers and payment methods from PayPal Express, you will be able to re-create the subscription using their saved PayPal Express payment methods.
--> Learn more about Migrating Subscriptions
Prerequisites for customer migration from PayPal Express
You must have an active PayPal Express account having customer payment methods which needs to be migrated.
You would need to setup and enable PayPal Express checkout (with same account credentials you are transferring from) on your Shopify store.(https://help.shopify.com/en/manual/products/subscriptions/setup?shpxid=0b3889f0-B2A6-4D8D-6D24-FAA89EF7C3DD#eligibility-requirements)
Importing customer data in Shopify
Before proceeding to migrate customer payment methods from PayPal Express, you can import the customer basic data like name, email, and addresses 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 in customers page.
This step can be skipped if
The customers are already present in Shopify and only if the payment methods info need to be migrated.
Or if the addresses info is not available to be imported. Customer name and email 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 PayPal Express from the dropdown.
Enabling PayPal Express on your Shopify store
To enable PayPal Express for subscriptions, you need to:
Configure PayPal Express payment gateway for your store.
Create at least one selling plan.
Once you have done these steps, Shopify will automatically submit your store for approval to PayPal and send you an email with more info about the same. After this, you just need to wait for a day or two and you will either be notified of the approval or request to share more info about your store.
Export customer data from PayPal Express
Once you have connected your PayPal Express account to Shopify, you'll need to export your customer and payments data from PayPal Express.
Step 1: Login to your PayPal account and go to All reports under Activity tab.
Step 2: In the Reports window, click on Activity download option.
Step 3: Select Transaction type, Date range and choose CSV date format. Click on the Create Report button.
Step 4: Once the report is available, click the Download button to save the CSV file on your system.
Using the migration utility
You would have to keep the exported PayPal transactions file in a separate tab in order to paste the PayPal billing agreement ID
If the customer is existing with the added email address, then the PayPal express 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 PayPal Express transactions data CSV file to migrations@loopwork.co with the required fields (first name, last name, email, PayPal billing agreement ID) and we will automatically import and update the customers with PayPal Express payment info.
Migrating Subscriptions
Once you have migrated all the customers and payment methods from PayPal Express, you will be able to re-create the subscription using their saved PayPal Express payment methods.
--> Learn more about Migrating Subscriptions
Updated on: 11/09/2024
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