Loop migration process
Migrating your existing subscriptions from another platform to Loop can feel like a big task, but it doesn’t have to be. Whether you're moving from Recharge, Bold, Smartrr, Skio, Seal, WooCommerce, or another system, Loop offers a smooth, structured process to get you up and running quickly.
This guide walks you through everything you need to know to ensure a successful and stress-free migration experience.
Before you start - Prerequisites
Understanding your platform Type
Loop migration format
Loop migration workflow
Disabling settings on old platform
3 step migration process
White glove migration service
Self serve migration service
Frequently asked questions (FAQs)
Related articles
Need help?
Before beginning the migration, please ensure the following:
✅ A valid Shopify merchant account and storefront setup on Shopify.
✅ Installed and completed configuring the Loop Subscriptions app and is live with the loop widget on storefront. If not - check our getting started section.
✅ Access to a supported payment processor (e.g. Stripe, Authorize.net, etc.) to download the relevant data. (not required for Shopify native subscription apps)
✅ The payment account needs to be active as the migrated subscriptions will continue to be processed by the payment processor.
✅ You have access to your previous platform or app to download subscription data and migrate subscriptions.
✅ Satisfy Shopify’s eligibility criteria for subscriptions.
💡 We recommend going live with Loop before migration so that new subscriptions are directly created on Loop.
Please ensure that all the prerequisites are met before going through the next steps. The exact steps will vary based on the type of platform that you are migrating from. We will be covering all these specifics in sub-articles linked below.
Native Shopify platforms → utilize Shopify checkout for the subscription purchase and management experience
Non-Native / Legacy Shopify → utilize custom checkout for subscription purchases on the store
Non Shopify platforms → subscription management is not done in Shopify based platform
Note: Based on the category of your previous subscription app/platform - we would be requiring to perform a payment token import if your platform falls under the categories marked with the red crossed lines
If you don't fall under any of the above categories - please refer to the custom platform section for more information and reach out to support@loopwork.co or book a time for consulting with us.
Loop’s migration format is a standardized structure that ensures a smooth, accurate transition of your subscription and payment data. It works seamlessly across Shopify and non-Shopify platforms, making migrations simple and reliable. For more information related to the specific data points that are covered by the migration process, you can check out our standard format templates, which dive into more depth.
Subscription migration format
Payment migration format
Note: The following data points will not be transferred over as part of the migration activity.
Historical data (order history) is not migrated during subscription migrations. This applies to all migrations. This information will be available for future reference through historical exports from the source platform.
Analytic information (total subscription spent etc) is not migrated during subscription migrations. However, migrated subscriptions will retain their created_at, cancelled_at and paused_at dates respectively.
The image below aims to help you understand how the Onboarding and Migration processes are structured.
The reason why we suggest going live with loop prior to migration is to ensure that new subscriptions are created in Loop and not on your old platform.
This will ensure that the data export that we have taken from your old platform stays up to date through the migration process (as no new subscriptions are created on your previous platform)
The following settings will need to be disabled on your previous platform before commencing migration
Customer portal permissions/settings - Existing subscriptions are not modified in any way by the customer post data export
Customer notifications - Customers are not notified in any way during the migration process
Subscription widget - New subscriptions are not created from the storefront on the previous platform
These settings once disabled will help ensure a seamless transition from your previous platform to Loop.
🔒 No customer will be notified during the migration. It’s a completely silent switch.
The migration process is a 3-step process, with some steps optional and platform dependent.
Customer Migration: This is only required when moving from an external / non Shopify platform to Loop. As in this case the customer information is not present within Shopify and the merchant would need to import the same. A detailed guide for the same can be found in Shopify docs.
Import Payments: This is only required when moving from either an external / non Shopify platform (or) when moving from a legacy platform like Bold v1 / Recharge using legacy checkout.
Import Subscriptions: This is the final step where subscription contracts are created in Loop using the migrated customer and payment data.
There are two main ways to navigate the migration process that are supported by the Loop team and is covered in detail in the article below.
White glove migration service
Self serve migration service
White glove migration service is offered without any extra charge on any of Loop's paid plans. For more information related to pricing, click here. Plans start from $99/monthly.
Steps 2 and 3 mentioned above will be directly taken up by the Loop team and executed end to end.
Reach out to us at migrations@loopwork.co to have your subscriptions migrated by our professional team of migration experts who ensure that our customers are ensured a white-gloved, stress-free experience.
Our migration team converts the platform-specific data into the standard format that is used at our end. You can refer to the below links for more information about the format and its specifics.
Migration data example
Subscription migration data format
Payment migration data format
Block a time to consult with the migration team by clicking here. We highly recommend this method for the smoothest experience.
The merchant can choose to manually migrate their subscriptions from other platforms to Loop using the inbuilt features of the loop app. This facilitates the migration process by allowing you to create the subscription contract manually on the platform.
Syncing of payment methods from Shopify is performed by the backend team on a request basis. (Required to use the create subscription functionality)
This method is only recommended when you have less than 50 subscriptions on your previous platform.
Based on the type of platform of your previous subscription platform - you would need to perform either both the steps or just one of the below-mentioned steps.
Connect your existing supported payment provider as a secondary provider to your Shopify by heading to Loop > Settings > Migrate customers and payment methods > Connect Stripe (example)
If your current payment provider is not supported - you will need to migrate to a supported payment provider to continue with the rest of the steps
Import payment tokens from the supported PSP using the Loop app. step-by-step guide
Create a subscription for that customer using the Create Subscription Manually feature found under Loop > Subscriptions ( step-by-step guide)
Request support@loopwork.co for a sync payment methods operation to be performed for your store.
Request support@loopwork.co for the feature Create subscription manually to be activated if you are on the FREE plan and are following this guide.
Create a subscription for that customer using the Create Subscription Manually feature found under Loop > Subscriptions ( step-by-step guide).
Custom platform migration
Loop migration specialists will be able to help chart a migration from custom built platform (inhouse / external) to Shopify + Loop. Migration support for this is only offered on our paid plans. A detailed technical walkthrough of the migration from a custom platform to Loop can be found in the above document.
Ques- How long does it usually take for the whole process?
Ans- This depends on the amount of subscriptions - but a good rule of thumb for estimating migration time is 1 hour per 800 contracts.
Ques- Is there any fee/extra costs for migrating my subscriptions?
Ans- No, we don't charge anything extra for the migration process. It is completely free and a white-gloved experience.
Ques- Can I migrate my subscriptions myself?
Ans- Yes, we have a built-in migration utility in the app which allows you to do the migration yourself. (reference)
Ques- Do my customers need to do anything during the migration process?
Ans- No, there is nothing that your customers have to do on their end. They won’t even notice the switch 🙂. Subscription login is seamless through the app's magic link functionality. When migrating from non shopify platforms like WooCommerce - your customers might need to activate their shopify account from their email (optional - for when you want customer to login to Shopify account to manage their orders).
Ques- Should I set up integrations before or after migration?
Ans- Please ensure that you have all your marketing / notification integrations disconnected on your old platform to avoid any notifications being triggered from these third party providers.
Ques- Is it necessary that I have to use one of the supported payment providers?
Ans- Yes, as a native subscription app we only support the payment providers which are supported by Shopify for subscriptions. Check Shopify’s list of eligible payment providers for more details.
Ques- Which platforms are supported for subscription migration?
Ans- Almost all subscription platforms/apps including but not limited to Recharge, Smartrr, Bold, Skio, Seal are supported. We also support migrating from any non- Shopify platform like Woocommerce, BigCommerce, Salesforce as long as they are able to provide us with the required data!
Here are some related articles that may offer additional insight and context.
Subscription migration
Payment migration
No worries - we're here for you!
If you have any questions or need assistance, feel free to email us at support@loopwork.co or chat with us using the support beacon at the bottom right of your screen.
Regards,
Loop Subscriptions Team 🙂
Return to top
This guide walks you through everything you need to know to ensure a successful and stress-free migration experience.
In this article
Before you start - Prerequisites
Understanding your platform Type
Loop migration format
Loop migration workflow
Disabling settings on old platform
3 step migration process
White glove migration service
Self serve migration service
Frequently asked questions (FAQs)
Related articles
Need help?
Before you start - Prerequisites
Before beginning the migration, please ensure the following:
✅ A valid Shopify merchant account and storefront setup on Shopify.
✅ Installed and completed configuring the Loop Subscriptions app and is live with the loop widget on storefront. If not - check our getting started section.
✅ Access to a supported payment processor (e.g. Stripe, Authorize.net, etc.) to download the relevant data. (not required for Shopify native subscription apps)
✅ The payment account needs to be active as the migrated subscriptions will continue to be processed by the payment processor.
✅ You have access to your previous platform or app to download subscription data and migrate subscriptions.
✅ Satisfy Shopify’s eligibility criteria for subscriptions.
💡 We recommend going live with Loop before migration so that new subscriptions are directly created on Loop.
Please ensure that all the prerequisites are met before going through the next steps. The exact steps will vary based on the type of platform that you are migrating from. We will be covering all these specifics in sub-articles linked below.
Understanding your platform type
Native Shopify platforms → utilize Shopify checkout for the subscription purchase and management experience
Non-Native / Legacy Shopify → utilize custom checkout for subscription purchases on the store
Non Shopify platforms → subscription management is not done in Shopify based platform
Note: Based on the category of your previous subscription app/platform - we would be requiring to perform a payment token import if your platform falls under the categories marked with the red crossed lines
If you don't fall under any of the above categories - please refer to the custom platform section for more information and reach out to support@loopwork.co or book a time for consulting with us.
Loop migration format
Loop’s migration format is a standardized structure that ensures a smooth, accurate transition of your subscription and payment data. It works seamlessly across Shopify and non-Shopify platforms, making migrations simple and reliable. For more information related to the specific data points that are covered by the migration process, you can check out our standard format templates, which dive into more depth.
Subscription migration format
Payment migration format
Note: The following data points will not be transferred over as part of the migration activity.
Historical data (order history) is not migrated during subscription migrations. This applies to all migrations. This information will be available for future reference through historical exports from the source platform.
Analytic information (total subscription spent etc) is not migrated during subscription migrations. However, migrated subscriptions will retain their created_at, cancelled_at and paused_at dates respectively.
Loop migration workflow
The image below aims to help you understand how the Onboarding and Migration processes are structured.
The reason why we suggest going live with loop prior to migration is to ensure that new subscriptions are created in Loop and not on your old platform.
This will ensure that the data export that we have taken from your old platform stays up to date through the migration process (as no new subscriptions are created on your previous platform)
Disabling Settings on Old Platform
The following settings will need to be disabled on your previous platform before commencing migration
Customer portal permissions/settings - Existing subscriptions are not modified in any way by the customer post data export
Customer notifications - Customers are not notified in any way during the migration process
Subscription widget - New subscriptions are not created from the storefront on the previous platform
These settings once disabled will help ensure a seamless transition from your previous platform to Loop.
🔒 No customer will be notified during the migration. It’s a completely silent switch.
3 step migration process
The migration process is a 3-step process, with some steps optional and platform dependent.
Customer Migration: This is only required when moving from an external / non Shopify platform to Loop. As in this case the customer information is not present within Shopify and the merchant would need to import the same. A detailed guide for the same can be found in Shopify docs.
Import Payments: This is only required when moving from either an external / non Shopify platform (or) when moving from a legacy platform like Bold v1 / Recharge using legacy checkout.
Import Subscriptions: This is the final step where subscription contracts are created in Loop using the migrated customer and payment data.
There are two main ways to navigate the migration process that are supported by the Loop team and is covered in detail in the article below.
White glove migration service
Self serve migration service
White glove migration service is offered without any extra charge on any of Loop's paid plans. For more information related to pricing, click here. Plans start from $99/monthly.
Steps 2 and 3 mentioned above will be directly taken up by the Loop team and executed end to end.
White glove migration service
Reach out to us at migrations@loopwork.co to have your subscriptions migrated by our professional team of migration experts who ensure that our customers are ensured a white-gloved, stress-free experience.
Our migration team converts the platform-specific data into the standard format that is used at our end. You can refer to the below links for more information about the format and its specifics.
Migration data example
Subscription migration data format
Payment migration data format
Block a time to consult with the migration team by clicking here. We highly recommend this method for the smoothest experience.
Self serve migration service
The merchant can choose to manually migrate their subscriptions from other platforms to Loop using the inbuilt features of the loop app. This facilitates the migration process by allowing you to create the subscription contract manually on the platform.
Syncing of payment methods from Shopify is performed by the backend team on a request basis. (Required to use the create subscription functionality)
This method is only recommended when you have less than 50 subscriptions on your previous platform.
Based on the type of platform of your previous subscription platform - you would need to perform either both the steps or just one of the below-mentioned steps.
Legacy / Non Shopify platform
Connect your existing supported payment provider as a secondary provider to your Shopify by heading to Loop > Settings > Migrate customers and payment methods > Connect Stripe (example)
If your current payment provider is not supported - you will need to migrate to a supported payment provider to continue with the rest of the steps
Import payment tokens from the supported PSP using the Loop app. step-by-step guide
Create a subscription for that customer using the Create Subscription Manually feature found under Loop > Subscriptions ( step-by-step guide)
Shopify native platform
Request support@loopwork.co for a sync payment methods operation to be performed for your store.
Request support@loopwork.co for the feature Create subscription manually to be activated if you are on the FREE plan and are following this guide.
Create a subscription for that customer using the Create Subscription Manually feature found under Loop > Subscriptions ( step-by-step guide).
Custom platform migration
Loop migration specialists will be able to help chart a migration from custom built platform (inhouse / external) to Shopify + Loop. Migration support for this is only offered on our paid plans. A detailed technical walkthrough of the migration from a custom platform to Loop can be found in the above document.
Frequently asked questions (FAQs)
Ques- How long does it usually take for the whole process?
Ans- This depends on the amount of subscriptions - but a good rule of thumb for estimating migration time is 1 hour per 800 contracts.
Ques- Is there any fee/extra costs for migrating my subscriptions?
Ans- No, we don't charge anything extra for the migration process. It is completely free and a white-gloved experience.
Ques- Can I migrate my subscriptions myself?
Ans- Yes, we have a built-in migration utility in the app which allows you to do the migration yourself. (reference)
Ques- Do my customers need to do anything during the migration process?
Ans- No, there is nothing that your customers have to do on their end. They won’t even notice the switch 🙂. Subscription login is seamless through the app's magic link functionality. When migrating from non shopify platforms like WooCommerce - your customers might need to activate their shopify account from their email (optional - for when you want customer to login to Shopify account to manage their orders).
Ques- Should I set up integrations before or after migration?
Ans- Please ensure that you have all your marketing / notification integrations disconnected on your old platform to avoid any notifications being triggered from these third party providers.
Ques- Is it necessary that I have to use one of the supported payment providers?
Ans- Yes, as a native subscription app we only support the payment providers which are supported by Shopify for subscriptions. Check Shopify’s list of eligible payment providers for more details.
Ques- Which platforms are supported for subscription migration?
Ans- Almost all subscription platforms/apps including but not limited to Recharge, Smartrr, Bold, Skio, Seal are supported. We also support migrating from any non- Shopify platform like Woocommerce, BigCommerce, Salesforce as long as they are able to provide us with the required data!
Related articles
Here are some related articles that may offer additional insight and context.
Subscription migration
Payment migration
Need help?
No worries - we're here for you!
If you have any questions or need assistance, feel free to email us at support@loopwork.co or chat with us using the support beacon at the bottom right of your screen.
Regards,
Loop Subscriptions Team 🙂
Return to top
Updated on: 23/06/2025
Thank you!