Migrating Payments
This guide will walk you through the process of importing payment tokens from external providers (such as Stripe, PayPal Express, Authorize.net, or Braintree) into Shopify.
Payment import is the process of transferring customer payment tokens from an external platform into Shopify's system. Tokens from supported platforms like Stripe, PayPal Express, Authorize.net, or Braintree are imported, enabling you to continue billing through the existing provider. Shopify vaults the payment tokens, but the actual billing remains with the previous provider until customers update their payment method through Shopify, i.e. until it is vaulted in Shopify.
Before proceeding with a payment import, make sure you meet the following conditions:
Supported Payment Providers:
Stripe
PayPal Express
Authorize.net
Braintree
If you're migrating from another provider that is not in this list, you will first need to move to one of these supported platforms. Other providers are currently not supported for token import.
Adyen is only supported by Shopify for new subscription creation and not supported for payment token migration.
More Information: Shopify’s Eligibility Requirements for Subscriptions
There are two ways you can migrate payment tokens from your old platform: Manual import and Automated import. Depending on the amount of tokens that need to be moved over, an informed decision can be made by the merchant to either migrate manually or go for the automated method.
Loop Subscriptions provides a feature that allows you to manually import customer tokens into Shopify one by one. This is ideal if you have fewer than 50 payment records.
First - ensure that you have connected the payment provider as a secondary (skip this step if you have the provider set up in Shopify as primary). A step-by-step walkthrough on how to connect your previous payment provider is provided below
Connect secondary payment method on Shopify / Loop
To manually import: head to Loop App > Settings > Migrate Customers and Payment Methods.
Follow the steps to upload the payment tokens from the supported provider.
Migrate from Stripe
Migrate from PayPal Express
Migrate from Authorize.net
If you prefer a more hands-off approach or have a larger number of records, we offer White-Glove Migration Support. Here's how it works:
Provide us with the API keys from your current payment provider (e.g., Stripe, PayPal Express, Braintree, Authorize).
Ensure that your payment provider is already connected in Shopify, either as the primary or secondary provider. (guide)
The provider must be connected to Shopify for us to import payment tokens into Shopify's vault. For more details on how to connect as a secondary provider, follow this guide. To set as primary, you can follow this article from Shopify
For assistance, reach out to support@loopwork.co.
If you experience any difficulties or have further questions, we're here to help. Contact our support team at support@loopwork.co or through the chat beacon in the bottom right corner of the app.
What is a Payment Import?
Payment import is the process of transferring customer payment tokens from an external platform into Shopify's system. Tokens from supported platforms like Stripe, PayPal Express, Authorize.net, or Braintree are imported, enabling you to continue billing through the existing provider. Shopify vaults the payment tokens, but the actual billing remains with the previous provider until customers update their payment method through Shopify, i.e. until it is vaulted in Shopify.
Pre-requisites
Before proceeding with a payment import, make sure you meet the following conditions:
Supported Payment Providers:
Stripe
PayPal Express
Authorize.net
Braintree
If you're migrating from another provider that is not in this list, you will first need to move to one of these supported platforms. Other providers are currently not supported for token import.
Adyen is only supported by Shopify for new subscription creation and not supported for payment token migration.
More Information: Shopify’s Eligibility Requirements for Subscriptions
Methods for Importing Payment Tokens
There are two ways you can migrate payment tokens from your old platform: Manual import and Automated import. Depending on the amount of tokens that need to be moved over, an informed decision can be made by the merchant to either migrate manually or go for the automated method.
Manual Payment Import
Loop Subscriptions provides a feature that allows you to manually import customer tokens into Shopify one by one. This is ideal if you have fewer than 50 payment records.
First - ensure that you have connected the payment provider as a secondary (skip this step if you have the provider set up in Shopify as primary). A step-by-step walkthrough on how to connect your previous payment provider is provided below
Connect secondary payment method on Shopify / Loop
To manually import: head to Loop App > Settings > Migrate Customers and Payment Methods.
Follow the steps to upload the payment tokens from the supported provider.
Migrate from Stripe
Migrate from PayPal Express
Migrate from Authorize.net
White-Glove Migration Support
If you prefer a more hands-off approach or have a larger number of records, we offer White-Glove Migration Support. Here's how it works:
Provide us with the API keys from your current payment provider (e.g., Stripe, PayPal Express, Braintree, Authorize).
Ensure that your payment provider is already connected in Shopify, either as the primary or secondary provider. (guide)
The provider must be connected to Shopify for us to import payment tokens into Shopify's vault. For more details on how to connect as a secondary provider, follow this guide. To set as primary, you can follow this article from Shopify
For assistance, reach out to support@loopwork.co.
Facing Issues?
If you experience any difficulties or have further questions, we're here to help. Contact our support team at support@loopwork.co or through the chat beacon in the bottom right corner of the app.
Updated on: 11/09/2024
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