The general workflow and timeline for this type of migration can be illustrated as follows:

This migration type assumes that you're using Stripe as your payment processor, but with a different Stripe account than the one linked to Fundraise Up.

This migration type involves payment tokens transfer from the legacy Stripe account to the one linked to Fundraise Up. Since you are coming from a different Stripe account, you must submit two requests with Stripe: the first one will be from your destination Fundraise Up Stripe account and the second one will be from the source Stripe account the information is coming from. This request will inform Stripe you are approving the transfer of payment tokens. Please follow the steps below to begin this process.

Step 1: Submit the first data migration request

You need to send a request to Stripe asking them to transfer all payment tokens to your Fundraise Up Stripe account — the destination account. Please sign in to your Fundraise Up Stripe account and submit a data migration request with Stripe, using the image below as a guide. Once submitted, you will receive a confirmation email from Stripe, usually within one business day.

Step 2: Submit the second data migration request

Submit a data migration request from the Stripe account that currently contains the customers — the source account — asking Stripe to transfer all payment tokens from this account to your Fundraise Up Stripe account. Please sign in to the Stripe account that contains the recurring plans that need to be migrated and submit a data migration request. Use the images below as a guide.

Step 3: Export the recurring plan data

After the payment tokens have been transferred to your Stripe account, Export the details of the recurring plans you want to migrate. This information can be exported from the platform managing your recurring plans. This can be your CRM or a third-party merchant processor. The data should include name, email, the last donation date and time, and any unique identifiers.

Step 4: Format the data

Next, format the data to match Fundraise Up's required import format. In order for us to use the data, it needs to be formatted correctly for our team. Use our instructions and sample template to get the right formats.

Make a copy of this sheet, populate it with your data and share it with migrations@fundraiseup.com, making sure that we have Editor permissions, then send us a link to the completed spreadsheet.

Please make sure that:

• you thoroughly reviewed the crucial information at the start of the sheet, as well as the specific annotations accompanying each column.
• Stripe IDs/Billing Agreement IDs match their related plans.
• the last donation date is aligned with the donation frequency, ensuring that it falls within a reasonable time frame (e.g., for a monthly donation frequency, the last donation date should not be more than one month earlier than the current date). Kindly refrain from auto-filling missing dates and times of the last donation.
• zeros before last four credit card digits, ZIP codes and other fields are preserved, as predefined Excel/Google Sheets format may remove them.
• the Fundraise Up account ID is correct, and the chosen campaigns and designations exist within that specified account. For campaigns and designations, it is necessary to specify their respective IDs.
• there are no duplicate emails or other unique identifiers (such as Stripe IDs/Billing Agreement IDs) in the sheet.

Step 5: Data review and validation

We examine the submitted data, ensuring all required fields are accurately completed and formatted. We also confirm that plans correspond to their respective Stripe customers and conduct additional checks as necessary. During this stage, we may reach out to you for further dataset details.

Step 6: Schedule a migration date

Once everything is validated and approved, we will arrange the stop processing and migration date, time and timezone and share it with you. We will also re-adjust the dataset to guarantee that the last donation date is up-to-date and donors won't be double-charged. Lastly, we deliver the data to our Billing team.

Step 7: Migration complete

Once the migration is complete, you'll receive a confirmation with the number of migrated plans and the number of plans charged upon creation. To view the full results, navigate to the Recurring tab in your Fundraise Up Dashboard and select Recurring migration in the Source filter.