Learn about migrating your existing Stripe subscription to Fundraise Up.
The general workflow and timeline for this type of migration can be illustrated as follows:
This migration type assumes that you're utilizing Stripe as your payment processor, with the same Stripe account connected to Fundraise Up, and not employing any merchant processor to initiate or authorize donor transactions. Since these customers are in the same Stripe account that is connected to your Fundraise Up account, we recommend following the steps below to begin this process:
Export the Stripe subscription data - from your Stripe subscription dashboard, export all current Stripe subscriptions. Be sure to include the entire date range, and all available columns (there should be 27 columns). The data should include the subscription ID, current period date/time, interval, and Stripe Customer ID (this value will begin with "cus_"). Use the template below to see what type of data we're looking for.
Identify and isolate the data - Identify which subscriptions you would like to migrate to Fundraise Up; remove any of the subscriptions you would not like to migrate from the Stripe subscription data you exported.
Format the data - For us to use the data, it needs to be formatted in a particular way. Click here to see the instructions and to get a sample template you can use. If essential fields are missing from the Stripe subscriptions export, you can obtain the data from your CRM or a third-party solution that manages your donors' accounts. 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 exceed one month from the current date). Kindly refrain from auto-filling missing date and time of the last donation.
- Zeros before last 4 credit card digits, ZIP codes or other fields are preserved, as predefined Excel / Google Sheets format may remove them.
- The provided Fundraise Up account ID is accurate, and the chosen campaigns and designations exist within the specified account. For campaigns and designations, it is necessary to specify their respective IDs.
- No duplicate emails or unique identifiers (such as Stripe IDs / Billing Agreement IDs) can be found in the sheet.
Make a copy of this sheet, rename it with the following format "Organization Name Stripe Subscription Migration", and add the relevant data. Please keep the existing formatting. Share this sheet with the email@example.com email address and ensure that we are granted Editor access as we may need to make adjustments to the format. Please add the cleaned Stripe subscription data in a new tab on the spreadsheet and send us the link to the completed spreadsheet.
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.
Scheduling Stop Processing and Migration Dates - 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.
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.