#nerder-connect-migration
feral turret
fluid shell
Hey @steel sand ! Can I ask you to provide a bit more details? I don't know your platform or what "migrate" could mean
steel sand
Hey @fluid shell
Ok let me explain
we are using Stripe Connect to manage our integration, our customers are fitness studios.
Basically what we are facing right now is that some new customer were already using Stripe and had their account already connected to a competitor using Stripe Connect (standard)
now what we would like to do is to have a way to be able to connect them to our platform, and re-create the all subscriptions so that they will be fully migrated in our DB (using webhooks)
Reading some documentation i wasn't able to find a way to do so
fluid shell
You want to look at https://stripe.com/docs/connect/oauth-standard-accounts
steel sand
yes, the problem here is it seems like that if their account is already connected to another platform they can only create a new account instead of connect that one
nor disconnect it
fluid shell
Correct that's because of https://stripe.com/docs/connect/platform-controls-for-standard-accounts and that's expected.
If you get those new businesses, they would start fresh on your platform
nerder-connect-migration
steel sand
ok, but then it means that we need to re-create all the subscriptions?
there is no way to do an account data migration (the classic one, where you migrate payment methods and customers)
fluid shell
correct, and also ask for a customer copy https://stripe.com/docs/connect/cloning-customers-across-accounts
steel sand
ok that's cool
ok, but this cloning customer process need to be initiated by the existing platform right? (the competitor)
we could not do that for them right?
fluid shell
no, by the owner of the Stripe account (the business you are taking over)
steel sand
ah ok, that's great. We need to find a way to get their API key to do so tho?
i'm a bit confused sorry 😖
fluid shell
They have a Stripe account 123 with platform A. They have a separate Stripe account 789 with you. They can ask Stripe to copy their Customers and Cards from 123 to 789
steel sand
ok!
because in the article you passed me in the step "Storing customers, with a payment method, on the platform account." was mentioning platform account and I wansn't sure what it meant
ok can you share with the me the link to request Stripe for a data migration?
steel sand
ok that's the one i remember
ok great, so now for the last step, bulk create the subscriptions
fluid shell
and making sure the user cancels all Subscriptions on their old account to avoid double payments
steel sand
exactly yes
my idea for creating subs in bulk was:
- ask for an extract of subscriptions from the OLD account
- from that excel I should be able to see which customer has wich sub and also which product
- so iterating line by line I will create a product, then attach a subscription and charge with the existing payment method
fluid shell
asking for an extract of Subs is harder than you think, I'd recommend testing this thoroughly and confirming the Dashboard export is enough (I'm not sure you get most of the information you need around Price ids and quantity and billing cycle)
steel sand
Umm i see, what is the advised way of doing so?
fluid shell
I don't really have good advice I'm sorry
Mostly I'd recommend thoroughly testing this yourself first and you might have to guide them to run their own report via the API instead
steel sand
ok, i see what you mean, we need to probably build some custom tooling then
fluid shell
yep
steel sand
ok, so to recap so i have it 100%:
- Send connect OAuth link and connect a new fresh account
- Instruct the customer to ask for data migration (Stripe)
- Ask for an extract from which we can create products and subs (to be confirmed)
- Recreate subscriptions & products
- Ask them to delete all old subscriptions (at the end of the period)
fluid shell
yep
fluid shell
happy to help 🙂