loaderchips_docs

[rigid junco]

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[ashen yew]

Could you share an example subscription (sub_xxx), so that I can check how your current integration works and advise the solutions accordingly?

[slender mulch]

ok sending

sub_1PcuA0HnmYFjoKosyf4wweXm .. this and 72 others like this need to be moved from acct_1M0dx7HnmYFjoKos (express connect) to acct_1KmI8jAY9OACmYiw (connect standard)

although from what i have understood so far, the destination account will not be acct_1KmI8jAY9OACmYiw but the stripe account ID of the platform customer

which in this example would mean the stripe account of "Grateful Rescue & Sanctuary"

[ashen yew]

Both are platform accounts and they have no relationship between each other. The only differences are acct_1M0dx7HnmYFjoKos created Express connected accounts while acct_1KmI8jAY9OACmYiw created Standard connected accounts.

Where do you plan to migrate these subscriptions to in acct_1KmI8jAY9OACmYiw? Is it on the platform (acct_1KmI8jAY9OACmYiw) itself or its Standard connected accounts?

[slender mulch]

actually we dont mind creating it in on the platform. But from what i understood from docs that is something we should not do as the payments will ultimately need to flow in the standard connected accounts so that is where the subscriptions should ultimately reside. We are completely open to suggestions here.

let me take a step back and explain the use case a bit. perhaps that will help come up with a better solution. We (Makua partners acct_1M0dx7HnmYFjoKos ) currently have stripe connect express account. we provide integrations to nonprofits. They embed it on their websites. we process payments for their donors and provide payouts etc. In the current paradigm, payments first come to us and are then disbursed to onboarded nonprofits (who have setup their express connected accounts)

The change we are implementing is to move to a standard connect account (Makua acct_1KmI8jAY9OACmYiw) which will still do the same thing but the key difference will be that the payments will flow directly in the onboarded nonprofits stripe connected accounts. (I think thats one of the key differences between express and standard accounts)

[ashen yew]

Thanks for sharing the background information. This is very helpful

[slender mulch]

no problem. we really appreciate you trying to help us. Its not easy diving deep into someone else's implementation. so we are very happy to provide whatever info you need.

[ashen yew]

As mentioned in https://support.stripe.com/questions/data-that-can-be-copied-between-stripe-accounts, only customer and payment method data can be copied from one account to another. Your system should still recreate the subscriptions in the Standard connected accounts in new platform after the customer and payment method data are copied over.

Let's say:

• Platform A - old Express platform account acct_1M0dx7HnmYFjoKos
• Platform B - new Standard platform account acct_1KmI8jAY9OACmYiw

The steps will be:

1. Identify the customers in Platform A that maps to the connected account in Platform B
2. Partial copy the customers information to the connected account in Platform B: https://docs.stripe.com/get-started/data-migrations/pan-copy-self-serve?copy-method=full#copy-into-or-out-of-a-connect-account
3. Recreate the subscriptions using the Direct Charges with the copied customer and payment data in the connected account in Platform B: https://docs.stripe.com/connect/subscriptions#use-direct-charges-to-create-a-subscription by setting default_payment_method (from the copied payment method)

I'd recommend trying on a test customer first before rolling out to the remaining customers/subscriptions.

If you have issue with copying the data from Platform A to a connected account in Platform B, I'd recommend checking with Data Migration Team: https://docs.stripe.com/get-started/data-migrations/pan-copy-self-serve?copy-method=full#get-stripe-support

[slender mulch]

This is fantastic. I do have a few follow on questions

1. for platform B, do we need to onboard the nonprofits again? in other words the stripe accounts of these nonprofits will need to be explicitly reconnected to platform B again isnt it?
2. an extension of question 1 is that the stripe accounts of nonprofits which platform B will connect to will be the same account as platform A as far as the nonprofit is concerned? The idea is that whether the nonprofit will have to do duplicate account recreation work or not.
3. Will we need access or permissions from stripe connected accounts in steps 1 and 2 suggested above to fully complete them?

[tender oracle]

Hi @slender mulch I'm taking over this thread.

[slender mulch]

Hey @tender oracle nice to meet you.

thanks for helping us

[tender oracle]

1. Yes you need to onboard the connected accounts the new platform
2. No, it'll be a different account
3. What permissions do you refer to?

[slender mulch]

3. when i initiate a customer and PAN data copy to a target account, doesn't the target account have to explicitly accept that copy ? or is that implicit in the process of onboarding them ?

2. ok so just to be clear, the nonprofit will have 2 different stripe accounts they will have to maintain/go for payouts. one for platform A and another for platform B after they are onboarded to platform B. And this platform B connected account will be completely new and blank with no data whatsoever. An extension of this question, can the nonprofits onboard themselves with any of their pre-existing stripe account or they will * always * have a new account created for them?

[tender oracle]

3. I don't think there's an additional step for the receiving account to accept the copy