Migration from Stripe subscriptions

This article runs over the process of migrating from Stripe built-in subscriptions to WodBoard.

Limitations of migration

There are a few limitations on the migration process due to the way Stripe exports data:

  • Memberships reporting as "Trialing" in Stripe won't be imported
  • Offline payers and free memberships will need to be setup manually as we can't tell who pays via card and who pays offline
  • Any discounts on memberships will have to be manually applied once the import of data is complete
  • Any paused memberships in Stripe will need to be paused in WodBoard
  • Any memberships showing as cancelling in Stripe will need setting as cancelling in WodBoard
  • Any fixed length memberships will need their end date adjusting
  • Class packs and one-off payment memberships do not come across and will need to be manually added

Preparation

Before exporting data from Stripe it can be a good time to do some house keeping so you only bring across those athletes which you want to take to WodBoard.  We bring across customers that are classed as Active subscriptions so you may wish to make sure any active members are setup as that.

Exporting data

In Stripe go to the Billing section the sidebar and then Subscriptions.  On this screen click the "Active" filter and then click the Export button..

On the popup choose the "All" date range then then click Export

As we match memberships and class packs by name when importing from Stripe, the names in your WodBoard account will need to match exactly.  Consequently if you have renamed or reorganised your products as part of your migration to WodBoard, then you will need to either a) rename them back (you can change them in WodBoard once the import is complete) or b) change them in Stripe so the names match the ones in WodBoard.  DO NOT edit the spreadsheet - this changes the format of the file and means the importer won't work.

Stopping payments in Stripe

If you do not stop the subscriptions in Stripe your customers will be charged by both WodBoard and Stripe, leading to double charges for customers

You'll want to stop existing payments in Stripe once you've migrated to WodBoard as WodBoard manages the charging rather than Stripe.  To do this click into each subscription in Stripe and use the cancel option.

Importing data

Your WodBoard onboarding specialist will have sent you a link to upload the files to. You should do this the day before the migration is due to take place.