Path 1: Stripe Standard Migration Guide

overview the stripe standard migration allows your members' payment methods to transfer automatically — no action required from them most migrations complete in 3 5 weeks please note complex accounts with particularly high volume or special billing arrangements may require additional time before you start what you'll need login credentials for your stripe account access to export customer data from stripe list of current membership tiers and pricing member contact information (if not in stripe) what your members experience ✅ seamless transition with no action required ✅ payment methods transfer automatically ✅ same billing date and amount (unless you choose to change) ✅ no service interruption step by step migration process step 1 initial coordination with sweatpals what you do share your current membership structure with your success manager member list and billing rates subscription tiers and pricing current billing dates/schedules any special pricing arrangements what sweatpals does provides the proper stripe account id for the data transfer coordinates your migration timeline sets up your community structure on sweatpals prepares to receive your member data 🗓️ timeline < 1 week step 2 stripe data migration what happens you'll use stripe's secure customer data copy feature to transfer member payment information to sweatpals how to do it log into your stripe dashboard navigate to customers → copy customers select all customers (or specific members migrating to sweatpals) enter the stripe account id provided by our team submit the copy request what gets transferred ✅ customer records ✅ saved payment methods (cards, bank accounts) ✅ payment method tokens (secure, not raw card numbers) what does not transfer ❌ subscription objects ❌ payment history ❌ invoice records 🔒 security note this process uses tokenization — actual card numbers are never exposed or transferred 🗓️ timeline stripe typically completes the data copy within 72 hours step 3 export and share customer data once stripe completes the transfer, you need to export customer data for sweatpals to set up subscriptions export from stripe log into your stripe dashboard navigate to customers click " export " in the top right select " all columns " for the export download the csv file prepare additional information if not included in the csv export, create a spreadsheet or document with member names phone numbers ( https //university sweatpals com/migration faqs and troubleshooting#sx7io ) next billing date for each member any special pricing or notes share with sweatpals send the following to your success manager the exported csv file from stripe your additional member information any special instructions for billing setup 🗓️ timeline < 1 day step 4 sweatpals creates new subscriptions what we do once the customer data arrives in our stripe account, we recreate each member's subscription on sweatpals we match same pricing and billing cycle same billing date (or your preferred consolidated date) active subscription status ⚡️ result subscriptions are ready to go live, but not yet charging members — we wait for your approval 🗓️ timeline < 1 week step 5 member communication (recommended) while members don't need to take action, communication helps ensure a smooth transition "your \[community name] membership is moving to sweatpals for an enhanced experience your payment method and billing date remain the same — no action needed from you you'll soon receive access to \[list key features] " 🗓️ timeline send 1 2 weeks before go live step 6 testing & verification before going live, we verify all subscriptions correctly configured payment methods are valid and active member data is accurate subscription amounts & billing dates are correct you review and approve before any charges process 🗓️ timeline 2 3 days step 7 go live activation day sweatpals activates all subscriptions members receive welcome emails with login information billing continues on their normal schedule what members experience immediate access to platform features automatic billing on their regular date no service interruption what you monitor member logins and engagement any support questions first billing cycle success 8\ deactivate previous platform when to deactivate after memberships & billing have been successfully activated on sweatpals steps to take cancel all active subscriptions in your old stripe account stop any recurring billing export any historical data you need optional keep account active for historical records migration timeline summary typical timeline 3 5 weeks planning phase (1 2 weeks) initial coordination and data gathering membership structure documentation migration strategy planning execution phase (2 3 weeks) stripe data migration subscription setup on sweatpals testing and verification go live and monitoring post migration platform deactivation ongoing support as needed note complex migrations with thousands of members or special billing arrangements may extend beyond this timeline your success manager will provide a customized timeline based on your specific situation