Migrating from Stripe Express to a Regular Stripe Account

This comprehensive guide is designed to help CoachIQ users migrate their payment data and customer details from a Stripe Express account to a regular Stripe Account.

Overview of the Migration Process

Migrating from Stripe Express to a regular Stripe account involves multiple steps to securely transfer data. The key stages of this process are:

1. Coordinating with your previous payment processor.

2. Exporting and encrypting your data.

3. Uploading data to Stripe.

4. Mapping customer data for accurate imports.

Note: Only payment data and customer details can be imported. Subscriptions, Apple Pay, and payment history are not supported.

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Step-by-Step Guide

1. Coordinate with Your Previous Payment Provider

• Contact your current processor (e.g., Stripe Express or Exercise.com).

  • Provide details about Stripe's PCI Level 1 Certification.

  • Specify that data will be encrypted with Stripe’s PGP key and uploaded via secure SFTP.

  • Request a full export of customer and payment data.

  • Be persistent to ensure timely data export.

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2. Prepare and Encrypt Your Data

• Encrypt your data using Stripe’s PGP Key:

  • Access the PGP Key here: Stripe PGP Key Documentation.

• Upload the encrypted data to Stripe’s SFTP server:

  • Coordinate with Stripe to set up an SFTP account.

  • Notify Stripe when the data is ready for transfer.

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3. Map Customer Data

• Prepare a CSV mapping file to associate old customer records with new Stripe IDs:

  • CSV Format:

    | old_customer_id | stripe_customer_id |
    |-----------------|--------------------|
    | cust_123abc     | cus_KLMno456def    |

  • If necessary, request Stripe to create new customer objects.

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4. Submit Your Import Request

• Email the encrypted data and CSV file to Stripe’s support thread or [e-mail].

• Include your unique migration request ID (e.g., migreq_1QKojXS3oqn0qyUjbfoC1FfR).

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5. Monitor the Migration Timeline

• Timeline: Imports typically take up to 10 business days.

• Deadlines: Ensure data is sent by December 2 for year-end completion.

• Availability: Expect limited support from November 25–29 and December 25–January 1.

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Key Notes and Best Practices

1. Communicate Clearly: Provide all necessary details to Stripe and your previous processor.

2. Validate Data: Ensure all exported data meets Stripe's requirements.

3. Follow Security Protocols: Encrypt sensitive data and use secure transfer methods.

4. Test Post-Import: Verify the accuracy of imported records.

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Additional Resources

• Stripe PGP Key for Data Encryption

• Stripe Data Migration Documentation

For further assistance, contact Stripe Support at [e-mail].

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This migration guide is crafted to ensure a seamless transition for CoachIQ users. For any issues, please reach out to CoachIQ Support for personalized help.