Help Center
Office HoursCoachIQ Login
  • Start Here
    • Quickstart
  • Website
    • Website Overview
    • Pages & Templates
      • Header Navigation and Footer Editing
    • Page Sections
      • Backgrounds in Sections
      • Buttons in Sections
      • Duplicating Sections
      • Scheduling Section
      • Numbered Steps Section
      • Gallery Section
      • Logo Showcase Section
      • Forms Sections
      • Content & Media
      • Features Section
      • Pricing Section
      • Testimonies Section
      • Credibility Section
    • Connecting Your Domain
      • Purchasing a New Domain
      • Connecting a WIX domain
      • Connecting GoDaddy Domain
      • Squarespace Permission Sharing
      • Connecting Namecheap Domain
    • Analytics Tracking
    • Search Optimization
      • Google My Business
      • Apple Maps Listing
      • Keyword Strategy
      • Content Marketing
      • Link Building
    • Get a Professional Email
      • Squarespace
      • GoDaddy
  • Athlete Portal
    • Add Sessions
    • Add Products
    • Add Programs
    • Paywalling Specific Pages
    • Design your Portal
    • Personalized Athlete Portal URL
    • Edit Share Link
    • Athlete Notifications
  • Payment
    • Payment Overview
    • Creating a Product
    • Add Product to a Session
    • Add a Product to a Program
    • Add a Product to a Form
    • Coupons
    • Access Codes
    • Stripe Account
      • Create a Stripe Account
      • Stripe Payout Schedule
    • Connect your Stripe Account
    • Cancel Client Subscription
    • Failed Payment Handling
    • Add Payment Credit to a Customer's Account
    • Update Client Billing Card
    • Managing Subscriptions
    • Stripe Accounts for Multiple Locations
    • Currency Selection
    • Payment FAQ
  • Scheduling
    • Scheduling Overview
    • Create a Session
    • Manually Book Athletes
    • Recurring Bookings
    • Canceling Sessions
    • Credits System
    • Managing Athlete Credits
    • Add Auto-Reminders
    • Overlapping other Sessions
    • Adding & Managing Coaches
    • Black Out Dates
    • Schedule Avaliability
  • Inbox
    • Client Communication Overview
    • Announcements & Emails
    • In App Messaging
    • Texting Clients
      • Create Your Own Business Phone Number
      • Texting Limits & Cost
      • Setting up a Call Redirect Number
  • people
    • Client Management Overview
    • Manage Athlete Credits
    • Import Contacts
    • Adding an Admin
    • Updating User / Admin Info
    • Understanding Groups
    • Reset Password
    • Custom Fields
    • Add Waivers and Liability Forms
    • Managing Customers FAQ
  • Tools
    • Forms Overview
      • Leveraging Forms for Camps
      • Athlete Onboarding Wavier Form
      • Sharing Form Options
      • Add Payments to Forms
      • Require Login/Sign up to Forms
    • How to Create Automations in CoachIQ
      • Using Webhooks in CoachIQ
      • Integrate with Zapier
    • QR Codes in CoachIQ
  • Video
    • Media Hub Overview
      • Adding & Managing Tags
      • Sharing Media as Links
      • Uploading Media
      • Downloading Media
      • Compress Files
      • Deleting Multiple Files
      • Media Organization Examples
    • Virtual Programs Overview
      • Creating a Program
      • Sharing Programs
      • Sharing Programs Privately
      • Paywalling a Program
      • Editing Thumbnails
      • Viewing Users Stats
      • Coach Examples
    • Video Lessons Overview
      • Adding a Lesson to a Program
      • Lesson Best Practices
    • Video Analysis Overview
      • Record and Create a New Video
      • Running a Live Zoom
      • Take a Screenshot
      • Switching Clips
      • Split Screen
      • Other Coach Examples
  • Advanced
    • Migrating from Stripe Express to a Regular Stripe Account
    • Transfer from Wix Subscriptions
    • How to Launch Facebook Ads with CoachIQ
    • How to Warm Up Your Email with CoachIQ Leads
    • Personalized IOS App Benefits
    • Personalized IOS App Set Up
      • Update Apple Agreements
    • Billing Info
Powered by GitBook
On this page
  • Introduction
  • Critical Note About Subscriptions
  • Overview of the Migration Process
  • Step-by-Step Migration Guide
  • Key Notes and Best Practices
  • Common Questions
  • Conclusion
  1. Advanced

Migrating from Stripe Express to a Regular Stripe Account

Learn how to migrate from Stripe Express (via Exercise.com) to a standard Stripe account.

Introduction

Migrating from Stripe Express (via Exercise.com) to a regular Stripe account involves a few critical steps. The most important thing to understand is that subscriptions do not transfer automatically. This means you will need to manually reschedule subscriptions in your new Stripe account after the migration. If this step is missed, your athletes' subscriptions will stop, and you won’t get paid.

This guide will walk you through the process step-by-step to ensure a smooth transition and minimize disruptions to your business.


Critical Note About Subscriptions

⚠️ Important: Subscriptions will not transfer automatically to your new Stripe account. Here’s what this means:

  • Your current subscriptions will be turned off by Exercise.com on the agreed date.

  • You must manually recreate all subscriptions in your new Stripe account.

  • If subscriptions are not rescheduled immediately, customers will stop being billed, which could impact your revenue and cause confusion for your athletes.


Overview of the Migration Process

The migration process involves securely transferring customer and payment data while ensuring subscriptions are rescheduled.

Key Stages:

  1. Contacting Exercise.com to schedule the shutoff date for subscriptions and export customer data.

  2. Encrypting the data and securely transferring it to Stripe.

  3. Rescheduling subscriptions in Stripe manually after the data migration.

What Does Not Transfer?

  • Subscriptions (must be rescheduled manually).

  • Payment history and Apple Pay setups.


Step-by-Step Migration Guide

1. Coordinate with Exercise.com

Before starting the migration, contact Exercise.com Support:

  • Request a Full Data Export: Ask for a complete export of customer and payment data.

  • Schedule Subscription Shutoff: Work with Exercise.com to choose a specific date to turn off all subscriptions. This ensures you know exactly when billing will stop.

Why This Is Critical: Once subscriptions are shut off, customers will not be billed until you recreate them in your new Stripe account.

Pro Tip: Confirm the timeline with Exercise.com and follow up regularly to ensure no delays.


2. Prepare and Encrypt Your Data

Once Exercise.com provides your data:

  1. Encrypt the Data Using Stripe’s PGP Key:

    • Access Stripe’s PGP Key here: Stripe PGP Key Documentation.

    • Use the provided encryption tool to secure the exported data.

  2. Upload Data to Stripe’s SFTP Server:

    • Coordinate with Stripe to set up your SFTP account.

    • Upload the encrypted file securely.

  3. Notify Stripe: Inform Stripe Support that your data is ready for transfer.


3. Map Customer Data

Prepare a CSV file to map customer records from Exercise.com to Stripe:

CSV Format:

old_customer_id

stripe_customer_id

cust_123abc

cus_KLMno456def

  • If you’re unsure how to format this file, contact Stripe Support for guidance.


4. Submit Your Migration Request

Send the following to Stripe:

  • The encrypted data file.

  • The CSV mapping file.

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

Send via Email: support-migrations@stripe.com


5. Reschedule All Subscriptions

This step is the most important to ensure you keep getting paid. Subscriptions do not transfer automatically, so you must recreate them manually.

Here’s how to set up subscriptions in Stripe:

  1. Log in to Your New Stripe Dashboard.

  2. Go to Billing > Subscriptions.

  3. Click + New Subscription.

  4. Enter the following details:

    • Customer Name/Email: Use the exported customer data.

    • Price: Match the existing subscription price.

    • Billing Frequency: Monthly, quarterly, etc.

    • Start Date: Set the start date to immediately after the Exercise.com shutoff.

  5. Save and Confirm.

Repeat this process for each subscription to ensure all customers are billed correctly.


6. Monitor the Migration Timeline

  • Data imports typically take up to 10 business days.

  • Work closely with both Exercise.com and Stripe Support to track progress.

  • After the import, verify that all customer data has been successfully migrated.

CoachIQ Has Your Back

✨ We’re With You Every Step of the Way: Migrating can feel overwhelming, but you’re not alone. CoachIQ will guide you through the entire process, from coordinating with Exercise.com to rescheduling subscriptions in Stripe. If you hit any roadblocks, our support team is ready to jump in and ensure a seamless transition.


Key Notes and Best Practices

  • Act Quickly: Reschedule subscriptions immediately after the shutoff to avoid missed payments.

  • Test Post-Migration: Double-check all data and subscriptions for accuracy.

  • Stay Organized: Use the checklist to keep track of each step.

  • Communicate Clearly: Keep Exercise.com, Stripe, and your customers informed throughout the process.


Common Questions

What happens if I don’t reschedule subscriptions immediately?

If subscriptions are not recreated in Stripe, customers will not be billed, and your revenue will be disrupted.

How long does the migration take?

The migration can take up to 10 business days once Stripe receives your encrypted data.

Will my payment history or subscriptions transfer automatically?

No. Only customer and payment details transfer. Subscriptions and payment history must be handled manually.


Conclusion

Migrating to a standard Stripe account involves careful planning, especially for rescheduling subscriptions. By following this guide, you can ensure a smooth transition and avoid disruptions to your billing.

If you need additional help:

  • Stripe Support: support-migrations@stripe.com

  • CoachIQ Support: Contact Us Here


PreviousOther Coach ExamplesNextTransfer from Wix Subscriptions

Last updated 4 months ago