Migration to Subify

Migrate your existing subscriptions to Subify with in a white glove migration process.

Updated over a week ago

To migrate from any other subscription platform to Subify, we just need you to provide us with the prevalidated subscription data of your old platform. Our migration experts will help you throughout the process of importing your previous data and setting up your subscriptions in Subify with as little impact on your existing subscribers as possible.

Please note that you will get charged the transaction fee for each migrated contract to Subify(regardless of their status: Active, Cancelled, ...) based on your pricing plan.


Payment methods:

The payment method of your existing subscriptions can affect the migration process. First, you must ensure that your customers are using one of Shopify’s eligible subscription payment processors.

Shopify Payments:

If the payments are already using Shopify payments, we are good to proceed.

Stripe:

If you are using the Stripe payment method, please read this article first and proceed with the initial steps.

Other custom checkouts:

If you are using custom checkouts for your payments, you should contact your previous subscription app and request to convert your payments to Shopify payments.

Otherwise, we are unable to migrate your existing subscriptions that are created through custom checkouts to Subify.


Pre-Migration Steps

Before migrating any data over, you must make sure that all 5 pre-migration steps have been done:

  1. Install Subify

    You can install Subify from this link.

  2. Recreate all your current subscription plans on Subify

    After recreating your subscription plans on Subify, please place a test order and make sure Subify's functionality matches your requirements and the customer experience you have in mind.
    Read this article for more information on getting started with Subify.

  3. Disable the subscription widget of your previous app

    This ensures that your store continues operating throughout the migration process, allowing all new subscribers to flow through Subify and eliminating the possibility of missing customers during the data pull from your old platform.


  4. Delete your subscription rules on your previous app

  5. Give our migration team collaborator access to your store

    Share your store's request code with us, so that our team can send collaborator access to your store for migration.

Do not uninstall your previous app until all subscriptions have been migrated.


Migration process:

1. Export your data

Once your subscriptions are all set on Subify, you can export your customer and subscription data from your old platform. By exporting this data after you have activated Subify, you can be confident that all existing data will be included in the migration.

2. Validate your data based on our migration template

To migrate your subscribers into Subify, you need to send us all the mandatory information that is in the following migration template:

You can also download the Excel file from this link.

Please note that we need all the mandatory data(red cells in the sheet) in the correct format for our experts to import it correctly; otherwise, Shopify does not accept importing your subscription contracts. 

Please Note that:

  • If you need us to convert Stripe payments to Shopify payments, you should add a new column called stripe_id and include your Stripe customer ID in the template.

  • It is preferable to fill in all the fields.

  • All IDs must be Shopify IDs, as some apps may use internal IDs instead.

Meanwhile, if you need any help regarding data export and its template, our dedicated support team is here to help you.

3. Deliver your data to Subify

Send your data to our team from the chat box and our migration team will take care of the migration.

If there are no errors regarding your data, the migration process will be completed up to ~24 hours to complete. You will be notified when the migration is fully done.

At any point, if there are any questions, please reach out to our support team.


Post Migration Steps

Once the migration process is complicated, make sure you do the following 3 post-migration steps:

  1. Check your migrated subscriptions on Subify

    Request an export from the subscriptions tab of Subify and check your migrated subscription data. (If you only have a few subscriptions, you can check them directly from the subscription tab.):

  2. Cancel all your subscriptions on your previous app

  3. Uninstall your previous subscription app

    We suggest uninstalling your previous app, because subscription apps might have the ability to read other apps' selling plans and create subscription contracts in their own service.


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