Stripe

While our hope is that everything that you need to do will be able to be accomplished with one Stripe account, there are some cases in which users have found the need to migrate to a new account. There are a couple of things that you should keep in mind when doing so.

Copying Data

We are able to do one-time copies of customer data across accounts, so that you don’t have to ask your users to re-enter their credit card details in the event that you are migrating to a new account. Get in touch to arrange copying this data over.

Notably:

• Charges, invoices, plans, subscriptions, coupons, events, and logs do not get copied over. Only the raw customer objects get copied over.

• The customers that are copied over will have the same id on the destination account as they did on the source account.

• All of your old data will always remain in your old account. So, you would likely not want to delete your old account, but rather keep it around so that you can access the legacy data there if you ever need to reference it.

Subscriptions

Because plans and subscriptions are not copied across accounts, if you choose to recreate subscriptions on the new account, you may do the following:

1. Recreate plans on the new account. Because you can specify the id when creating a plan, you should be able to recreate plans on the new account that have the same ids as those on the old account.

2. Add subscriptions to your customers on the new account. If you’d like to use the same billing dates on the new account as you did on the old account, you can force the billing period of subscriptions on the new account by setting a custom trial end date when you create them. See more at: https://support.stripe.com/questions/how-can-i-change-the-billing-cycle-of-a-subscription

Settings

One potential issue when migrating to a new account is ensuring that the new account is set up in all of the same ways that you have come to know and expect from your existing account.

Here are some specific things to check:

• Team: Have you added your various team members to the new account, including correct permissions? https://dashboard.stripe.com/account/team

• API Keys: Have you updated your server(s) to use the API keys that pertain to your new account? You can review API keys at: https://dashboard.stripe.com/account/apikeys

• Subscription Settings: If you are using Stripe’s subscription billing functionality, we let you choose the “schedule” that you would like to use for how failed payments affect subscription status (how many times to retry an invoice and when, and whether ultimately to cancel the subscription or mark it ‘unpaid’). You can review these settings at https://dashboard.stripe.com/account/recurring

• Bank Accounts and Transfer Settings: You likely want to review https://dashboard.stripe.com/account/transfers on both accounts and ensure the settings are what you expect. In particular, if you have gotten used to manually initiating transfers, it will be important to switch to that setting on the new account.

• Webhooks: You may want to audit https://dashboard.stripe.com/account/webhooks to ensure that any webhook endpoints that you would like set up have been copied over to the new account.

• Apps: If you made use of Connect applications, you may want to add these as well on the new account: https://dashboard.stripe.com/account/applications

• Email Receipts, and Emails on Successful Payment: You may have set up Stripe to email you upon a successful payment, and/or you may have set up Stripe to email your customers with receipts for their purchases. You can review your settings for both at: https://dashboard.stripe.com/account/emails

• Connect: If you own a Connect application, you can re-create the application on the new account: https://dashboard.stripe.com/account/applications/settings

We have not set up automated tooling to copy these settings over, in part because users create new accounts for any number of reasons, including perhaps wanting a “clean slate.” However, if you are migrating to a new account and want it to behave as closely as possible to your previous account, it may be worth it to go through each of those settings!