Migrating from Stripe

If you are an existing user of a payment gateway that uses Stripe as its processor, follow the steps below.

Before the Migration

Make sure you have the following details ready before starting the migration process.

• Your Stripe Account ID.

  Insight: The Account ID will be of the format acct_value. You can find this under Stripe > Settings > Account Details.

• An estimate of the number of records to be migrated from the following options

  • Lesser than 100
  • Between 100 to 100 thousand
  • Between 100 thousand to 1 million
  • Between 1 million to 10 million
  • More than 10 million

Once you’ve collected the above details, drop an email to support@zohopay.com requesting a migration.

Initiating the Migration

The team will initiate the migration process from their end once your request has been received and will keep you informed regarding the progress via email.

In the meantime, here’s what you’ll have to do from your end:

1. Log in to Stripe.

2. Go to the Customers tab.

3. Click the Copy icon at the top and select Copy all customers.

   

   Insight: You can also bulk select only the required customers and click Copy.

4. Enter the Zoho Payments ID shared by the support team, and click Continue in the following popup.

   Note: This ID differs from your Zoho Payments Account ID and will be shared by the Zoho Payments team. It will be of the format acct_ZohoPaymentsID.

   

5. Click Confirm Request to confirm your data copy request.

   

6. Once your copy request has been created, click the Copy MigReq ID button displayed in the Customers module.

   

7. Send the Migration Request ID to the Zoho Payments support team at support@zohopay.com.

Stripe will initiate the migration, and the migration status will be updated in the Customers module of your Stripe account.

During the Migration

Stripe will forward the data to be mapped to Zoho Payments. Zoho Payments will take care of the rest, complete the migration process, and map the files accordingly.

After the Migration

After the migration is complete, the mapped data will be added to your Zoho Finance applications. You can then sync the cards associated with Stripe to Zoho Payments and use them for your recurring invoices and subscriptions.

To sync cards with Zoho Payments:

1. Go to your Zoho Finance app’s Settings.

2. Select Payment Gateways.

3. Click Sync Cards under Zoho Payments.

   

4. Click Sync Now in the confirmation pop-up.

The cards will now be synced to your Zoho Finance application.

Associate Cards with Recurring Invoices and Subscriptions

To process payments without disruptions for recurring invoices and subscriptions, associate your synced card and enable Zoho Payments as the payment option. Here’s how:

For recurring invoices:

1. Go to the recurring invoice.

2. Click More and then Delete Card to remove the card associated with Stripe.

   

3. Then, Edit the invoice and enable Zoho Payments as the Payment Option.

4. Click Save. This will update the payment gateway in the recurring profile.

   

5. Now, click Associate Credit Card in the profile.

   

6. Select the card associated with Zoho Payments and click Proceed.

Now the payments will be processed as usual for the invoice.

For subscriptions in Zoho Billing:

1. Go to the subscription.

2. Click More and then Remove Card to remove the card associated with Stripe.

   

3. Then, click the Associate Payment Option dropdown and then Associate Card.

   

4. Select the card associated with Zoho Payments and click Save.

Now the payments will be processed as usual for the subscription.