Migrate to Loop

This article will serve as an overview of the whole migration process and the steps that you will need to follow to migrate from your current platform to loop. After following this guide, you will be able to manage and update these subscriptions inside the Loop Subscriptions app

• Prerequisites
• Before you start
  • Understand the type of platform used currently
  • Data points not covered by the migration process
  • Settings that need to be disabled in previous platform
• Migration process
• Understanding Your Migration Options with Loop
  • White glove migration service
  • Self-service migration
• Custom platform support
• Frequently Asked Questions (FAQ)

Prerequisites

Here are a few things that you are required to have before we proceed further with this guide

1. A valid Shopify merchant account and storefront setup on Shopify
2. Installed and completed configuring the Loop Subscriptions app and is live with the loop widget on storefront. If not - check our getting started section.
3. Access to a supported payment processor (e.g. Stripe, Authorize.net, etc.) to download the relevant data. (not required for Shopify native subscription apps)
   1. The account needs to be active as the migrated subscriptions will continue to be processed by the payment processor.
   2. The payment processor will need to be connected either as a primary or a secondary provider in your Shopify store.
4. Access to the platform or app from which you want to migrate the subscriptions.
5. Satisfy Shopify’s eligibility criteria for subscriptions.

Please ensure that all the prerequisites are met before going through the next steps. The exact steps will vary based on the type of platform that you are migrating from. We will be covering all these specifics in sub articles linked below.

Before you start

Understand the type of platform you are currently using

1. Native Shopify platforms → utilize Shopify checkout for the subscription purchase and management experience
2. Non-Native / Legacy Shopify → utilize custom checkout for subscription purchases on the store
3. Non Shopify platforms → subscription management is not done in Shopify based platform

The following data points will not be transferred over as part of the migration activity

• Historical data (order history) is not migrated during subscription migrations. This applies to all migrations. This information will be available for future reference through historical exports from the source platform.
• Analytic information (total subscription spend etc) is not migrated during subscription migrations. However, migrated subscriptions will retain their created_at, cancelled_at and paused_at dates respectively.

The following settings will be disabled on your previous platform before commencing migration

1. Customer portal permissions / settings
2. Customer notifications
3. Subscription widget

Compatibility matrix

Explanation for the numbers in the above table

Migration Process

The migration process is a 3-step process, with some steps optional and platform dependent. These steps will be marked with `*` to indicate the same

1. Customer Migration*
2. Import Payments*
3. Import Subscriptions

Understanding Your Migration Options with Loop

There are two main ways to navigate the migration process that are supported by the Loop team and is covered in detail in the article below.

1. White glove migration service
2. Self serve migration service

White glove migration service

Reach out to us at migrations@loopwork.co to have your subscriptions migrated by our professional team of migration experts who ensure that our customers are ensured a white-gloved, stress-free experience.

Our migration team converts the platform-specific data into the standard format that is used at our end. You can refer to the below links for more information about the format and its specifics.

1. Migration data example
2. Subscription migration data format
3. Payment migration data format

Self serve migration

The merchant can choose to manually migrate their subscriptions from other platforms to Loop using the inbuilt features of the loop app. This facilitates the migration process by allowing you to create the subscription contract manually on the platform.

Based on the type of platform of your previous subscription platform - you would need to perform either both the steps or just one of the below-mentioned steps.

Legacy / Non Shopify platform

1. Connect your existing supported payment provider as a secondary provider to your Shopify by heading to Loop > Settings > Migrate customers and payment methods > Connect Stripe (example)
   1. If your current payment provider is not supported - you will need to migrate to a supported payment provider to continue with the rest of the steps
2. Import payment tokens from the supported PSP using the Loop app. (step-by-step guide)
3. Create a subscription for that customer using the Create Subscription Manually feature found under Loop > Subscriptions (step-by-step guide)

Shopify native platform

1. Request support@loopwork.co for a sync payment methods operation to be performed for your store.
2. Request support@loopwork.co for the feature "Create subscription manually" to be activated if you are on the FREE plan and are following this guide.
3. Create a subscription for that customer using the Create Subscription Manually feature found under Loop > Subscriptions (step-by-step guide)

Custom platforms

Loop migration specalists will be able to help chart a migration from custom built platform (inhouse / external) to Shopify + Loop. Migration support for this is only offered on our paid plans.

A detailed technical walkthrough of the migration from a custom platform to Loop can be found in the below document.

-> Custom platform migration

Frequently Asked Questions (FAQ)

How long does it usually take for the whole process?

-> This depends on the amount of subscriptions - but a good rule of thumb for estimating migration time is 1 hour per 500 contracts.

Is there any fee/extra costs for migrating my subscriptions?

–> No, we don't charge anything extra for the migration process. It is completely free and a white-gloved experience.

Can I migrate my subscriptions myself?

–> Yes, we have a built-in migration utility in the app which allows you to do the migration yourself. (reference)

Do my customers need to do anything during the migration process?

–> No, there is nothing that your customers have to do on their end. They won’t even notice the switch 🙂. Subscription login is seamless through the app's magic link functionality

Should I set up integrations before or after migration?

–> Please ensure that you have all your marketing / notification integrations disconnected on both your old platform as well as on Loop to avoid any notifications being triggered from these third party providers.

Is it necessary that I have to use one of the supported payment providers?

–> Yes, as a native subscription app we only support the payment providers which are supported by Shopify for subscriptions. Check Shopify’s list of eligible payment providers for more details.

Which platforms are supported for subscription migration?

–> Legacy platforms like Recharge and Bold are supported. We also support migrating from any Shopify subscription app as long as they are able to provide us with the required data!

Thanks

Loop Subscription Team