This migration guide is designed to help merchants using PayPal Express as their payment gateway transfer subscription data to the Easy Subscriptions app on Shopify. If you’re using PayPal Express, ensure that it is properly configured for subscription payments, including enabling reference transactions on your PayPal account.
- Ensure that PayPal Express is enabled on your Shopify store.
- Verify that your merchant account is approved to use reference transactions.
- Contact PayPal support to request activation if not already enabled.
- Log in to your Shopify dashboard.
- Go to the Apps section.
- Open the Easy Subscriptions app.
Inside the Easy Subscriptions app, go to the Settings tab and look for the Import Subscription option.
Download the provided sample CSV template. This shows the required format for importing subscriptions.
- Log in to your current subscription app.
- Export all relevant subscription data.
- Ensure data includes customer details, product names, billing schedules, etc.
- Open the CSV template.
- Copy and organize your exported data to match the template.
- Ensure attributes like subscription ID, customer info, billing intervals are aligned properly.
- Return to the Import Subscription section in Easy Subscriptions.
- Upload your prepared CSV file.
- Wait for the import to process. This may take a few minutes.
- Download and review the import logs.
- Look for any errors or missing data.
- Troubleshoot using the log details if needed.
Your PayPal Express subscription data has been successfully imported into Easy Subscriptions. You can now manage and automate recurring billing in Shopify with ease.
- Ensure PayPal Express is enabled and reference transactions are active.
- Confirm your CSV file matches the sample format.
- Always review the import logs after uploading.
- Reach out to our support team for help at any point.
