Overview #
The migration process allows you to seamlessly transfer existing subscription data from your current subscription application to the Easy Subscriptions app on Shopify. This ensures that your customers’ subscription details remain intact and functional within Easy Subscriptions. Before initiating the migration, make sure that your store is using Shopify Payments as the payment method for subscriptions.
By following this guide, you will be able to export your current subscription data, format it properly, and import it into the Easy Subscriptions app without any hassle.
Step 1: Access the Easy Subscriptions App #
- Log in to your Shopify dashboard.
- Click on the Apps section from the sidebar.
- Search for the Easy Subscriptions app and click to open it.
Step 2: Navigate to Settings #
- Inside the Easy Subscriptions app, click on the Settings tab.
- Look for the “Import Subscription” option.
Step 3: Export the Sample CSV Template #
Download the provided Sample CSV Template. This template shows the exact format required to import your subscriptions into Easy Subscriptions.
Step 4: Export Your Existing Subscription Data #
Export all subscription contract data from your current subscription app, ensuring you capture all necessary fields like customer details, billing schedules, and product names.
Step 5: Arrange Subscription Data #
Copy and arrange your exported subscription data into the format of the sample CSV template. Make sure all data matches the required columns such as subscription ID, customer information, product info, and billing intervals.
Step 6: Import the Subscription Data #
Return to the “Import Subscription” section, upload your completed CSV file, and wait for the data to be processed.
Step 7: Verify Import and Check Logs #
Download and review the Import Logs to ensure there are no errors. If any exist, troubleshoot based on the error messages provided.
Step 8: Migration Completed #
You’ve successfully migrated all subscriptions to Easy Subscriptions! Begin managing them seamlessly within your Shopify store.
Key Tips for a Smooth Migration #
- Ensure Shopify Payments is active for subscription orders.
- Double-check the CSV format before importing.
- Review import logs post-upload to catch any data mismatches.
- Contact support if you need assistance or encounter issues.