STEP 1:
If you have not done so yet, please make sure you set up your NEW free business Stripe account.
(This is the first step to be taken when setting up the Chalk It Pro billing module and ensures that your business is the rightful owner of your businesses financial processing, not your software provider.)
That can be done at www.stripe.com
Once it's set up and you're logged in...
Grab your new account number to have available for the steps below...
Your NEW Stripe Account Number:
Follow this link to find and copy your NEW Stripe account number:
https://dashboard.stripe.com/settings/account
Upper right you will find your Account Number.
STEP 2:
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SEND YOUR CURRENT PROVIDER THIS & CC support@chalkitpro.com
(copy and paste w/ your information inserted to their support team)...
SUBJECT: STRIPE COPY REQUEST FOR (YOUR BUSINESS NAME)
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Hi Support Team!
I want to request a migration of my customers from the (CURRENT PROVIDER) account (aka: the source account) to my new Stripe account (aka: the destination account).
Please login to your Stripe master account and process the copy request for (YOUR BUSINESS NAME).
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Here's the link to complete that process: https://support.stripe.com/contact/email?topic=migrations
When completing this form, please indicate that we would like to complete a "data copy from one Stripe account to another Stripe account" and complete the additional information accordingly."
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SOURCE ACCOUNT STRIPE ID # IS:
YOU HAVE THIS INFO ON YOUR END. CAN YOU ALSO SEND ME THIS INFORMATION SO I CAN COMPLETE THE INTAKE FORM ON MY SIDE.
DESTINATION STRIPE ACCOUNT ID #:
acct_.................................................
YOU NOW DO THE FOLLOWING...
You should login to your new Stripe account (Destination Account) and complete the copy destination intake request here: https://support.stripe.com/contact/email?topic=migrations (for migration type, select "data copy", then indicate that the account is the 'destination')
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When completing this form, please indicate that you would like to complete a "data copy from one Stripe account to another Stripe account" and complete the additional information accordingly."
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This process can take about a week, but Stripe will copy all your customer data over to your brand new Stripe account that you now manage.
STEP 3:
Once the migration process is finished... let's get it all linked up for you...
Your Chalk It Pro client accounts linked to your NEWLY copied Stripe customer accounts. In Chalk It Pro go to...
Billing --> Billing Setup --> Link Stripe Customer Accounts
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MAGIC! - Based on your client email addresses it connects everything for you.
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You will also see any accounts that were not automatically connected due to an email address difference. For these, you will have to instruct your clients to update their billing information directly into their Chalk It Pro Account...
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Instruct your clients to:
Account Info --> Billing --> Payment Methods --> Update
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Helpful Billing Setup Guide:
Just make sure you've followed the BILLING SETUP GUIDE HERE to set up all your memberships and payment plans in Chalk It Pro.