Migrate from PayPal Express

Overview

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.

Step-by-Step Migration Guide

Step 1: Verify PayPal Express Configuration

1. If you use PayPal Express as your payment gateway for subscriptions:
   • Ensure that PayPal Express is enabled on your Shopify store.
   • You must verify that your merchant account is approved to use reference transactions by PayPal.
     • Reference transactions allow your PayPal account to charge recurring payments for subscriptions.
2. Contact PayPal support to verify or request the activation of reference transactions if not already enabled.

Step 2: Access the Easy Subscriptions App

1. Log in to your Shopify dashboard.
2. Click on the Apps section from the sidebar.
3. Search for the Easy Subscriptions app and click to open it.

Step 3: Navigate to Settings

1. Inside the Easy Subscriptions app, locate and click on the Settings tab.
2. Look for the Import Subscription option.

Step 4: Export the Sample CSV Template

1. In the Import Subscription section, download the provided Sample CSV Template.
   • This template will provide the required format to import your subscriptions into Easy Subscriptions.

Step 5: Export Your Existing Subscription Data

1. Log in to your current subscription app (the one you are migrating from).
2. Export all subscription data.
3. Ensure the exported data contains all necessary attributes such as customer details, product names, and billing schedules.

Step 6: Arrange Subscription Data

1. Open the sample CSV template downloaded earlier.
2. Copy and organize your exported subscription data to match the format of the sample template.
   • Ensure that all attributes (e.g., subscription ID, customer details, product information, and billing intervals) align with the template’s structure.

Step 7: Import the Subscription Data

1. Return to the Import Subscription section in the Easy Subscriptions app.
2. Upload your prepared CSV file with the subscription data.
3. The import process will begin, and it might take some time to process all the subscriptions.

Step 8: Verify Import and Check Logs

1. Once the import is complete, download the Import Logs.
2. Review the logs for any errors during the migration.
   • If there are errors, the logs will provide detailed information for troubleshooting.

Step 9: Migration Completed

1. Your subscription data has now been successfully migrated to the Easy Subscriptions app. You can start managing your subscriptions seamlessly through Shopify.

Key Tips for a Smooth PayPal Express Migration:

• Ensure PayPal Express is enabled, and that your merchant account has reference transactions activated.
• Double-check the format of the CSV file to match the provided sample.
• Carefully review the import logs to confirm a successful migration.

For further assistance or if you encounter any issues, don’t hesitate to reach out to our support team for help!