Standard Migration

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-by-Step Migration Guide

Step 1: 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 2: Navigate to Settings

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

Step 3: Export the Sample CSV Template

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

Step 4: Export Your Existing Subscription Data

1. Log in to your current subscription app (the one you are migrating from).
2. Export all subscription data from this app.
3. Make sure the exported data contains all the attributes necessary for Easy Subscriptions, such as customer details, product names, and payment schedules.

Step 5: Arrange Subscription Data

1. Open the sample CSV template you downloaded earlier.
2. Copy and arrange your exported subscription data into the same format as the sample template.
   • Ensure that all attributes match the columns in the template (e.g., subscription ID, customer details, product information, billing intervals).

Step 6: Import the Subscription Data

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

Step 7: Verify Import and Check Logs

1. Once the import is complete, you can download the Import Logs.
2. Review the logs to ensure there are no errors during the migration.
   • If there are any errors, the logs will provide details for troubleshooting.

Step 8: Migration Completed

1. Congratulations! You have successfully migrated all your subscriptions to the Easy Subscriptions app. You can now manage, track, and adjust subscriptions seamlessly within your Shopify store.

Key Tips for a Smooth Migration:

• Ensure that Shopify Payments is active as the payment method for subscription orders.
• Double-check the CSV file to make sure the format matches the sample template.
• Take time to review the import logs for any discrepancies after the migration is complete.

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