We're going to make this process as seamless as possible for you so you can start saving money ASAP!
We have a lot of clients to migrate from Stripe to Chalk It Pro Payments. We will do our absolute best to be as timely and as efficient as possible, but please be patient with us during this process. We will be in communication with you every step of the way.
Here's the full outline and timeline of the process:
Step 1 - Complete the initial Information Collection Form
Step 1 - Complete the initial Information Collection Form
Start by filling out the Information Collection Form.
Once submitted, you’ll receive an email at the address you provided on your form. This email will include a secure link to complete your merchant application.
While we aim to send this application as quickly as possible, please allow up to 1 business day for delivery.5
Estimated Timeline: ~1 business day
Step 2a - Complete Your Application
Step 2a - Complete Your Application
Accessing Your Application
Once you receive your application link, please complete it promptly. After 24-hours, the link will expire and you’ll need to sign in here in order to access your application to make any edits or changes pre-approval. Please utilize your email address and hit “Reset your Password” to reset it and sign in.
Important: Applications must be completed within 30 days, or the process will need to be restarted.
If you need to upload additional documents or provide more information after submitting, you can return to your application at any time through the portal to finish the required steps.
Bank Notification Recommendation
To prevent funding delays, notify your bank that they may see ACH deposits and debits from:
ACH Company ID: 2465382828
Estimated Timeline - After submission, your account is typically approved and ready within 2–3 business days, unless additional documentation is requested.
Completing this step early helps prevent any future disruptions to your payment processing.
Step 2b - Before You Begin - Application Checklist
Step 2b - Before You Begin - Application Checklist
Having the following information ready can help you complete the application in about 5 minutes. (Click the dropdown arrow for the comprehensive checklist)
Company Information
Legal Business Name
DBA (Doing Business As) Name
Business Address & Phone Number
Business Start Date
EIN (Tax ID)
Company Type
Association, Corporation, Financial Institution, LLC, Partnership, Sole Proprietor, or Tax Exempt
Website URL
Primary Owner Information
Home Address
Phone Number
SSN
Ownership Percentage
If any individual owns 25% or more of the business, their information must also be included or the application will be pended.
Note: After submitting, please unlock your Experian credit temporarily so a soft credit check can be completed.
Business Volume & Banking Details
Bank Account Number
Routing Number
Name on Account
Annual Processing Volume
Highest Ticket Size (must not exceed annual volume)
Average Ticket Size (must not exceed highest ticket)
Amex Direct SE Number (if applicable)
Annual Amex Volume (if applicable)
Required Verification Documents
A clear, color photo of the business owner's Driver's License (front and back)
A copy of your Articles of Incorporation
OR
A Valid Business License
Pre-Printed voided check OR signed bank letter
Step 2c - Start the Migration of Payment Methods
Step 2c - Start the Migration of Payment Methods
To move your customers from Stripe to Chalk It Pro Payments, we need to complete a payment method data migration. We recommend starting this step while your application is still pending approval, since retrieving the data can take time.
Expected Timeline
Retrieving data from Stripe: ~10 days
Import in CHIP Payments: ~7–14 business days
Important: This migration is only a copy of payment methods. Your current billing in Chalk It Pro continues running normally during the process.
Timing & Planning Considerations
⚠️ Plan carefully before starting
Once the migration begins:
New customers cannot be migrated automatically.
Any new signups during this window must be manually re-entered after completion.
To minimize manual work
Start only when you’re ready to move quickly
Stay responsive to communication from support teams
Monitor your email for requests or confirmations
How to Start the Migration
You have two options:
Option 1 — We Request the Data for You (Recommended)
We can contact Stripe on your behalf, but we’ll need additional account permissions.
Grant access:
Go to Settings
Click Team & Security
Locate devteam@chalkitpro.com (should already be listed as Developer)
Click the user
Under Support Roles, enable Data Migration Specialist
If you don’t see the email:
Click + New Member
Assign Data Migration Specialist
Send invite
After migration is complete, you may remove this access.
Here's a quick how-to video to give us access:
Option 2 — Request the Data Yourself (DIY)
Submit a request through Stripe support to export your payment methods.
Please fill out the form like this picture (click dropdown).
Stripe will send a confirmation email asking you to confirm the migration.
Simply reply “confirm.”
Stripe will send a request for Stax's PGP Key and AOC. You can copy and paste this message below:
"Hi Stripe Data Migrations,
We are migrating this account to Stax (https://staxpayments.com/). I was informed by them that you should have this information from them.
In case you need it again, here's a link to their PGP Key."
Include the link for the PGP Key.
Stripe will send a second confirmation with your Stripe ID and business information. Confirm all of that is correct and reply back that it's correct and to proceed with the migration.
If you need any assistance during this process, email support@chalkitpro.com.
Once you receive the migration files (could take up to 10 days from first request submission):
Simply forward us the email to support@chalkitpro.com and we will take it from there.
The email from Stripe should include your account details, but just to make sure the information is going to the proper place, include your name and gym name when forwarding!
We will not have open communication with you and Stripe, so please note that we will not be able to assist or know what's going on until we receive the email of the export from you. Which is why we recommend Option 1.
Estimated Timeline: 2-3 Weeks
Step 3 - Assigning New Members Their Payment Methods and Copy of Data
Step 3 - Assigning New Members Their Payment Methods and Copy of Data
Once your payment method migration is finalized, you'll receive a confirmation email from us. From there, we'll be handling the transition of your CHIP account to the new UI billing on our end. No action is needed from you right now — we'll take care of everything behind the scenes. Please allow us 2–3 business days to complete this process.
⚠️ Important note for your newer clients:
If any clients joined after the migration began, please wait to have them re-enter their payment methods until AFTER we confirm the transition is complete. If they enter payment info before we finish, it won't carry over into the new UI.
Existing memberships will be set as a pending cancellation in Stripe UI with a future start date in the new UI — ensuring there are no overlapping charges or automatic rebills.
We'll send you a follow-up email as soon as everything is done. Until then, continue operating as normal — you won't notice a thing!
If you spot anything that doesn't look right in the meantime, please don't hesitate to reach out to us at support@chalkitpro.com. If a Zoom call would be helpful, just mention that in your email and we'll get one scheduled.
Thanks for your patience — we're excited to get you fully set up with your new and improved billing interface!
Timeline: ~2-3 Business Days
Total Migration Timeline: Approximately 2-4 weeks Total
Step 4 - PCI Compliance
Step 4 - PCI Compliance
Within 90 days after completing your application, you'll receive a PCI Self-Assessment Questionnaire. This is a requirement from the credit card companies themselves — not Chalk It Pro or Stax. Non-compliance carries a $50/month penalty, so it's important to complete it promptly.
As that deadline approaches, we'll send you a separate email with specific instructions to walk you through the SAQ before receiving it from Stax.
Here is more information on PCI Compliance: