Payment migration refers to the process of importing customer payment tokens from external providers (e.g., Stripe, PayPal Express, Authorize.net, Braintree) into Shopify. This ensures that your existing customers can continue being billed through your current provider, without needing to re-enter their payment details immediately.
Shopify vaults the tokens, but billing will continue with your external provider unless the customer updates their payment method natively in Shopify.
What is a payment import?
Payment import is the process of transferring customer payment tokens from an external platform into Shopify's system. Tokens from supported platforms like Stripe, PayPal Express, Authorize.net, or Braintree are imported, enabling you to continue billing through the existing provider. Shopify vaults the payment tokens, but the actual billing remains with the previous provider until customers update their payment method through Shopify, i.e. until it is vaulted in Shopify.
Prerequisites
Before proceeding with a payment import, make sure you meet the following conditions.
Subscription Supported Payment Providers
Shopify Payments
Stripe
Braintree
PayPal Express
Adyen
If you're migrating from another provider that is not in this list, you will first need to move to one of these supported platforms. Other providers are currently not supported for token import.
Adyen is only supported by Shopify for new subscription creation and not supported for payment token migration.
Learn more: Shopify’s Eligibility Requirements for Subscriptions
Methods for importing payment tokens
There are two ways you can migrate payment tokens from your old platform: Manual import and Automated import. Depending on the amount of tokens that need to be moved over, an informed decision can be made by the merchant to either migrate manually or go for the automated method.
Manual payment import
Loop Subscriptions provides a feature that allows you to manually import customer tokens into Shopify one by one. This is ideal if you have fewer than 50 payment records.
First, ensure that you have connected the payment provider as a secondary (skip this step if you have the provider set up in Shopify as primary). A step-by-step walkthrough on how to connect your previous payment provider is provided below
To manually import: Navigate to Loop app > Settings > Migrate customers and payment methods.
Follow the steps to upload the payment tokens from the supported provider.
White-glove migration support
If you prefer a more hands-off approach or have a larger number of records, we offer White-Glove Migration Support. Here's how it works:
API credentials (or token export files) from your current provider (e.g., Stripe, PayPal Express, Braintree, Authorize).
Ensure that your payment provider is already connected in Shopify, either as the primary or secondary provider. (guide)
The provider must be connected to Shopify for us to import payment tokens into Shopify's vault. For more details on how to connect as a secondary provider, follow this guide. To set as primary, you can follow this article from Shopify. For any assistance, reach out to support@loopwork.co.
Need help?
No worries - we're here for you!
If you have any questions or need assistance, feel free to email us at support@loopwork.co or chat with us using the support beacon at the bottom right of your screen.
Regards,
Loop Subscriptions Team 🙂