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Moving customers across from your existing system
Moving customers across from your existing system

Learn how to move your customers into Stora

Updated over 4 months ago

Your migration approach will depend on your business and operating style and we'll discuss a tailored plan during your onboarding. This article will give you a general overview of how this can be achieved easily.


Payment Migration

It's possible to move your existing customer payment methods into Stripe. This includes:

  • Direct debit mandates

  • Card numbers

This would enable you to create customer subscriptions on Stora using the customer's existing payment method, ensuring no disturbance to your customers.


Preparation

Operators have found it useful to email their clients to advise of the change in the payment/management system. This helps to set expectations with your customers.


Customer Import Sheet

We can upload customer information into Stora. This is helpful if you have a large number of customers and will enable you to create subscriptions more quickly. Find out more here.


Subscription Creation

With the customer data imported, you'll be able to select your customers from the drop-down menu when creating their full subscription. The most common approach is to select the move-in date as the date the customer's next payment is due.

If you have migrated payment methods you'll be able to choose these when creating the customer's subscription. If you have not migrated payment details you can automate the process of getting customers to pay via card.

Note:

  • Aim to provide your customer data 1-2 days before commencing subscription creation.

  • It's important to track customers, and ensure you've cancelled their subscription/payment in your previous system. A simple spreadsheet, marking off the completed customers as you go is ideal.

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