bensontrent/Stripe-Account-Migration

A collection of tools to help you migrate a stripe account to a new account without losing data

Stripe Account Migration ToolKit V1.0

A collection of tools to help you migrate a stripe account to a new account without losing data. This is useful when you want to move your main used account to another country, or when you want to transfer your account to another person or company (for example, when you sell your business).

Introduction

This repository contains a collection of tools to help you migrate a stripe account to a new account without losing data. This is useful when you want to move your main used account to another country, or when you want to transfer your account to another person or company (for example, when you sell your business).

Usage:

Install the dependencies:

npm install

or

yarn install

Create a .env file with the following content:

SOURCE_STRIPE_SECRET_KEY=""
DESTINATION_STRIPE_SECRET_KEY=""

Inventory the data you want to migrate:

npm run inventory

or

yarn inventory

Run the migration script:

npm run migrate

or

yarn migrate

How to copy PAN data from the old account to the new account ?

Follow this link from stripe documentation to copy PAN data from the old account to the new account: https://docs.stripe.com/payments/account/data-migrations/pan-copy-self-serve

What information can be migrated from the old account to the new account using the stripe process?

The following information can be migrated from the old account to the new account using the stripe process:

• Customer objects (keeping the same customer id)
• Card objects
• Source objects
• Payment Methods objects (except: SEPA, Bacs, ACH)
• Bank Accounts objects

What information can not be migrated from the old account to the new account using the stripe process?

The following information can not be migrated from the old account to the new account using the stripe process: (and that's why we created this repository)

• Charges objects
• Payment Intents objects
• Invoices objects
• Plans objects
• Subscription objects
• Products objects
• Coupons objects
• Discounts objects
• Events objects
• Refunds objects
• Transfers objects
• Payouts objects
• Logs objects
• Guest Customer objects ... and more

What information can I migrated using this repository?

The following information can be migrated using this repository:

• Coupons objects ✅ (migrated without any changes, conserving the same coupon id and details)
• Promotion Codes objects ✅ (migrated without any changes, conserving the same promotion code id and details)
• Products objects ✅ (migrated without any changes, conserving the same product id and details)
• Prices objects ✅ - prices is special, because all prices ids cannot be migrated due to the limitation of stripe API, we cannot specify a specific price ID when creating a new price ID on the destination account, so we have to create new prices in the new account and update the subscriptions to use the new prices ids, using a mapping file.
• Plans objects ✅ - You can model subscriptions with more flexibly using the Prices API. It replaces the Plans API and is backwards compatible to simplify migration. so we use the prices API to migrate all the plans (if we have any)
• Subscriptions objects ✅ - subscriptions are linked to the prices, so we have to update the subscriptions using the new prices ids, using the mapping file created when migrating the prices.
• Subscription Schedules objects ✅

Need to be coded:

• Tax Rates objects - not implemented yet
• Shipping Rates objects - not implemented yet
• Files objects - not implemented yet
• Quotes objects - not implemented yet
• Usage Records objects - not implemented yet
• Connect Features objects - all connect features are not implemented yet, feel free to contribute to this repository to add them

How to perform a complete migration?

To perform a complete migration, you need to follow these steps:

• Put your website in maintenance mode to avoid getting new customers, subscriptions,...
• Start the PAN migration process to get customers objects and payment method on your destination account (https://docs.stripe.com/get-started/data-migrations/pan-import) (see detailed instruction bellow)
• Load the csv file inside ./input/sources_mapping.csv, you can get this file only on the destination account under the "Documents" tab (https://dashboard.stripe.com/settings/documents) this file contains the mapping between souce payment method id and destination payment method id
• Run the inventory script to understand the quantity of data to migrate
• Start the migration process using the migrate script
• Update your website to use the new stripe API keys (destination account)
• Test your website to make sure everything is working fine (re-create all webhooks, ...)
• Pause ALL subscriptions on the source account (to avoid customer being billed 2 times for the same service), donc pause subscription on the source account before running the migration otherwise all subscriptions will be paused on the destination account too
• (Optional) - migrate ALL invoices (special*)
• Update your prices reference in your app code if needed using the mapping file
• Stop the maintenance mode

PAN migration help sheet

• On the source Account go to https://dashboard.stripe.com/settings/account and copy the account id (acct_...)
• go to https://dashboard.stripe.com/settings/authorized_accounts on the Destination account
• paste the source account ID in the input field and click on the "Confirm" button
• Add an account to the team with the Specific Role "Data Migration Specialist"
• Connect to stripe with this account and go on the Customer page (https://dashboard.stripe.com/customers)
• CLick on "Copy" button (top right corner, near "Import"), then "copy all customers".
• select the destination authorized account and click on the "Continue" button and confirm the request (you can copy the request ID)
• On the destination account, accept the request to import all customers data
• Once the import is finished, go on the destination account in Profile -> Documents (https://dashboard.stripe.com/settings/documents) and download the mapping file. (the mapping file contain the mapping of all new payment method "pm_" objects)
• put the mapping file inside ./input/sources_mapping.csv (rename the .csv file)
• run the migration script yarn migrate

How to use this repository?

Install the dependencies:

npm install

Edit the config.js file to set the data you want to migrate to your new account. For example:

COUPONS: false, // set to true if you want to migrate coupons
PRODUCTS: true, // set to true if you want to migrate products
PRICES: true, // set to true if you want to migrate prices

Create a .env file with the following content:

STRIPE_SECRET_KEY_OLD=sk_test_...
STRIPE_SECRET_KEY_NEW=sk_test_...

Run the migration script:

npm run migrate

How to contribute?

If you want to contribute to this repository, please follow the following steps:

• Fork this repository
• Create a new branch
• Make your changes
• Create a pull request
• Wait for the review

License

This repository is licensed under the MIT License - see the LICENSE.md file for details

Authors

• The Cheems Dev - Initial work

Disclaimer

Use this repository at your own risk. We are not responsible for any data loss or any other issues that may occur when using this repository. Always make sure to have a backup of your data before using this repository to migrate your stripe account.

WE ARE NOT AFFILIATED WITH STRIPE. THIS IS AN UNOFFICIAL REPOSITORY. PLEASE USE THIS REPOSITORY AT YOUR OWN RISK.