I'm moving to a new Stripe account in Chargebee. What are the steps to be followed?

Problem Statement

This article helps you understand i'm moving to a new stripe account in chargebee. what are the steps to be followed.

Solution

What is covered? This article covers the migration process for switching your Stripe account linked to Chargebee, including moving card information from one Stripe account to another.

Migration Scenario

This process applies if:

1. Your Chargebee account is already linked to a Stripe account.
2. You have created a new Stripe gateway account.
3. You want to link this new Stripe account in Chargebee.

The first step in the migration process would be for you to unlink the existing Stripe account in your Chargebee account and connect the new one under the payment gateway settings. For this,

• Navigate to Settings > Configure Chargebee > Payment Gateways > Add a Gateway and choose Stripe, and sign in to your Stripe account. This will link it to your Chargebee account.

• Ensure that the new Stripe account is set as the default gateway for the checkout pages in the Smart Routing configuration under Settings > Configure Chargebee > Payment Gateways(under Billing) > Manage Rule (on the right).

Once you add the new Stripe account, all the new signups will directly go to this account.

On the other hand, the existing customers' card information would still be stored in your old Stripe account. They need to be moved to the new Stripe account, and the new payment tokens should be mapped with the respective customer accounts in Chargebee.

Here's the process involved in switching Stripe accounts in your Chargebee site.

Prerequisites

Before moving ahead with the process, make sure to set Auto Collection to OFF for all customers to avoid payment failures during migration.

1. Remove the old Stripe account and configure the new account.
2. Perform a test transaction using the new Stripe account to verify the configuration.
3. New subscriptions will now route through the new Stripe account.
4. Contact Stripe and raise a request to migrate existing customers from the old Stripe account. Ask Stripe to retain customer IDs to facilitate mapping.
5. Export your customers’ card details from the old Stripe account to Stripe. Stripe will prepare a mapping sheet for the migration.
6. Review the prepared sheet carefully.
7. Once Stripe completes the migration, notify Chargebee to update customers’ payment methods using the mapping sheet.
8. After Chargebee runs the update, turn Auto Collection back ON for your customers to resume payments.

Do it yourself

If you are familiar with Chargebee’s APIs or Bulk Operations, you can perform the migration yourself:

1. Complete Prerequisite Steps 1 to 4 above.
2. Use the Update Payment Method for Customer API or Bulk Operations to update customers’ payment tokens with the new Stripe account details.
3. Finally, perform Step 8 from the process above (turn Auto Collection ON).