Stripe Migration Checklist

A comprehensive checklist to ensure your Stripe subscription migration goes smoothly. Don't miss any critical steps.

Get Started Free Full Guide

Pre-Migration Planning

Complete these steps before starting your migration

Inventory Current Setup

Document all active subscriptions, products, customers, and integrations

  • Count of active subscriptions
  • Number of products and price points
  • Customer count and payment methods
  • Active coupons and promotions

Assess Integration Dependencies

List all systems connected to your current Stripe account

  • Webhook endpoints and handlers
  • Third-party integrations (accounting, CRM, etc.)
  • Custom applications using Stripe API
  • Recurring job processors

Define Migration Scope

Clearly define what will and won't be migrated

  • Active subscriptions only or include canceled?
  • Historical data requirements
  • Date range for migration
  • Specific products or customer segments

Create Data Backups

Export critical data from your current Stripe account

  • Customer and subscription exports
  • Product and pricing data
  • Transaction history
  • Integration configurations

Schedule Migration Window

Plan migration timing to minimize business impact

  • Choose low-traffic time period
  • Coordinate with team availability
  • Plan for potential rollback window
  • Prepare customer communication

Destination Account Setup

Prepare your destination Stripe account

Complete Account Verification

Ensure destination account is fully verified and activated

Configure Account Settings

Match critical settings from source account

  • Supported currencies
  • Payment methods enabled
  • Tax settings and compliance
  • Account branding and receipts

Set Up Banking Details

Configure payout methods and banking information

Test Account Functionality

Verify destination account can process payments

  • Create test products and subscriptions
  • Process test payments
  • Verify webhook delivery
  • Test integration connections

Migration Execution

Steps to perform during the actual migration

Migrate Products First

Transfer product catalog before customer data

  • Products and their metadata
  • Pricing structures and intervals
  • Tax codes and categories
  • Product images and descriptions

Transfer Customer Data

Migrate customer records and information

  • Customer profiles and metadata
  • Billing addresses
  • Customer communication preferences
  • Custom fields and tags

Migrate Subscriptions

Transfer active subscriptions with billing cycle preservation

  • Active subscription states
  • Billing cycle dates and amounts
  • Trial periods and discounts
  • Subscription metadata

Transfer Coupons & Promotions

Migrate active promotional codes and discounts

  • Coupon codes and descriptions
  • Discount amounts and percentages
  • Usage limits and restrictions
  • Expiration dates

Monitor Progress

Track migration progress and handle errors

  • Monitor migration completion rates
  • Review error logs and failed items
  • Address data conflicts immediately
  • Maintain team communication

Post-Migration Validation

Verify your migration completed successfully

Verify Data Counts

Compare object counts between source and destination

  • Active subscription count matches
  • Customer count verification
  • Product and price count check
  • Coupon count validation

Test Payment Processing

Verify customers can make payments successfully

  • Process test payments for different subscription types
  • Verify billing cycle timing
  • Test failed payment handling
  • Validate invoice generation

Validate Integrations

Ensure all connected systems work correctly

  • Webhook delivery and processing
  • Third-party integration functionality
  • API connection testing
  • Reporting and analytics data

Update Systems & Documentation

Complete post-migration system updates

  • Update API keys in applications
  • Modify webhook URLs
  • Update internal documentation
  • Train support team on changes

Monitor for Issues

Watch for problems in the days following migration

  • Customer support ticket volume
  • Payment processing errors
  • System performance metrics
  • Customer communication responses

Skip the Manual Work

SubMigrations automates this entire checklist for you

Automated Execution

Every checklist item handled automatically with real-time progress tracking

Minutes Not Hours

Complete migrations in minutes instead of spending days on manual processes

100% Success Rate

Guaranteed successful migration with rollback protection and error recovery

Ready to Automate Your Migration?

Skip the manual checklist and use our automated platform. Get started in minutes.

Get Started Free