Data Migration from Stripe to Payabli
Want to transition to Payabli but don't want to request new credit card authorization forms from your clients? If you currently have a Stripe account with Sessions Health, you can minimize the impact on your customers by exporting tokenized card data from Stripe and importing those tokens into Payabli.
This process involves Stripe securely sharing your client's payment methods with Payabli. We then enable the connection of those payment methods in your Sessions Health account with Payabli, bypassing the need to request all new card information from your clients.
To get started, account owners must initiate the migration process by reaching out to Stripe. Sessions Health nor Payabli can make or authorize an export request on your behalf. This migration process takes approximately ~2 weeks from the time you start the request.
Note: This process is in addition to the Payabli onboarding processed outlined in the Payabli Payment Solution article. Your Payabli account will need to be approved (but not activated) before your new cards are migrated. Do not activate your Payabli account until step 4 below.
Steps to migrate payment methods from Stripe to Payabli
Step 1: Request a data migration from Stripe
Go to Stripe's Contact Support page and login to your Stripe account. If you have more than one Stripe account, select the account linked to your Sessions Health account.
Next, include the following in the form fields:
- In the What do you need help with? field, choose Data Migrations.
- In the What type of data migration can we assist you with? field, choose Export data out of Stripe to a 3rd party.
- In the Which processor would you like to export data to? field, write in Centavo, Inc., dba Payabli.
- In the What payment types would you like to export? field, choose Cards.
- In the Which file format would you prefer for your export? field, choose CSV.
- In the Would you like to export the full set of customers from your account, or only a partial subset? field, choose Full.
- In the Is there any other information you want us to know? field, write the following: You can locate Payabli's PGP Key here: https://docs.payabli.com/user-guides/tokenization-public-pgp-key and Payabli's AoC here: https://drive.google.com/file/d/1Wu_1qUiE5HelSaEkrh5uE-nb59kr3ErG/view?usp=drive_link. Payabli's contact email is migrations@payabli.com and their contacts are Clayton Smith and Ryan Larkin.
Click the Send Email button
Step 2: Send SFTP link you receive from Stripe to Payabli
Stripe may take up to 10 days to export your data. After it's complete, Stripe will send you a link to the stored file in a secure SFTP service. Provide this link to migrations@payabli.com.
Step 3: Wait for confirmation that your cards have been transferred
Payabli will retrieve the encrypted file and process the data. The cards will then be connected to your paypoint in Payabli and connected to your Sessions Health account. Sessions Health will notify you once your card migration is complete. This process is expected to take 3-5 business days.
Step 4: Activate Payabli in your account
Once you receive confirmation from Sessions Health, you can activate Payabli by going to your Billing Settings > Online Payments page and click on the Activate button in the Payabli tile.