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Transfer Stripe Cards on File to your BetterUnite Stripe account

You can transfer Stripe cards on file for your recurring donors to your new Stripe account within BetterUnite.

 

Transferring your Stripe repeat donor cards on file involves generating a request for transfer from your current Stripe account to your BetterUnite linked Stripe account. This process is enabled within your Stripe account directly and the card information is not ever exposed to BetterUnite.

Step 1: Download Stripe Customer IDs for your repeat donors

  1. Log in to your current Stripe account and navigate to the Customers page.
  2. Let's filter this list to get your repeat donors. You can click the Repeat Customers tab for quick filtering.
  3. Click the Export button.
  4. Adjust the columns to only select the ID field. We only need the customer id field for the next step.
  5. Export as a CSV.
  6. Confirm that your exported file only has the customer ID field in it (starting with cus_), and no titles.

Step 2: Transfer Cards-on-File to your new Stripe account

  1. In your current Stripe account, navigate to the customers page.
  2. Click Copy.
  3. In the Copy Method pop up menu, select Upload file.
  4. Choose the CSV file you exported in the previous step in your computer
  5. Click Continue.
  6. Enter the account ID (format: acct_xxxx) of your BetterUnite Stripe account. (This ID can be found within your BetterUnite account by navigating to your settings->payment processors section.)  A notification will be issued, indicating that the recipient must authorize your request prior to the continuation of the copy process.
  7. Click Confirm.

Step 3: Associate Recurring Payments and Membership Subscriptions with transferred customers and cards

If you are simply transferring recurring payments, you can go to your Stripe Express configuration page in your BetterUnite account, and under the "Actions" menu, locate the option to import recurring schedules. This will guide you to the import page for you to prepare and import your schedules.

In this last step, we can work with you to associate the appropriate subscriptions and recurring payments within BetterUnite with the transferred cards on file. If you need help, please reach out to our support technicians (support@betterunite.com) to work through the next steps.