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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.

This article explains how to transfer your repeat donors' cards on file from your current Stripe account to your BetterUnite-linked Stripe account. The transfer is initiated directly within Stripe - card information is never exposed to BetterUnite. The process involves four steps: downloading costumer IDs, initiating the card transfer, submitting your recurring payment schedule, and having the BetterUnite team finalize the migration.

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. Filter this list to get your repeat donors by clicking 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 a single column with the customer ID field in it (starting with cus_), and no title row.

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 BetterUnite Stripe account ID acct_1CYgaFIGQdMZUBum in the Recipient Account ID field in the pop up window


  7. Click Confirm.

Step 3: Send us the Recurring Payment Schedule Information

We can import your recurring donor schedules into your BetterUnite account so that the payments can continue in your new account.  

In order to facilitate this, you would need to prepare a recurring schedule upload file. You should be able to export your existing subscriptions from Stripe, or manually prepare a list of your recurring payment schedule. Click here to download a file template and sample.

This will tell us who to charge when and how much. The amounts in the file should be set to the total gross amount to be charged. Please be sure to include the customer id in this file so that we can map to the new customer & card information transferred in steps 1 & 2 above.

Step 4: BetterUnite support team creates your recurring schedules in your account

Once you have completed Steps 1-3, notify the BetterUnite support team via in-app chat or at support@betterunite.com. We will approve the customer import within Stripe under the Customers section, which triggers Stripe to transfer your customers and their associated cards to your BetterUnite account. After Stripe finalizes the transfer, we will access a mapping file containing the old and new customer IDs, along with the card reference IDs. This along with your recurring schedules file above gives us the information we need to migrate existing recurring payment methods to the newly transferred payment methods.