There are four steps involved in migrating the recurring invoices and the associated card information from your Wave account to Zoho Books.
Wave allows you to export all your customers from Wave in .csv and .xlsx formats. Learn how to export it from Wave and import it into Zoho Books from our step-by-step migration guide.
Next, you can import your customers’ card profiles.
Importing your customers’ card profiles enables you to associate them with the respective customers so that you can collect recurring payments automatically using Stripe.
To import the card profiles from Stripe:
Now, a CSV export file will be downloaded with the customer details that you selected. This export file needs to be imported into Zoho Books, in order to map the cards with your customers in Zoho Books.
To import the Stripe Cards:
Importing of your customers’ cards from Stripe will be initiated. Once the import is completed, you will be notified through email and in-app notification.
Now, your card profiles from Stripe will be mapped to your customers in Zoho Books, if the following conditions are met:
- An email address from the card profile must be associated with only one customer in Zoho Books. If more than one customer share the same email address, then the card profile from the import file will not be associated with any customer.
- If the email address in the import file does not match any of your customer’s email address in Zoho Books, the card profile will not be mapped with any existing customers. Instead, a new customer will be created in Zoho Books with the email address in the import file and the card profile will be mapped to that customer.
Since there is no option to export the recurring invoices from Wave, you will have to create the recurring invoices manually in Zoho Books.
Once you’ve created the recurring invoices, you will have to associate the card profiles with the recurring invoices so that you can start collecting payments automatically.
Now the card will be associated with the recurring invoice. Similarly, you can associate the card information with other recurring invoices.
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