## Zoho Payments Documentation Index

Access the complete documentation index at:
https://www.zoho.com/us/payments/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Migrating from Stripe

*   [Before the Migration](#before)
*   [Initiating the Migration](#initiate)
*   [During the Migration](#during)
*   [After the Migration](#after)

If you are an existing user of a payment gateway that uses Stripe as its processor, follow the steps below.

**Prerequisites:** The card data can be migrated only when:

*   Your Zoho Payments' account status is **Active**, and the business has been successfully onboarded.
*   Your account with the other payment gateway is still operational. This ensures that all the data is migrated. Also, do not close the account for a few weeks following migration to process any refunds, respond to disputes, and prevent any interruptions with recurring payments for 3D Secure mandated cards.

* * *

## Before the Migration

Make sure you have the following details ready before starting the migration process.

*   Your **Stripe Account ID.**
    
    **Insight:** The Account ID will be of the format **acct\_value.** You can find this under **Stripe > Settings > Account Details.**
    
*   An estimate of the number of records to be migrated from the following options
    
    *   Lesser than 100
    *   Between 100 to 100 thousand
    *   Between 100 thousand to 1 million
    *   Between 1 million to 10 million
    *   More than 10 million

Once you’ve collected the above details, drop an email to _[support@zohopay.com](mailto:support@zohopay.com)_ requesting a migration.

* * *

## Initiating the Migration

**Note:** Only users with the role _Account Owner_ or _Data Migration Specialist_ can initiate the migration. Verify your role by going to **Stripe > Settings > Team and Security**.

The team will initiate the migration process from their end once your request has been received and will keep you informed regarding the progress via email.

In the meantime, here’s what you’ll have to do from your end:

1.  Log in to **Stripe**.
    
2.  Go to the _Customers_ tab.
    
3.  Click the **Copy** icon at the top and select **Copy all customers**.
    
    [![Copy customers for migration](/payments/help/migration/copy-customer.png)](/payments/help/migration/copy-customer.png)
    
    **Insight:** You can also bulk select only the required customers and click **Copy**.
    
4.  Enter the **Zoho Payments ID** shared by the support team, and click **Continue** in the following popup.
    
    **Note:** This ID differs from your Zoho Payments Account ID and will be shared by the Zoho Payments team. It will be of the format **acct\_ZohoPaymentsID**.
    
    [![Entering the recipient account ID](/payments/help/migration/account-id.png)](/payments/help/migration/account-id.png)
5.  Click **Confirm Request** to confirm your data copy request.
    
    [![Confirm the data copy request](/payments/help/migration/confirm-request.png)](/payments/help/migration/confirm-request.png)
6.  Once your copy request has been created, click the **Copy MigReq ID** button displayed in the _Customers_ module.
    
    [![Copy the migration request ID](/payments/help/migration/copy-requestid.png)](/payments/help/migration/copy-requestid.png)
7.  Send the Migration Request ID to the Zoho Payments support team at [support@zohopay.com](mailto:support@zohopay.com).
    

Stripe will initiate the migration, and the migration status will be updated in the Customers module of your Stripe account.

* * *

## During the Migration

Stripe will forward the data to be mapped to Zoho Payments. Zoho Payments will take care of the rest, complete the migration process, and map the files accordingly.

**Note:** In case of any failures, the team will get in touch with you.

* * *

## After the Migration

After the migration is complete, the mapped data will be added to your Zoho Finance applications. You can then sync the cards associated with Stripe to Zoho Payments and use them for your recurring invoices and subscriptions.

To sync cards with Zoho Payments:

1.  Go to your Zoho Finance app’s _Settings._
    
2.  Select _Payment Gateways._
    
3.  Click **Sync Cards** under Zoho Payments.
    
    [![Sync your cards](/payments/help/migration/sync_cards.png)](/payments/help/migration/sync_cards.png)
4.  Click **Sync Now** in the confirmation pop-up.
    

The cards will now be synced to your Zoho Finance application.

**Note:** Customer cards will be synced only if their primary email address in your Zoho Finance app matches the one in Zoho Payments and if the cards are active.

#### Associate Cards with Recurring Invoices and Subscriptions

To process payments without disruptions for recurring invoices and subscriptions, associate your synced card and enable Zoho Payments as the payment option. Here’s how:

**Note:** For accounts with multiple recurring invoices or subscriptions, reach out to [support@zohopay.com](mailto:support@zohopay.com) for further assistance.

**For recurring invoices:**

1.  Go to the recurring invoice.
    
2.  Click **More** and then **Delete Card** to remove the card associated with Stripe.
    
    [![Delete card from invoice](/payments/help/migration/delete-card.png)](/payments/help/migration/delete-card.png)
3.  Then, **Edit** the invoice and enable **Zoho Payments** as the Payment Option.
    
4.  Click **Save.** This will update the payment gateway in the recurring profile.
    
    [![Update Zoho Payments as the payment option](/payments/help/migration/payment-option.png)](/payments/help/migration/payment-option.png)
5.  Now, click **Associate Credit Card** in the profile.
    
    [![Update Zoho Payments as the payment option](/payments/help/migration/associate-card.png)](/payments/help/migration/associate-card.png)
6.  Select the card associated with Zoho Payments and click **Proceed.**
    

Now the payments will be processed as usual for the invoice.

**For subscriptions in Zoho Billing:**

1.  Go to the subscription.
    
2.  Click **More** and then **Remove Card** to remove the card associated with Stripe.
    
    [![Remove card from subscription](/payments/help/migration/remove-card.png)](/payments/help/migration/remove-card.png)
3.  Then, click the **Associate Payment Option** dropdown and then **Associate Card**.
    
    [![Associate Card](/payments/help/migration/associate-card-subscription.png)](/payments/help/migration/associate-card-subscription.png)
4.  Select the card associated with Zoho Payments and click **Save**.
    

Now the payments will be processed as usual for the subscription.

**Note:** Some 3D Secure mandated cards might face issues when used for customer off-session payments, including MOTO or recurring payments. In such cases, the card can only be used for on-session payments.