Pre-requisite

• [ ] Create a Rechargly account
• [ ] Create a Stripe account
• [ ] Invite the Rechargly team to be the administrator of the Stripe account (optional)

Process

• [ ] Notify clients 14 days in advance that you’ll be adopting Rechargly, and if possible, migrating their billing information.

• [ ] Email support to request the migration of BECS and ensure the mandates are not cancelled.

  <aside> 📩

  Hi Support,

  We want to migrate part of our direct debit payments from to Stripe and we need your assistance exporting our customer data.

  We want to migrate part of our direct debit payments from GoCardless to Stripe for our account ([Firm])

  We are looking for a partial/bulk change, please reference case number 3105858, 3534542 & 3416833 where you have done this before. The request is the same.

  Here are the details and our specific requests:

  1. Customer Data Export:
  • We need the direct debit information for our [# customers] customers on your platform.
  2. Maintain Two Billing Platforms:
  • You will not cancel any mandates. Some customers will remain on [Vendor] for specific transactions (e.g., accounting/bookkeeping).
  3. Communication of the Migration
  • We have communicated this change to our customers. They will also be notified when we move the billing information to Stripe.
  4. Proposed Process:
  • You provide us with the direct debit billing information and mandates.
  • We will do a Bulk Transfer in Stripe to move the client billing information.
  • When the billing information has been shared, will not cancel any mandates.
  • We will separate the billing of our accounting/bookkeeping/other services in [Vendor], and software related invoicing will be done through Rechargly.

  Please confirm if you’re comfortable with the proposed process above.

  Best regards, [Your Name] [Your Position]

  </aside>

• [ ] Receive billing information and share it with [email protected]

• [ ] Migrated billing information is mapped to customers in Rechargly

• [ ] Customer charges are confirmed and enabled

• [ ] Clients are notified by Stripe and/or Rechargly in the lead up to their first charge.

Client communication

Communication from Rechargly/Stripe when you migrate your customers