Managing recurring subscriptions is a crucial part of your non-profit's fundraising efforts. To simplify this process, Keela offers a Professional Service for transferring your recurring subscription from Stripe to Keela. Whether you want to import all recurring subscriptions or specific ones, we've got you covered.
Step 1: Prepare For Recurring Subscription Import
The first step is entirely in your hands, whether you want to import all your recurring subscriptions from Stripe into Keela or prefer to select specific ones for transfer, both options require you to follow the following steps.
Create a spreadsheet using the template included at the bottom of this article, with the recurring subscriptions that you want to transfer. Below are the required fields for import (included in the template):
|Whether the recurring subscription is a 'Revenue' or 'Donation'||'Revenue' or 'Donation'||Donation|
|Total Amount||The amount of the recurring subscription||Dollar amount||$25|
[For 'Donation' transaction types]
|Note that this varies depending on your country||
Accepted values for AU: Money, Property, Securities
Accepted values for CA: Money, In-kind, Securities
[For 'Revenue' transaction types]
|The type of revenue||Accepted values: Grant, Sponsorship, Purchase, Membership, Other||Purchase|
|Period||The interval the subscription occurs||Week, Month, or Year||Month|
|Repeat||When the subscription repeats (e.g. every '2' weeks)||
If Period = Week - repeat value must be less or equal to 52
If Period = Month - repeat value must be less or equal to 12
If Period = Year -repeat value must be less or equal to 1
|Payment Anchor Date||The date from which the recurring subscription was created in Stripe||Refer to the accepted date formats below this table.||08-05-2023|
|Stripe Customer ID||Unique customer identifier assigned by Stripe||Default stripe format||cus_H4kh8skwnhg2|
|Stripe Payment Method ID||
Unique payment method identifier assigned by Stripe
NOTE: if there is more than one credit card associated with the donor (e.g. visa & mastercard) you will need to choose the Payment Method ID for the donors preffered card
|Default stripe format||PM_G45Tsl210zcna|
|Stripe Payment Method Type||Type of payment method||Credit Card||Credit Card|
Please ensure your donation dates match one of the accepted formats below. Dates in other formats will not be rendered accurately in Keela.
- 2018/1/20 (YYYY/M/DD)
- 2018/08/05 (YYYY/MM/DD)
- 2018-03-06 (YYYY-MM-DD)
- 2/25/2018 (MM/DD/YYYY)
- 09-04-2001 (MM-DD-YYYY)
- 08-05-30 (MM-DD-YY)
- 8/5 (M/D)
- 08-05 (MM-DD)
- Friday, January 5, 2018
- Fri, Jan 5, 2018
- Friday 05 January 2018
- March 3, 2018
- Feb 10, 2018
- 01 Nov 2018
- 05 January 2018
- 05 July
- August 5
Step 2: Send Your Import Spreadsheet To Us
Once you have the spreadsheet filled out, send it to your Professional Services Specialist who will make sure the formatting is correct.
Step 3: We Transfer Your Recurring Subscriptions
Once your spreadsheet is ready for import, we will import your recurring subscriptions into Keela.
Step 4: Your Recurring Subscriptions Are Recorded in Keela
When your recurring subscriptions are imported, we will manually create new recurring transactions in Keela for each subscription we're importing. During this process, we ensure that each Keela subscription is correctly mapped to the existing subscription in Stripe - meaning there will not be any new recurring subscriptions in Stripe, we use the existing one.
The following Stripe recurring subscription fields will populate the recurring transactions in Keela.
- Transaction Type
- Total Amount
- Gift Type
- Revenue Category
- Payment Anchor Date
- Stripe Customer ID
- Stripe Payment Method ID
- Stripe Payment Method Type
How Much Does The Service Cost?
The cost for this service is a $400 one-time fee.
However, as a special limited time offer, if you do not have Premium Care yet, when you purchase Premium Care this service becomes complementary! Yes, you read that right - no extra charge!
Will Historical Recurring Subscription Transactions Be Imported?
Please note that the subscriptions imported into Keela will capture transactions from the point of import onwards. If you require historical data for reporting or other purposes, you will need to import historical recurring subscription transactions via a Donation or Revenue Import.
Can I Import One-time Transactions From Stripe?
This import process is exclusively for recurring subscription transactions and does not include one-time transactions. All one-time transactions should be imported via a Donation or Revenue Import.
Can I Import Recurring Subscriptions From a Payment Processor Other Than Stripe?
At the moment, recurring subscriptions can only be imported from Stripe. If your organization uses a different payment processor for processing recurring subscriptions, please follow these steps:
Create a Stripe account for your organization.
Contact Stripe's Data Migration team through their request portal. During this process, Stripe may require you to initiate a request with your current payment processor to provide payment data or tokens for the import of your recurring subscriptions into Stripe.
Once Stripe's team confirms the successful import from your external payment processor, follow the steps outlined in the Step-by-Step Guide above.