We've made it easy to transfer recurring transactions from your current Stripe processor to Givebutter.
Here's more about how we support recurring donation migration:
Transfer pre-existing recurring donations from any Stripe processor into the Givebutter campaign of your choice.
Givebutter compares the imported donor data against your account's existing Contact records and, upon validation, will update existing Contact activities or create a new Contact.
Newly migrated transactions are now manageable exclusively in the Recurring Payments tab of your Dashboard.
You'll now be able to steward recurring donors like never before while centralizing accounting and reporting and reducing overall costs.
Step 1: Connect a payout method to your Givebutter account
If you haven't already, follow these directions to add a payout method.
Step 2: Prepare your recurring transaction data for import.
Start by downloading the recurring transaction information from your legacy platform or Stripe account.
Givebutter needs some basic information about your recurring transactions. This allows us to recreate those records in Givebutter. The data needs to be formatted and uploaded to your Givebutter Dashboard. Improper formatting will delay or inhibit the migration.
Data formatting of this nature is traditionally a time-consuming step, and to help you prepare that data, we've included a template below.
Pro Tip: We recommend copying the template in Google Sheets or downloading it if you prefer working in Excel. Then match your data to the corresponding columns on the template.
The file *must* contain the following columns (in any order):
First Name: The donor's first name
Last Name: The donor's last name
Email: The primary email of the donor
Amount: Only numbers, no currency symbols.
Frequency: Available options are Monthly, Quarterly, and Yearly.
Campaign ID: The campaign id of the campaign recurring donors will be migrated into. Go to the Campaign Tab > Click Export > Download the .csv via email > Identify the numeric "id" corresponding to the desired Givebutter campaign
Last Bill Date: Field format is YYYY-MM-DD
Stripe Customer ID: Stripe metadata (always begins with "cus_")
Address Line: If one address field has a value, all address fields must have a value. For example, if Country Code and Zip Code have a value then Address 1, City, and State must also contain a value. Incomplete addresses will be deleted.
Address Line 2: Optional
Country Code: Three symbol country codes only.
The file may contain the following columns (in any order):
Stripe Source ID: Stripe metadata (always begins with "sub_")
Finally, save the Excel file to your computer or download the Google Sheet as a .csv to your desktop.
Step 3: Upload the import file and map to Givebutter.
Navigate to the Track > Recurring Plans tab of your Givebutter Dashboard, click the Import button, then click Upload and select the import file from your device.
Next, select to import or copy and paste the Contact data.
Click Upload data from file, review the data mapping in your import file to the fields in a preview window or manually enter your data into the window.
When you're finished, toggle through some of the records to spot-check for completeness and click Continue. You will receive an email confirmation from Givebutter. If that status is failed, follow the directions provided in our email to reconcile any errors.
To track the status of your Imports at any time, navigate to Accounts Settings > Imports.
Step 4: Contact Stripe to release your payment tokens.
Upon email confirmation from Givebutter of the successful file import, it's time to contact your legacy processor's support team, requesting they release your data.
We've provided an email template to expedite your request.
Attach the recently uploaded CSV in your email to Stripe so they know which tokens to transfer over.
Dear Stripe Support Team,
We are making some changes to our fundraising systems and how we process recurring donations.
Would you please transfer our recurring donors' payment tokens along with their names and email addresses to Givebutter's Stripe Account?
I have CC'ed your migrations team and Givebutter to assist with this as needed.
Would you please let me know if anything else is required and an approximate timeline for the transfer?
The Stripe support and migration team will work together over the following days to transfer the payment tokens and data.
Step 5: Validate the Recurring Plans.
When you receive the confirmation email from Stripe that your data transfer is complete, navigate to the Account Settings > Imports tab of your Givebutter Dashboard, click into the Recurring Plans tab and select Validate Plans.
Shortly after clicking Validate, you will receive an email confirmation from Givebutter. Each Recurring Donation is validated individually. Follow the directions provided in our email to reconcile any errors.
Step 6: Activate the Recurring Plans.
Now it’s time to cancel or disable your recurring gifts while suppressing any "your monthly donation has been canceled" emails on your legacy platform. Once you've completed that step, return to the Recurring Plans tab and click Activate Plans.
You're all set, those recurring donations will begin processing in Givebutter.
Good to know
While our best-in-class support team is available to guide your way, data migrations can be a challenging and time-consuming process if not well organized. The state of your data will determine your migration experience. Givebutter will not analyze, structure, or organize your data for you. You are the leader of your migration. This process can take a few weeks to a few months. It entirely depends on the quality of your data.
Givebutter cannot complete a migration until the payment token/data has been released by your current payment processor and received/imported by Stripe.
Timing is important. You'll need to coordinate canceling your existing subscriptions and the import to ensure no payments are missed or duplicated.
Need support while migrating your recurring donations?
If you have any questions about migrating your recurring donations to Givebutter or difficulties with your legacy platform or processor, reach out to our Support team by email at [email protected] and an actual person on our team will get back to you shortly.