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Migrating Stripe Accounts

Safe process for switching your Stripe account in Kolleno while keeping customers and payment methods mapped correctly.

Kolleno Support avatar
Written by Kolleno Support
Updated this week

When moving to a new Stripe account, Stripe provides two important guarantees:

  1. Customer IDs stay the same when Stripe’s native migration tool is used.

  2. Payment method IDs change, but Stripe provides a mapping file linking old and new IDs.

Kolleno uses this mapping file to correctly restore your payment methods once your new Stripe account is connected.

Key Behaviors During Migration

Customer IDs

Customer IDs remain identical when using Stripe’s native migration tool.
A CSV is not required unless you’ve completed a non-standard migration.

Reference:
​https://support.stripe.com/questions/copy-existing-account-data-to-a-new-stripe-account

Payment Methods

Payment method IDs always change.
Stripe provides a mapping file that links old and new payment method IDs.
Kolleno uses this file to correctly restore your payment methods.

Reference:
​https://docs.stripe.com/get-started/data-migrations/pan-copy-self-serve?copy-method=full#data-considerations

Migrating to a New Stripe Account Using an Existing Kolleno Account

This process keeps the Kolleno account unchanged while replacing the Stripe account.

  1. Disconnect the Existing Stripe Account
    Completed by the client.

    1. Disconnecting removes all saved payment methods and customer links.
      Payments will be unavailable until the new Stripe account is connected.

  2. Remove Old Payment Methods

    1. Completed by Kolleno.

      We wipe all existing payment methods to ensure no incorrect mappings remain once the new Stripe account is connected.

  3. Connect the New Stripe Account

    1. Completed by the client from Kolleno Settings.

      This allows Kolleno to access the new Stripe customers and payment methods.

  4. Import New Payment Methods

    1. Completed by Kolleno.

      Once the customer provides the file to us with the new payment methods Kolleno will preform the import. If payment method IDs changed, Kolleno uses Stripe’s mapping file to attach each method to the correct customer.
      ​

For more information on managing your Stripe settings, refer to the rest of the articles in the Stripe collection.

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