How To Get The Data From My Existing Program

Depending on the software you're migrating from, you may have different options for retrieving or exporting your program data to import into Ordergroove. The two most common options are:

From Your Existing Subscription Platform

• Export files: this is the most common and approachable for any user however 3rd party tools such as Excel often auto format data (eg removes leading 0s from zip codes) which may cause errors or incorrectly imported data:
  • To use this method you'll need to export from your existing subscription software all the records for the following: 
    • Customers
    • Subscriptions
    • Payments used on subscriptions (it's not an issue if you have unused as well)
    • Shipping addresses tied to subscriptions (it's not an issue if you have unused as well)

Note: If the above data does not provide the next order date for your subscriptions, you'll need to export data that will provide this. Usually, that can be done by exporting all (or only all unsent) subscription orders.

• APIs: While more complex, APIs are a more reliable way to extract your data. You will need to ensure the following is true to use this method:
  • You have access to engineering resources who will be able to write a script or program to extract the data via API
  • Your existing subscription software has all the necessary data accessible via API. Please see below for the required fields.
    
    
• Support Teams: Unfortunately, sometimes your existing subscription platform may not provide all the tools necessary to extract the data you need. Most commonly, this is related to payment info and sometimes even the e-commerce customer ID associated with the subscriber.  In these cases, your only option is to contact the software's support team and ask for an export.  This usually works, it just takes time.
  
  
  

From Your Payment Gateway

If you're having trouble getting your payment tokens or display data, you may be able to get it directly from the payment gateway. There are three ways to accomplish this:

• Export files: Export the data using tools provided by the gateway. While this is dependent on your gateway, there are one or more ways to export your data directly from your account.
  For example, when using Stripe's Stripe Sigma tool, you can easily export your data using the query below:

  SELECT id, email FROM customers;

• APIs: Use your Gateway's API to download all of your data. This will require engineering resources who will be able to write a script or program to extract the data via API.
  
  
• Support Teams: Contact the gateway directly and request an export of your data. This always works but it can take a long time.