What Is a Subscription Migration?
A subscription migration transfers your existing subscribers from your legacy payment processor to Dodo Payments, giving you a single source of truth for all your customer data. Without a migration, customers you’ve acquired to date remain in your legacy system, and only new customers would be visible in Dodo Payments.Migration Process Overview
The subscription migration process consists of three key parts:- Payment method transfer — Secure transfer of sensitive card data from your current processor
- Subscriber data transfer — Export of customer details, subscription plans, and billing schedules
- Import and validation — Unifying payment methods and subscriber data in Dodo Payments
Requirements
Before initiating a migration, ensure you meet the following requirements:- PCI DSS compliance: Your current processor must be PCI DSS Level 1 compliant and able to export encrypted card data. Dodo Payments is PCI DSS Level 1 compliant. View our Attestation of Compliance (AOC) to share with your processor.
- Dodo Payments integration: Complete your integration and route all new customers to Dodo Payments checkout before migrating. This prevents data inconsistencies.
- Data access authorization: You have permission to export customer and payment data from your current processor. This typically requires account owner verification and completion of their security steps.
Step-by-Step Migration Guide
1
Request payment method export from your current processor
Contact your current payment processor’s support team and submit a formal request for a complete export of your customer card tokens.You will need to:
- Provide verification of your identity and authorization
- Request they encrypt the export using Dodo Payments’ PGP public key (provided below)
- Ask them to transfer the encrypted file directly to our secure SFTP server
2
3
Validation and testing
Before the import date, our team will:
- Verify file integrity and encryption of the payment method data
- Validate your subscriber CSV for correct formatting
- Run a test import in Test Mode
- Identify and resolve any data mapping issues
4
Production import
On the agreed import date, our engineering team will:
- Import the payment method data into our PCI-compliant Card Vault
- Import your subscriber data
- Match subscribers to their payment methods using the card tokens
- Activate all migrated subscriptions
5
Post-migration verification
After the import completes, you’ll receive:
- A comprehensive migration report
- A CSV mapping your old subscription IDs to new Dodo Payments IDs
- Access to all migrated customers in your Dodo Payments dashboard
- Verifying a sample of migrated subscriptions in your dashboard
- Testing a few subscription renewals in Test Mode
- Updating your internal database references with the new IDs
- Running parallel monitoring for the first billing cycle
Migratable Data
The following data can be transferred during a subscription migration:Payment history and transaction records cannot be migrated. We recommend exporting this data from your current processor for your records before completing the transition.
PGP Encryption
For maximum security when transferring sensitive card data, all files must be encrypted using our PGP public key. This provides an additional layer of protection beyond transport-level encryption. Share this key with your current payment processor for encrypting the card data export:Dodo Payments PGP Public Key
Dodo Payments PGP Public Key
Timeline Expectations
Get Started
Ready to migrate your subscriptions to Dodo Payments? Contact our team to begin the process:Contact Support
Reach out to start your migration and get connected with a Solutions Engineer.
API Documentation
Explore our API to understand how subscriptions work in Dodo Payments.