Merchant switching program guide

The Ultimate Guide for Switching from PayPal to Helcim.

We made switching sides quick and easy.

Switching your business to Helcim is straightforward, and we're here to help every step of the way. This guide provides a clear roadmap for transitioning your business from PayPal to Helcim. Use it as a starting point and checklist to ensure you cover all essential setup tasks.

If you haven’t yet created a Helcim account for your migration, sign up for free today!

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  • STEP 1: Understanding what you can transfer over from PayPal to Helcim

    The following items can be transferred from PayPal to Helcim.

    Data Can I import? Notes
    Customers (up to 1000) CSV via 3rd party integration
    Products & Services CSV via PayPal Zettle
    Inventory CSV
    Invoices CSV
    Credit card on file Requires a PayPal Sales representative & a card data export request.
    Employees Not supported with Helcim
    Appointments Not supported with Helcim
    Memberships Not supported with Helcim
    Gift cards Not supported with Helcim
    Reviews Not supported with Helcim
  • STEP 2: (Optional - US only) Migrating your products

    While there’s no direct option on PayPal to migrate products or your customers to another provider, you may be using their Zettle platform or third-party integrations such as WooCommerce, Squarespace, GoDaddy, or Shopify. To migrate your data over to Helcim, simply follow these steps:

    Export your product list from PayPal Zettle or other provider

    • a. Navigate to your Products
    • b. Select the products you wish to migrate over then select Export.
    • c. Name the file PayPalProductDownload.csv, and then save the file to your computer.

    Edit the CSV file to match Helcim’s Product Import’s template.

    (Ensure the required Helcim data field matches the PayPal data input for every column.)

    • a. On your Helcim dashboard, navigate to your Products and Services and select Import / Export.
    • b. Select Sample File to Download the CSV template found on your Products Import or download it here.
    • c. Clear the examples provided in the sheet. Do not delete the header rows.
    • d. Copy and paste the column from PayPal to Helcim as instructed below.

    Notes:

    • Customers can only import 1,000 product items at a time.
    • If you have more than 500 products, it’s best to break it down to multiple sheets of 500 items per sheet.
    • Does not support product image upload.
    • Product variant and inventory update is a separate import.
    • If the data field is not present from either sources (PayPal or Helcim) do not alter the columns.
    PayPal data field Helcim data field Action
    Name Name Copy the values under this column & paste into Helcim data field
    Custom Unit N/A Leave as is. Do not copy into Helcim data field
    VAT N/A Leave as is. Do not copy into Helcim data field
    Price Price Copy the values under this column & paste into Helcim data field
    Cost Price Cost Copy the values under this column & paste into Helcim data field
    Barcode N/A Leave as is. Do not copy into Helcim data field
    SKU SKU Copy the values under this column & paste into Helcim data field
    Category Category Copy the values under this column & paste into Helcim data field
    N/A Availability Input “YES” to all product rows to make the items available
    N/A Availability_Online Input “YES” to product rows to make the items available for ONLINE to purchase via Online Checkout or Hosted Payment Pages
    N/A Availability_RETAIL Input “YES” to product rows to make the items available for RETAIL purchase via POS
    All other fields N/A Leave as is. Do not copy into Helcim data field

    Once done, save your CSV file and import your product data to Helcim

    • a. On your dashboard, navigate to your Products and Services and select Import / Export.
    • b. Choose Product Import.
    • c. Select Browse to select the CSV file for upload and click Next to review the data.
    • d. Confirm the data is correct and click Confirm to complete the upload. A confirmation message will indicate a successful upload.
    • e. To update your inventory levels or add product variants, learn more here.

    Common errors

    • Error: Invalid file, please check your file and try again - The formatting in your file is incorrect. Please download the sample file and ensure the column names and the order match exactly and that the values in the columns match the examples provided.
    • Warning: # Product(s) have Errors and will not be imported. See Next Page for Details - Please continue to the following page by clicking “Next” and scroll to the bottom of the page. All products that failed to upload will appear along with the error encountered.
    • Missing Name - Your product does not have a name or is not recognized as it contains a symbol (ex. $, &, #).
    • Missing Price - Your product does not have a name or is not recognized as it contains a symbol (ex. $, &, #).
    • Missing SKU - Your product does not have a name or is not recognized as it contains a symbol (ex. $, &, #).
    • Import Timeout - Files with over 500 products will timeout, please break imports down into smaller files and try again. 
  • STEP 3: (Optional) Migrating your customers and their credit card-on-file

    PayPal can directly transfer your customer’s data to a PCI-DSS compliant provider like Helcim. To migrate your customers info and card-on-file records (primary account number data) from PayPal to Helcim follow the steps below:

    • a. Send a request to your PayPal Sales or Customer Support Representative and CC Helcim’s migration support: [email protected] . To learn more about this process, read more about it here.
    • b. A PayPal representative will call you to verify your account ownership and confirm your export request. They will also ask you to provide the fields you want to export alongside with the credit card on file. It’s best to provide them with the Helcim Customer Import CSV template which you can download via navigating to your Helcim Dashboard > Customers > Import / Export.
    • c. After verification, the export process for your customer card-on-file data begins, which can take up to two weeks.
    • d. PayPal will send Helcim an encrypted CSV file containing card details like card_id, pan, expiration, postal_code, customer_id and the other fields provided in the CSV file.
    • e. Helcim will decrypt the file using our private key and import the data to your Helcim account.
  • STEP 4: Finish setting up your Helcim account

    When you have completed the most time-consuming steps for transferring the product and customer data to your new Helcim account, it’s time to configure the rest of the operational requirements like shipping fees, payment options, and tax rates as well as setting up your employee access:

Need assistance on migrating your account to Helcim? We can help.

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