Merchant switching program guide

The Ultimate Guide for Switching from Stripe 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 Stripe 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 Stripe to Helcim

    The following items can be transferred from Stripe to Helcim.

    Data Can I import? Notes
    Customers (up to 1000) CSV
    Products & Services CSV
    Inventory CSV
    Invoices CSV
    Credit card on file Requires a Stripe 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) Migrating your products

    Export your product list from Stripe

    • a. Navigate to your Product catalog
    • b. Select the products and columns you wish to migrate over then select Export Prices AND Export Products. You’ll need both of these CSV files to properly map your products into Helcim’s data.
    • c. Name the file StripeProductDownload.csv and StripePriceDownload.csv respectively and then save the files to your computer.

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

    (Ensure the required Helcim data field matches the Stripe 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 Stripe 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 (Stripe or Helcim) do not alter the columns.
    Stripe data field Helcim data field Action
    ID N/A Leave as is. Do not copy into Helcim data field
    Name Name Copy the values under this column & paste into Helcim data field
    Type N/A Leave as is. Do not copy into Helcim data field
    Date N/A Leave as is. Do not copy into Helcim data field
    Description Description Copy the values under this column & paste into Helcim data field
    Unit label N/A Leave as is. Do not copy into Helcim data field
    URL N/A Leave as is. Do not copy into Helcim data field
    Tax code N/A Leave as is. Do not copy into Helcim data field
    SKU SKU Copy the values from this column into the Helcim data field. This step is optional for Stripe but required for Helcim. If this metadata is missing in your Stripe CSV, manually enter an SKU in Helcim’s data field for each product you plan to import
    Amount Price 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

    Export your customer data from Stripe

    • a. From your Stripe account, go to Customers Directory.
    • b. Select all the customers you wish to export data then choose Export
    • c. In the modal, choose “All columns” to export all customers information
    • d. This will automatically download a csv file to your computer
    • e. Rename the file StripeCustomerDownload.csv

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

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

    • a. On your dashboard, navigate to your Customers then select Import / Export.
    • b. Select Sample File to download the CSV template 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 Stripe to Helcim as instructed below.

    Notes:

    • Merchants can only import 1,000 customers at a time.
    • If you have more than 500 customers, it’s best to break it down to multiple sheets of 500 items per sheet.
    • If the data field is not present from either sources (Stripe or Helcim) do not alter the columns.
    Stripe data field Helcim data field Action
    Customer ID N/A Leave as is. Do not copy into Helcim data field
    Name CONTACT_NAME Copy the values under this column & paste into Helcim data field
    Email BILLING_EMAIL Copy the values under this column & paste into Helcim data field
    Card Address Line 1 BILLING_STREET1 Copy the values under this column & paste into Helcim data field
    Card Address Line 2 BILLING_STREET2 Copy the values under this column & paste into Helcim data field
    Card Address City BILLING_CITY Copy the values under this column & paste into Helcim data field
    Card Address State BILLING_PROVINCE Copy the values under this column & paste into Helcim data field
    Card Address Zip BILLING_POSTAL_CODE Copy the values under this column & paste into Helcim data field
    All other fields N/A Leave as is. Do not copy into Helcim data field
  • STEP 4: (Optional) Migrating your customers and their credit card-on-file

     Stripe 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 Stripe to Helcim follow the steps below:

    • a. Send a request to your Stripe 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 Stripe representative will connect with 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. Stripe will then 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 5: 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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