What Brands Need to Know
As subscription models continue to evolve, many DTC brands find themselves reassessing their tech stack. Whether it’s due to scalability issues, operational inefficiencies, or customer experience limitations, brands looking for a proven and flexible subscription solution often land on Recharge.
Recharge is a market leader in subscription management, offering:
- Deep Shopify integration - Reliable, flexible, and works seamlessly with Shopify Checkout (V2).
- Advanced customer controls - Subscription customers can manage their own subscriptions, reducing churn and support requests.
- Scalability - A platform used by some of the biggest DTC brands, supporting everything from small startups to large-scale enterprises.
- Ecosystem and integrations - Works well with key tools such as Klaviyo, Gorgias, and Triple Whale.
For brands considering a migration to Recharge, the process needs to be planned carefully to ensure a seamless transition for both the business and its subscribers.
What We’ve Learned from Migrating Brands to Recharge
As an ecommerce agency, we’ve migrated brands onto Recharge from a range of platforms - including Bold, and Looped - and have helped others transition from legacy setups to Shopify Checkout (V2).
Recharge is a great choice for many brands, but the migration process can vary depending on:
- The complexity of the existing subscription setup - Custom rules, discount handling, and data structures all impact the transition.
- Customer experience during the switch - Subscribers should not be required to manually re-enter details or take action.
- Data accuracy and integrity - Ensuring subscription histories, payment details, and renewal cycles are correctly imported.
A well-executed migration should feel seamless to customers, with minimal disruption to revenue flow.
The Recharge Migration Process
Recharge’s migration process is structured to reduce friction and ensure accuracy. Here’s how we typically manage the transition:
1. Discovery & Audit
Before making the switch, we review:
- Your current subscription setup
- Existing customer and payment data
- Any custom workflows or integrations
This helps identify potential challenges and allows us to map out the migration process.
2. Data Extraction & Preparation
Subscription data must be exported from the current platform in a structured format. This includes:
- Active subscriptions (billing cycles, product details, renewal dates)
- Customer data (addresses, account preferences)
- Payment data (tokenised for security)
Recharge’s team supports this process, ensuring that payment tokens are securely transferred so that subscribers do not need to re-enter billing information.
3. Data Import & Validation
Once data is formatted correctly, it is imported into Recharge. This step requires:
- Testing sample imports to ensure data integrity
- Validating that renewal cycles and pricing structures match existing terms
- Setting up any automation or custom workflows that need to be replicated
4. Customer Communication Strategy
For most migrations, customers do not need to take any action, but clear communication is still essential. We typically recommend:
- A pre-migration email - Informing customers of the transition and any benefits they will experience.
- A post-migration confirmation email - Ensuring customers know their subscription remains active without any disruption.
You might also like: Migrating to Skio from Recharge
Looking at moving in the other direction? We’ve also covered what brands need to know about migrating to Skio from Recharge.
Final Thoughts
A subscription migration isn’t just about moving data - it’s about improving customer experience, reducing churn, and setting up long-term success.
Recharge continues to be one of the most widely adopted and scalable subscription solutions for brands of all sizes. If you’re considering a migration, having the right team to manage the process makes all the difference.
Need help migrating to Recharge? Get in touch, and we’ll ensure a smooth, seamless transition for your business and customers.