Migrate Stripe subscriptions to HubSpot

When connecting your Stripe account to use Stripe payment processing, you may be presented with an option to migrate your existing Stripe subscriptions to HubSpot. By migrating your existing Stripe subscriptions into HubSpot, you’ll be able to:

• Sync customer billing with sales, marketing, and support data.
• Give your teams visibility into each subscriber.
• Use HubSpot workflows to automate payment reminders, upsell campaigns, and more.
• Monitor recurring revenue metrics like MRR, ARR, and churn alongside marketing and sales KPIs.

Below, learn more about what to expect when migrating your Stripe subscriptions to HubSpot.

Eligibility

HubSpot is able to migrate simple, flat-rate billing subscriptions that are currently active. Migration services are limited to one Stripe account per HubSpot account.

Stripe subscriptions with any of the following criteria cannot be migrated at this time:

• Line item-level taxes (e.g., taxing individual products, rather than taxing the full subscription).
• Metered or usage-based billing (known as usage-based or consumption billing).
• Subscriptions with complex discounting rules. For example, a multi-year subscription that has different discounts for each year.
• Discounts or promotions on recurring line items.
  • If you'd like to proceed with migration, navigate to the subscription details within your Stripe dashboard and remove any associated discounts.
• Automatic tax calculation.
  • If you'd like to proceed with migration, navigate to the subscription details within your Stripe dashboard and remove any automatic tax calculation settings.
• Trial subscriptions.
• Subscriptions that haven't completed their first billing date.

Subscriptions with any fof the above criteria aren't eligible for migration, but they can continue to be managed in Stripe.

How migration works

Once you have confirmed your eligibility, you can start the migration process.

• Request the service here.
• A HubSpot migration expert will contact you within seven days of your request. During the call, they'll confirm which subscriptions are eligible, address your concerns, and walk you through next steps.
• After confirming your data, HubSpot will read your Stripe subscriptions and create new subscription records in HubSpot. No data is deleted from Stripe and migrated subscriptions are paused, allowing you to refer back to them, or resume billing in Stripe if needed. The process usually completes within one hour, but may be longer for customers with many thousand subscriptions. Please don't delete or modify subscriptions during the migrations process.
• To safeguard billing continuity for your business, subscriptions that are set to bill within 72 hours of the start of the migration will be excluded and will need to be migrated after that 72 hour window has passed.
• Once the migration is complete, the expert will verify that all eligible subscriptions were moved. You can then manage billing, invoicing, and renewals directly in HubSpot.

What happens to your data

In HubSpot

For each migrated subscription, HubSpot will create the following:

• Subscription records: In your HubSpot account, navigate to Commerce > Subscriptions. The migrated subscriptions will appear here.
• Invoices: an invoice record will be created for each subscription.
• Contact records: if a contact doesn’t yet exist in HubSpot, a new record will be created and associated with the relevant subscriptions and invoices.

In Stripe

• The eligible subscriptions you migrate are paused, not deleted.
• If you decide to switch billing back to Stripe, you can resume the subscription from Stripe.

Data hosting and privacy

• If your HubSpot account is hosted in the EU data center, your data remains subject to HubSpot’s Terms of Service.
• By using Stripe payment processing, you agree to Stripe payment processing terms. Note that some data may be routed through Stripe’s EU data center. 

After the migration

When your migration is completed, view your migrated subscriptions:

• In your HubSpot account, navigate to Commerce > Subscriptions. View your subscriptions and click the name of any subscription to view more information about the subscription. Learn more about viewing your subscriptions in HubSpot. 
• Verify the migrated subscription count matches your expectations.
• Manage billing in HubSpot going forward. You can create workflows, track renewals, and unify customer data.
• Contact your migration expert or the HubSpot support team if you need additional help or spot any discrepancies.