Migrate Stripe subscriptions to HubSpot

In this article, learn more about what to expect when migrating your Stripe subscriptions to HubSpot.

When connecting your Stripe account to use as a payment processing option in HubSpot, you may be presented with an option to migrate your existing Stripe subscriptions. By migrating your existing Stripe subscriptions into HubSpot, you can:

• 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.
• Track recurring revenue metrics like monthly recurring revenue (MRR), annual recurring revenue (ARR), and churn, alongside marketing and sales KPIs.

Eligibility

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

Stripe subscriptions with any of the following criteria can't be migrated:

• 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 of the above criteria aren't eligible for migration, but they can continue to be managed in Stripe.

Start migration

If you can't see the option to start migration, fill out this form.

1. In your HubSpot account, navigate to Commerce > Subscriptions.
2. At the top, a banner will appear stating that your Stripe subscriptions can be migrated to HubSpot.

3. Click Start migration to begin the migration process. 
4. After starting the migration, 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 to them or resume billing in Stripe if needed.
   • The process usually completes within one hour, but may be longer for customers with a high number of subscriptions.
   • Don't delete or modify subscriptions during the migration process.
   • To safeguard billing continuity, subscriptions billing within 72 hours of migration are excluded. Migrate these after the 72-hour period.

5. Once the migration is complete, a banner will appear to confirm that your Stripe subscriptions have been migrated to HubSpot. It can take up to 10 minutes before you see all the subscriptions in your HubSpot account.

In HubSpot

For each migrated subscription, HubSpot will create the following:

• Subscription records for each subscription.
• Invoice records for each subscription.
• Contact records for the subscription. If a contact doesn’t exist in HubSpot, a new record will be created and associated with the relevant subscriptions and invoices.

Learn more about managing subscriptions after migration.

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.

After the migration

After migration, manage the subscriptions and their associated billing and invoices. Contact the HubSpot support team if you need help or spot any discrepancies.

View and manage subscriptions

1. In your HubSpot account, navigate to Commerce > Subscriptions.
2. Verify the migrated subscription count matches your expectations.
3. Learn more about managing subscriptions in HubSpot.

Manage billing

Use HubSpot to manage billing and payments, use workflows to automate processes, and reports to monitor renewals.

• Learn more about managing payments.
• Learn more about managing invoices.
• Learn more about creating workflows.
• Learn more about tracking renewals in the commerce analytics suite.

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. 

Fix subscriptions disqualified from migration

Some subscriptions may be disqualified from migration. Review disqualification codes, reasons, and how to resolve them in the table below.