1
Spot-check one subscriber in all three places
- Pick one migrated contract. Open it in the Shopify admin, then the OpenSubs admin, then sign into the portal as that subscriber.
Checkpoint: same card, same next charge date, same line prices, in all three.
2
Turn on frequency editing
- Migrated subscriptions keep billing on their own cadence no matter what. But the frequencies a subscriber can switch to come from your selling plans, and you matched those to the old platform’s in The day before.
- Under Migration results, find the frequency editing panel. With your plans already matched, it reads “All migrated products already belong to a selling plan group, so frequency editing works”. Nothing to do.
- See Attach N product(s) instead? Some migrated cadences have no matching plan yet. One click builds a “Migrated subscriptions” plan group that covers them, at a 0% discount, editable later under Selling plans. Attaching also adds a subscription purchase option to those product pages.
Checkpoint: the panel confirms every migrated cadence is covered by a plan.
3
Collect the missing cards
- From the receipt, message the needs card subscribers a portal link; they add a card under their account details.
- When the cards land, run again from a fresh export. Everyone who already moved is skipped automatically.
Checkpoint: the needs-card list is shrinking.
4
Repoint your links
- Update every “manage your subscription” link to your portal: email templates, Klaviyo flows (see Set up email and SMS), and the theme’s account menu (point it at
/a/account). - Using Shopify’s customer accounts? Enable the OpenSubs customer accounts extension there, so subscribers signed into the main account area can jump straight to the subscription portal to manage their subscription.
Checkpoint: old portal links gone from subscriber-facing surfaces.
5
Uninstall the old app, last
- Only after the spot-check. Uninstalling can delete the old app’s contracts (some apps do), which is fine once yours exist. Do it early and you lose the ability to compare or re-export.
Checkpoint: old app gone. The percentage stops here.
6
Watch the first migrated renewal
- The first day a migrated charge date comes due, the hourly billing run picks it up once your store’s clock passes your Daily billing time. The order lands in Shopify. Revenue, at a 0% fee.
- The morning check is the ritual for watching the first wave.
Checkpoint: the first migrated renewal is in your orders list. Done.
The scary part is behind you
The cards never moved, your subscribers never heard a thing, and every renewal now bills through OpenSubs at a 0% fee.Where next
What runs without you
Billing, retries, and messages run on schedule from here.