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How to Copy Customers from a Stripe Account to an Opus1 Payments Account

This article explains how to copy your existing customer list from a Stripe account to your new Opus1 Payments account, which will be used for payment processing within opus1.io.

Before You Begin

  • Ensure you have login access to both Stripe accounts (legacy and new Opus1 Payments account).
  • You should be logged in with administrator credentials on both accounts: in the legacy Stripe account to authorize the transfer, and in the new Opus1 Payments account to accept the transfer.

Step 1: Create Your Opus1 Payments Account

To enable online payments from a legacy Stripe account associated with opus1.io:

  1. Log in to opus1.io.
  2. Navigate to Business Settings by clicking the gear icon in the left hand menu.
  3. Select the Payments tab.
  4. Click Migrate to Opus1 Payments
  5. Verify your country and currency in the pop up.
  6. Complete the profile by submitting the required items.

This will create your Opus1 Payments account. 

If you are new to opus1.io, to enable online payments:

  1. Log in to opus1.io.
  2. Navigate to Business Settings by clicking the gear icon in the left hand menu.
  3. Select the Payments tab.
  4. Click Enable Electronic Payments.

This will create your Opus1 Payments account.

Step 2: Log in to Your Legacy Stripe Account

  1. Sign in to your legacy Stripe account.

  2. From the Stripe dashboard, ensure you are viewing the legacy account that currently contains your customer data.

Step 3: Open the Customers Page

  1. In the left-hand navigation menu, click Customers.

Step 4: Start the Customer Copy Process

  1. Click the Copy button.
  2. Select Copy all customers to begin copying your entire customer list.

Step 5: Enter the Destination Account ID

  1. In the destination field, enter your new Opus1 Payments account ID. This tells Stripe where the customer data should be copied to.

Step 6: Confirm the Copy

  1. Click Continue to start the process.

  2. The administrator of the legacy Stripe account must authorize the copy, so ensure you are logged in with the correct admin credentials.

Step 7: Authorize the Copy in the Opus1 Payments Account

  1. Switch to your Opus1 Payments Stripe account using the account selector in the upper-left corner.

  2. Navigate to Customers.

  3. You will see a banner prompting you to Authorize and Accept the incoming customer data.

  4. Click Authorize and Accept.

Once approved, the customer data will begin copying. The process may take up to 30 minutes, depending on the number of customers being transferred. 

Step 8: Contact Your Onboarding Specialist

After the copy is complete, contact your opus1.io onboarding specialist. They will assist you with ensuring the customers are mapped appropriately.