Getting Started with Stripe

Making the switch to a new payment processor may seem like a big step, but we’ve worked to make the onboarding process as simple and straightforward as possible.

Our team will guide you through each step, from creating your Stripe account to processing your first payment. We’ll be here to answer questions, help with setup, and make sure you’re ready before you go live.

Before You Begin

Before starting the onboarding process, take a few minutes to prepare. Having this information ready will help make your transition as smooth as possible.

  • Review Your Current Processing Agreement

    • Review the terms of your current agreement with OpenEdge/Global Payments. Be sure you understand any cancellation requirements, notice periods, or applicable fees.
    • IMPORTANT: Once your tokens are migrated from OpenEdge to Stripe, you will no longer be able to process refunds or credits in eCELLAR for payments originally processed through your previous OpenEdge gateway.

  • Have Your Banking Information Ready

    • Determine which bank account you would like to use for deposits from Stripe.

  • Identify Your Stripe Account Administrator

    • Determine who at your winery will be responsible for completing the Stripe onboarding process. This should be an ownership or senior management user who has access to the Payment Gateway Manager in eCELLAR and is authorized to open and manage the Stripe merchant account.

  • Plan for New Payment Hardware

    • Moving to Stripe requires compatible Stripe payment hardware. Consider how many payment terminals your winery currently uses, as well as all of the locations and workstations where new credit cards may need to be processed.
    • Important: Unlike OpenEdge, Stripe requires access to a Stripe card reader when processing transactions involving a new credit card, including MOTO transactions where the card information is entered manually.
    • Apple Pay, Google Pay, and Samsung Pay will not initially be available through Stripe payment hardware. These capabilities are currently in development and will be deployed in Phase 2.

Step 1: Contact eCELLAR

The first step is simply letting us know you’d like to get started. We’ll answer any initial questions, walk you through the onboarding process, and provide everything you need to begin creating your Stripe merchant account. Our team will also configure your Payment Gateway Manager so you can access the Stripe onboarding portal directly through eCELLAR.

Step 2: Create Your Stripe Account

Stripe will ask you to complete a secure online application through the Payment Gateway Manager in eCELLAR. Be prepared to provide:

  • Business information
  • Federal Tax ID (EIN)
  • Business owner information
  • Banking information for deposits
  • Contact information

Step 3: Stripe Reviews Your Application

After your application is submitted, Stripe will review your information as part of its standard underwriting process. Most applications are approved quickly, although Stripe may request additional information or documentation before approving your account.

Step 4: Request Token Transfer

If you have saved payment methods with OpenEdge, you’ll need to request that your existing payment data be securely migrated to Stripe.

IMPORTANT: Once your tokens are migrated from OpenEdge to Stripe, you will no longer be able to process refunds or credits in eCELLAR for payments originally processed through your previous OpenEdge gateway.

What Can Be Migrated

  • Customer data: Name, email, phone, billing address, description, and metadata
  • Payment methods: Cards, ACH, SEPA, Bacs, Canadian PADs, AU BECS, and NZ BECS

Steps for Connected Accounts to Request a Data Migration in Stripe

1. Log into the Stripe Dashboard.

You must sign into the specific Stripe account that will receive the migrated data. This is critical for data security and authentication.

2. Navigate to the migration request form.

While logged into the correct Stripe account, go to the Stripe Data Migration Request Form.

Important: You must be authenticated in the correct Stripe account when accessing this link. Stripe uses this to verify the request.

3. Complete the intake form with:

  1. Your Stripe account ID
  2. Name of your previous processor, in this case, OpenEdge
  3. Approximate number of customer/payment method records
  4. Payment method types to migrate, such as cards or ACH
  5. Whether recurring billing/subscriptions need to be preserved
  6. A primary technical contact

4. Submit the request.

After submission, Stripe’s Data Migrations team will create a secure, authenticated email thread and assign a migration specialist who will coordinate the remainder of the process, including data transfer, mapping, testing, and import.

Migration Timeline

The migration process typically takes a few weeks, depending on the payment method type. For example, BECS migrations typically take 6 to 8 weeks.

Step 5: Order Your Payment Hardware

You’ll need compatible Stripe card reader hardware before you begin processing payments. Important: Unlike OpenEdge, Stripe requires access to a Stripe card reader when processing transactions involving a new credit card, including MOTO transactions where the card information is entered manually. Because of this change, consider all of the locations and workstations where your team currently processes payments when determining how many readers you’ll need.

Our Support Team can help you determine:

  • Which Stripe card reader best fits your winery
  • How many readers you’ll need
  • How to pair your new hardware with eCELLAR

Step 6: Connect Stripe to eCELLAR

Once your Stripe account has been approved and you’ve received your hardware, you’ll be ready to configure your eCELLAR terminals to process payments through Stripe. We’ll provide instructions and help verify that everything is configured correctly before you begin processing live payments.

Step 7: Test Your Setup

Before going live, we recommend processing a few transactions to make sure everything is working as expected. Testing allows you to:

  • Confirm your payment terminals are connected
  • Verify Card Present transactions are processing successfully
  • Test MOTO and Card Not Present workflows
  • Verify voids, refunds, and credits are working as expected
  • Confirm saved payment methods are accessible
  • Become familiar with the new payment workflows

Our Support Team is happy to assist with testing if needed.

Step 8: Go Live!

Once testing is complete, you’re ready to begin processing payments through Stripe.

From this point forward, you’ll be able to:

  • Process Card Present transactions
  • Process Card Not Present transactions
  • Process MOTO transactions
  • Issue refunds
  • Securely save tokenized credit cards for future transactions

And we’re not stopping there. Future enhancements, including device and online Apple, Google, and Samsung Pay, and Accelerated Checkout, are currently under development for Phase 2.

Need Help?

Our Support Team is here to help throughout the onboarding process. Whether you have questions about onboarding, payment hardware, transaction types, testing, or general setup, we’re only a phone call or email away.

Email: supportteam@ecellar1.com

Phone: (707) 942-9700, Option 1

Helpful Resources

Continue exploring the Stripe Launch Center:

  • Why Stripe?
  • Stripe Rollout Timeline
  • Pricing & Rates
  • Payment Hardware Guide
  • Understanding Credit Card Transaction Types
  • Frequently Asked Questions

Still need help? Contact Us Contact Us