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.
    • Please Note: OpenEdge may charge a one-time fee (in addition to any early termination fees) per Merchant ID (MID) to transfer your credit card information 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.

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.
    • Digital wallets (i.e. Apple Pay, Google Pay, and Samsung Pay) will be available through Stripe payment hardware. Digital wallet availability within your web stores will be available as part of our Phase 2 deployment.

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, including log in credentials
  • Contact information
  • Share your computer screen via Zoom (if eCELLAR Support is assisting)

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 Migration

If you currently have saved payment methods with OpenEdge, those payment tokens will need to be securely migrated from OpenEdge to Stripe so they remain available for future transactions in eCELLAR. The migration process involves both OpenEdge and Stripe, and there are steps that must be completed with each processor. 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.

1. Submit Your Migration Request to OpenEdge

To begin the transfer, complete and submit the OpenEdge Cardholder Data Export Request Form:

OpenEdge Cardholder Data Export Request Form

Once OpenEdge receives your request, their team will prepare and send a DocuSign agreement that includes:

  • Your Merchant ID (MID)
  • The receiving processor, Stripe
  • The applicable data transfer fee

OpenEdge has advised us that the data transfer fee is normally a flat $1,000 per MID, per transfer.

If your winery operates with more than one MID, be sure to confirm the total applicable fees with OpenEdge before proceeding.

2. Complete the OpenEdge Agreement and Payment

Once you receive the DocuSign agreement from OpenEdge, review and sign it as instructed.

After the agreement is signed, OpenEdge will begin two processes:

  • Countersignature of the agreement by the Global Payments Legal Team
  • Processing of the data transfer fee by the Global Payments Accounting Team

Both steps must be completed before the token extraction can proceed.

3. Provide the Token List

Once the agreement and payment have been completed, OpenEdge will request a CSV file containing the tokens that need to be migrated. eCELLAR will assist with providing the required token information for the migration. OpenEdge will then use this list to extract the corresponding payment information and securely prepare it for transfer to Stripe.

4. Request the Data Migration in Stripe

You will also need to initiate the migration from within the specific Stripe account that will receive the payment data. While logged into the correct Stripe account, access the: Stripe Data Migration Request Form. Important: You must be authenticated in the correct Stripe account when accessing the form. Stripe uses this to verify the request.

Complete Stripe's intake form with the requested information, including:

  • Your Stripe account ID
  • OpenEdge as your previous processor
  • Approximate number of customer/payment method records
  • Payment method types being migrated
  • Whether the payment methods are used for recurring billing
  • A primary technical contact

Your Wine Club, Allocation, or subscription configuration does not need to be migrated to Stripe. eCELLAR will continue to manage these processes. Stripe's question regarding recurring billing refers to whether the payment methods being migrated are used for recurring payments.

  1. OpenEdge and Stripe Complete the Secure Transfer

Once all requirements have been completed, OpenEdge will prepare the payment data and securely transfer it for retrieval by Stripe. OpenEdge will notify the receiving processor and copy the requestor when the data transfer has been completed. Stripe's Data Migrations team will then coordinate the remaining steps required to import and validate the migrated payment methods.

How Long Does Token Migration Take?

Because the migration requires coordination between OpenEdge, Global Payments, Stripe, and eCELLAR, we recommend beginning the process well before your planned Stripe go live date. Timing can vary based on approvals, payment of the OpenEdge transfer fee, preparation of the token list, data extraction, secure transfer, and Stripe's import and validation process. Do not cancel your OpenEdge  account until the migration is complete and your transition to Stripe has been coordinated with eCELLAR.

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
  • Digital wallet availability on hardware devices

And we’re not stopping there. Phase 2 enhancements, including digital wallet availability through your web stores (Apple, Google, and Samsung Pay), and modern, redesigned checkout, are currently under development with estimated delivery in Jan 2027.

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

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