A quick recap on how the migration of tokens to Payments by Virtuous works.
The process is usually split into two steps. The first step is the migration of your donor's payment methods (ie: credit cards and ACH). This article will explain the steps needed to safely and securely migrate your donor's payment methods. The second step is migrating recurring schedules associated with the payment tokens.
Log into your existing payment gateway and submit a request to have your payment methods exported. This process can vary because each vendor has their own unique way of facilitating this request. Here are instructions for Stripe and Authorize.net. Other payment gateways will have a formal process, we just choose to document the popular platforms.
For security reasons, your existing payment gateway will need to encrypt the data. Please instruct your existing payment gateway to use this PGP key for encryption.
Once the file has been encrypted by your existing payment gateway, they will need to securely upload the file to our FTP servers. Please contact your account manager for specific FTP information.
The turn around time to process the encrypted file is typically 5-7 business days. We try our best to get these turned around as quickly as possible. Once the file has been processed, your account manager will contact you so that the schedule migration can begin.
A file will be available which maps the old token ID with the newly created token Ids.