The purpose of this guide is to outline the process of migrating data for an existing client from another payment provider to Payrix.
...
Step 1 - Request information from existing payment provider
Contact your current payment provider to notify them that you wish to move to a new payment service and that you will need an extract of your payers and account information to be provided to Payrix. When doing this you should ask them the following questions:
...
| Info |
|---|
Please note - the existing payment provider may charge a fee for performing the data transfer. |
...
Step 2 - Review information supplied by existing payment provider
The example file(s) will need to be examined to ensure it includes all the data you are expecting, and that enough data is provided to make the import feasible. At a minimum, values must be true for the following columns:
...
| Info |
|---|
Please note - If additional information is provided to Payrix by the client separately, which must be matched/merged to complete the import of data, Payrix may choose to charge a fee for the import or choose not to proceed. |
...
Step 3 - Existing payment provider sends the data to Payrix
If it is determined that the import is feasible, and you wish to proceed, then the following instructions will need to be provided to the existing payment provider who is supplying the data to Payrix.
...
Encrypt the data file(s) using PGP, encrypted with Payrix's Public PGP Key which can be downloaded from here
Upload your PGP encrypted file(s) using our online Secure File Transfer web form located here
Advise once completed
When your existing payment provider advises you that the transfer of data is complete, please contact your Payrix representative to advise the same.
...
Step 4 - Payrix confirms receipt of file
Once the existing provider has uploaded the data, Payrix will review the file and;
determine if the file supplied by the existing provider is suitable for import
advise if any extra work is necessary to perform the import
advise a date for the import of data
...
Step 5 - Payrix to advise successful import of data
Payrix will advise the successful import of data. Please review the data to ensure that it is correct and that the "Payer Unique Reference" matches the same values within the software platform being used. You can find and download a list of your stored payer within Payrix after logging into the Payrix Portal and then:
...