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  1. Using 5-10 non-critical Merchant accounts, test the initial migration.

  2. If applicable, make any data formatting corrections.

  3. Receive a notification from Payrix that Auto-Boarding has been enabled for your migrationReview auto-boarding fallout to determine if additional changes need to be made to the file to ensure greater success.

Day of Bulk Upload

Work with Payrix to submit, upload, and auto-board the remainder of your portfolio.

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