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:
how long it will take them to perform the data extract?
are they able to set a date by which it could be provided?
to provide an example file that shows the format of the data file (not real payment details of payers), and what fields/columns and types of data they are able to provide
to provide the number records of data that will be included in the transfer
It is important that these questions are asked, as this can prevent issues such as the existing payment provider providing data that can't be imported due to:
the data not having the minimum information required to import
the data not including any payer reference/id information that would allow the client to identify who the payers are
the data provided has significantly more records than the client expected
the data provided was significantly less than the client was expecting them to provide.
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:
Payer Unique Reference
Last Name / Business Name
Bank account or credit card information
Payrix's data import process supports the importing of the following fields of data:
Payer Unique Reference
Payer Display Reference
Last Name / Business Name
First Name
Address Street
Address Suburb
Address State
Address Postcode
Email
Phone
Mobile
Bank Account BSB
Bank Account Number
Bank Account Name
Credit Card Number
Credit Card Expiry Date
Credit Card Name
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.
To transfer the sensitive payer and account data to Payrix, please do the following:
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:
Select Reports in the Black menu bar
Select Payer Extract Report from drop down menu
Click Load Report
A report will download in excel format
This concludes the process of importing data from another payment provider.