Payment Migration Guide

Payment Migration Process

How to migrate customer payment data from another processor

FlexPoint supports payment migrations from another processor. Follow the steps below to complete the process.

Migration Steps

1. Open a ticket with your previous payment processor.
2. The previous processor will generate a Clear Card file.
3. The previous processor will upload the encrypted file to an SFTP server.
4. FlexPoint will decrypt the file, create new payment tokens, and attach them to your customers.

Kickoff Instructions

To start the process, email [e-mail].

We will provide two critical files needed to complete the migration — a PCI Compliance Letter and an Encryption Key.

Please ensure you provide the PGP Encryption Key and PDF to your current processor.

Please CC [e-mail] in the email as well so we can stay updated on the status.

Email Template

Copy and paste the text below to send in an email (including the bold formatting)

Hello,

We would like to migrate our current customers and their tokens to a new processor. Please provide an encrypted file with the cardholder data and upload to an SFTP server.

• PGP Encryption Key: attached
• PCI AoC: attached as PDF

Please provide as much data as possible, including the following (bold fields are required):

• bank_routing_number: string;
• bank_account_number: string;
• card_number: string;
• card_exp_month: string;
• card_exp_year: string;
• card_holder_name?: string;
• billing_street?: string;
• billing_zip: string;
• billing_country?: string;
• third_party_identifier: string;
• customer_identifier?: string;
• customer_email?: string;
• customer_first_name?: string;
• customer_last_name?: string;