Legacy merchant processor to Fundraise Up
Learn how to migrate to Fundraise Up from another merchant processor.
The general workflow and timeline for this type of migration can be illustrated as follows:
This type of migration assumes that the same Stripe account is being used for the recurring plans being migrated, in conjunction with a merchant processor that initiates and authorizes transactions. Since these customers are in the same Stripe account that is connected to your Fundraise Up account, we recommend following the steps below to begin this process:
Step 1: Export recurring plan details
This information can be exported from the platform managing your recurring plans. This can be your CRM or a third-party merchant processor. The data should include the donor's name, email, donation amount, donation frequency, the last donation date and time, and any unique identifiers.
Step 2: Identify and isolate the migration data
Identify which recurring plans you would like to migrate to Fundraise Up; you may want to remove any of the plans you would not like to migrate from the data you exported.
Step 3: Format the data
Next, format the data to match Fundraise Up's required import format. In order for us to use the data, it needs to be formatted for our migration correctly development team. Use our instructions and sample template to get the right formats. Make a copy of this sheet, rename it to "[Organization name] Stripe Migration", and add the relevant data. Please use this formatting and make sure that:
- you thoroughly reviewed the crucial information at the start of the sheet, as well as the specific annotations accompanying each column.
- Stripe IDs/Billing Agreement IDs match their related plans.
- the last donation date is aligned with the donation frequency, ensuring that it falls within a reasonable time frame (e.g., for a monthly donation frequency, the last donation date should not be more than one month earlier than the current date). Kindly refrain from auto-filling missing dates and times of the last donation.
- zeros before last four credit card digits, ZIP codes and other fields are preserved, as predefined Excel/Google Sheets format may remove them.
- the Fundraise Up account ID is correct, and the chosen campaigns and designations exist within that specified account. For campaigns and designations, it is necessary to specify their respective IDs.
- there are no duplicate emails or other unique identifiers (such as Stripe IDs/Billing Agreement IDs) in the sheet.
Share this sheet with the email@example.com email address and ensure that we are granted access as an editor, as we may need to make adjustments to the format, and send us a link to the completed spreadsheet.
Step 4: Data review and validation
We examine the submitted data, ensuring all required fields are accurately completed and formatted. We also confirm that plans correspond to their respective Stripe customers and conduct additional checks as necessary. During this stage, we may reach out to you for further dataset details.
Step 5: Schedule migration dates
Once everything is validated and approved, please contact your legacy merchant processor to schedule a stop processing date, time, and timezone for migrating recurring plans. After confirming the date, share it with us, and we will arrange the migration accordingly. We'll also re-adjust the dataset to guarantee that the last donation is up-to-date and donors won't be double-charged. Lastly, we deliver the data to our Billing team.
Step 6: Migration complete
Once the migration is complete, you'll receive a confirmation with the number of migrated plans and the number of plans charged upon creation. To view the full results, navigate to the Recurring tab in your Fundraise Up Dashboard and select Recurring migration in the Source filter.