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:
1. Export the details of the recurring plans you want to migrate - 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.
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.
3. Format the data - For us to use the data, it needs to be formatted in a particular way. Click here to see the instructions and to get a sample template you can use. Make a copy of this sheet, rename it with the following format: "Organization Name Stripe Migration", and add the relevant data. Please keep the existing 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 exceed one month from the current date). Kindly refrain from auto-filling missing date and time of the last donation.
- Zeros before last 4 credit card digits, ZIP codes or other fields are preserved, as predefined Excel / Google Sheets format may remove them.
- The provided Fundraise Up account ID is accurate, and the chosen campaigns and designations exist within the specified account. For campaigns and designations, it is necessary to specify their respective IDs.
- No duplicate emails or unique identifiers (such as Stripe IDs / Billing Agreement IDs) can be found 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.
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.
5. Scheduling Stop Processing & 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.
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.