Legacy payment processor to Stripe

1. Initiate the process with Stripe. Submit a data migration request to Stripe to notify them of your intent to migrate payment tokens. Use a special form to submit your request (you must be logged into your Stripe account to access this form). Expect to receive a confirmation email from Stripe, typically within one business day.
2. Request token transfer from legacy processor. Contact your current payment processor to request the transfer of payment tokens to Stripe. Include essential customer information such as name, email address, and unique identifier. You can use this email template, just be sure to replace the placeholders with your specific details.

   To: [Legacy processor support email]
   CC: support-migrations@stripe.com; migrations@fundraiseup.com
   Subject: Request for transfer to Stripe account
   
   Dear [Recipient's name],
   
   We're updating our financial systems, including how we handle recurring transactions. Could you please transfer the payment tokens associated with our recurring transactions to our Stripe account, including the customer's name, email, and any unique identifiers such as user ID.
   
   If it's not possible to transfer only the tokens associated with recurring transactions, please transfer all tokens.
   
   I've included Stripe support in this communication in case they need assistance. My Stripe migration request ID is [insert the migreq_ you received from Stripe].
   
   There is no need to cancel our account or stop any recurring transactions for now. We just need to move the customer data to Stripe. If the data can only be kept in one system, it should be in Stripe.
   
   Thank you for your attention to this request and for your continued support.

Once the payment tokens have been successfully transferred to your Stripe account, the next step is to export the details of the recurring plans you want to migrate. This information can be exported from the platform that manages your recurring plans, which could be your CRM, your payment processor, or perhaps a third-party merchant processor. The data should include name, email, last donation date and time, and any unique identifiers.

Format the data so that it matches the import format required by Fundraise Up. Use our guide and sample template to help you get the formats you need. Please make a copy of the spreadsheet, fill it out, and send a link to us at migrations@fundraiseup.com. Make sure we have editing access to the document.

As you format your data, remember to:

• Pay close attention to the essential information and column-specific notes at the beginning of the document.
• Check that Stripe IDs/Billing Agreement IDs match their related plans.
• Verify that the last donation date is synchronized with the donation frequency to ensure it falls within a reasonable time frame. For example, for a monthly donation, the last donation date should be no more than one month prior to the current date. It's also important to avoid auto-populating missing last donation dates and times.
• Preserve the zeros before the last four digits of credit card numbers, zip codes, and similar fields, as they may be stripped away by the default formatting in Excel/Google Sheets.
• Check that the Fundraise Up account ID is correct and the selected campaigns and designations exist within the specified account. For campaigns and designations it is necessary to specify their respective IDs.
• Avoid duplicating emails or any unique identifiers like Stripe IDs/Billing Agreement IDs in the spreadsheet.

After you submit your information, we perform the following steps to ensure accuracy and completeness.

• Verify that all required fields are completed and formatted correctly.
• Verify that the plans match the corresponding Stripe customers.
• Perform additional checks if necessary.

During this process, we may contact you for more information about your dataset.

After our review and approval, please contact your current processor to set a specific date, time, and time zone to stop processing and begin migrating recurring plans. Then let us know that date so we can schedule the migration. We will also update the record to ensure that the most recent donation is recorded and that supporters aren't charged twice. Finally, we will send the updated data to our billing team.

Once the migration is complete, you will receive a confirmation that includes the total number of plans migrated and how many were billed at the time of creation. To see all the details, go to the Recurring tab on your Fundraise Up Dashboard and select Recurring migration in the Source filter.