Although we are sorry to see anyone go, Payabli understands that sometimes a merchant may choose a different provider or change software vendors, which can result in a change in merchant accounts.

These are the basic steps to transfer tokenized payment methods from Payabli to a new provider. The merchant kicks off the process by making the formal request to Payabli. From there, Payabli and the new payments provider take over the process.

1

Step 1: Merchant makes the request

The merchant must send a formal request directly to migrations@payabli.com. The request must have the following:

  • Written authorization that gives us explicit permission to export and transfer tokenized payment method data to another provider

  • The company’s legal name (and Merchant ID # if available)

  • The name of the payment provider to transfer data to

  • The name and email address of the merchant’s contact at new payment provider

    This request can’t come from the payments provider or the software company. The emailed request must come directly from the name and email address Payabli has as the signer on file for the merchant account. If it comes from any other person or email address, no matter their position in the company, the request will be declined.

2

Step 2: Payabli works with the provider

After Payabli receives the request, we connect with the contact person at the new payment provider and arrange the transfer method of the file.

  • We requests the new provider’s PCI SAQ and SFTP or PGP credentials (if we don’t already have it on file).
  • We export the customer information that Payabli has received from the integration or merchant.

    If you are a customer of Payabli via one of our software partners, Payabli can only export the data that the software partner has sent to us as part of their integration. For instance, if the software partner did not include email addresses or phone numbers in the data they provided, Payabli will be unable to include that information in the exported data.

3

Step 3: Payabl delivers file to the provider

After the transfer method has been confirmed, Payabli starts the export and transfer process.

  • The SLA for this transfer is 5 to 7 business days.
  • Payabli delivers the encrypted to the new payment provider via the secure method agreed upon.

Was this page helpful?

From Authorize.netPublic PGP Key