Bulk Migration Risk Questionnaire

Below is a list of questions that will help you prepare to initiate a Merchant Bulk Upload (“Migration”).

General

• Total number of Merchants you will be migrating?

• Intended Date of Migration? (Minimum of 60 days in the future)

Merchant Risk Factors

• What is the average age of your portfolio (time the merchants have been with your software company)?

• Have your merchants previously processed payments with a different processor?

Referrer Preparation

• Do you have all the required data to begin? (Visit Merchant Bulk Upload Requirements).

• Is there a defined Terms of Service change acknowledgment capture process ready for Merchants?

• Is your Bulk Upload Data Import file formatted and ready?