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Bulk Migration Risk Questionnaire

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


  • 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?

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