Use Case: Migrate Custom Payment Tokens from Another Platform

You can work with Payrix to migrate tokenized payment methods for your Merchant’s customers from a pre-existing payments processor as part of your migration process. This time-saving step can help you transition quickly from another payment platform to Payrix as a seamless experience for your Merchants and their customers. This tutorial will walk you through the steps to perform the secure, one-time migration of your Merchants' customer payment tokens.

Objective

Migrate your existing customer tokens from another processor to Payrix.

Audience

Referrers

Environment

N/A

Prerequisites

Prerequisites:

You must have a fully boarded Payrix account to perform any of the actions described in the use case guides.
You must have the legal authority within your organization to initiate the transfer.
The entity level(s) for each of your existing tokens (user or merchant).
An encrypted SFTP server to facilitate token file transfers by you or your existing processor.

Warnings

Warnings will provide insight or advice to avoid risk, visibility, and product performance issues during this use case.

Warning: Token migration requires coordination with the existing processor and Payrix operational teams. This process cannot be performed independently.

Tips

Tips will provide suggestions to streamline or better prepare you to apply this use case tutorial.

Tip: You will be notified once the migration has been completed. At that time you can request GET /tokens for the existing processor tokens to determine the new equivalent Payrix Token IDs.

Tip: Request a copy of Payrix’s most current Attestation of Compliance (“AOC”) and/or Report on Compliance (“ROC”) from your relationship manager before beginning the process to streamline the process of legal verification from your existing processor.

Additional Resources

Read Migrate Tokens from Another Processor to Payrix for more details about the migration process.
See the content below for the Payrix PGP Public Encryption Key needed by your existing processor:

Payrix Public PGP Encryption Key

CODE

Migrate Existing Tokens

1. Submit a Token Transfer Request

Submit a formal request to extract and transfer your existing tokens to Payrix.

Example Token Transfer Request Letter & Email

[Your Company Name]
[Your Address]
[City, State, Zip]
[Date]

[Processor Representative Name]
[Processor Company Name]
[Processor Address]
[City, State, Zip]

Subject: Request for Token Transfer to Payrix

Dear [Processor Representative],

I am writing to formally request the transfer of tokenized customer payment methods from our existing processor, [Processor Company Name], to our new processor, Payrix (WorldPay).

Reason for Transfer

Our decision to transition to Payrix is driven by [insert reason(s)]. We believe this change will significantly benefit our overall payment processing experience.

Technical Requirements & Legal Compliance

A Payrix representative will reach out to you to request the extracted token data in JSON file format or discuss another format that can be used for extracted token data, as well as the protocol to securely transfer the data using their public encryption key.

To help streamline the process, the Payrix representative can provide you with the current Payrix PCI Attestation of Compliance to ensure adherence to legal regulations.

Thank you for your attention to this matter. We appreciate your cooperation and look forward to a successful transition.

Sincerely,

[Your Name]
[Your Position]
[Your Contact Info]

2. Map the Token Data

Once your tokens have been successfully submitted from your existing processor to Payrix, Payrix will migrate and map each token to a new Payrix Token ID & Customer ID with associated customer information and related custom field data.

3. Link Tokens to their Associated Merchants

Step 1: Review your newly exported tokens, assigning them to their respective Merchants with the following information:

Token Migration Data	Description
Merchant Name	The name of the Merchant who created and uses the token.
Merchant ID	The Payrix Merchant ID for the associated Merchant.
User Login ID	The Payrix User ID determining whether the account is a Referrer or Merchant
Import Level	Whether the `custom` field data is mapped to the Merchant account or one Merchant user.
Original Processor	The existing processor’s name and information.
File	The existing Token file, attached or linked from a Secure File Transfer Protocol (SFTP) server.

Step 2: Submit a request to your Payrix representative to migrate the newly exported tokens, assigning them to their respective Merchants collected information above.

Example Migration Request Email

Hello,

Please complete a token migration request for this merchant. Token transfer information is below.

Merchant Name: Beverly’s Salon
Merchant ID: t1_mer_abcxxxxxxxxxxxxxxxxx
User Login ID: t1_log_123xxxxxxxxxxxxxxxxx
Import Level: Merchant
Original Processor: GreatPay
File: [One or more SFTP links to tokens associated with this Merchant.]

Result: You have now successfully migrated your Merchants' customer payment tokens. These tokens will now be available for use as saved payment methods for customers, receiving new Payrix-generated IDs for each Token and Customer respectively, and then each is assigned to their associated Merchants.

Next Steps

After successful migration of the existing payment tokens, review the following use case guides for additional information on related topics:

Create a Customer Payment Token: Create tokens for your Merchants' new customers' payment methods to save for future use in transactions using the Create a Customer Payment Token use case.
Process a Token Payment with Create Payments: Process a token payment that includes Level 2 and Level 3 information using the Process a Card Payment with Create Payments page.
Process a Token Payment with Quick Charge: Process a token payment that does not require Level 2 or Level 3 information using the Process a Token Payment with Quick Charge use case.

Conclusion

You have now successfully migrated your existing customer payment tokens for use in future transactions on the Payrix platform.

References

Click the links or items below to access any of the following pages: