Current Payment Processor -> Anedot
Our team is available to assist with migrating data from a previous merchant provider to Anedot.
For migrations involving fewer than 100 commitments, a one-time fee of $250 applies.
Migration timelines typically take one month or longer, depending on the responsiveness and processes of the existing provider.
Anedot is unable to migrate the following:
- Commitments under $10
- Commitments using PayPal, Apple Pay, or Google Pay as the payment method
- Commitments with an expired payment method
Contact Anedot Success
Contact our team at anedot.com/getsupport to let us know that you plan to migrate recurring donors to Anedot.
Contact Your Current Payment Processor
The administrator of your merchant provider account must log in to the merchant provider and give the merchant provider permission to migrate the merchant provider tokens to Anedot. You will need to provide:
The merchant provider will upload the encrypted PAN information and matching Commitment IDs to their sFTP, where Anedot will retrieve it.
Collecting your Migration Data
Please collect the following:
- A public link to your previous donation page.
- A list of any existing Funds you have with your current payment processor.
- Prepare a CSV file for Anedot that includes donor and recurring information using the template below. This information is required to successfully complete a migration. The file must expose each data field collected. Our team can provide a copy of the CSV Template by email. Please add any additional custom fields as new columns at the end (far right side) of the export.*
Once the information has been collected, you may submit the data via anedot.com/forms/collectingyourmigrationdata.
Our team will ensure your account is configured successfully prior to the migration, including page setup and custom fields.
Please review the following guidelines before filling out the CSV Template: Import Template Tips
The existing Column Headers in the CSV Template cannot be altered or changed.
Matching the Data
Once the payment data and recurring information have been provided, Anedot will match the Tokens from the merchant provider with the recurring data provided by your organization.
After our staff has imported and aligned the data, Anedot will inform you when to stop all future recurring transactions in the merchant provider. This is to ensure that we do not doublebill a donor (Merchant Provider + Anedot collectively).
Once your organization has acknowledged that recurring donations have stopped in the merchant provider, Anedot will begin processing commitments for the next withdrawal date.
The commitment records will not be available in the Finance>Commitments tab within the fundraising account until the first withdrawal of an individual commitment record has been completed.