Payment Migration Files

Payment Migration Files

Below is some information to guide you in making a request to your payment processor.  The processor is going to be be different than the Company who you use for your management software.  For example, MindBody uses Stripe and ZenPlanner uses different processors, one being PaySimple.  Talk to your software vendor to determine if you need to make the request to the processor.  The will usually charge a one-time fee for this service which can range in price.  We have seen anything from $300-$750.
Please do NOT send us the file over email.  Talk to your Account Manager for details on how to transmit your file.

File Formats

The format of the files used for import into Stripe should have a minimum of the following fields:
  1. Old system ID
  2. First Name
  3. Last Name
  4. Credit Card
  5. Exp Month
  6. Exp Year
  7. Billing Name
  8. Billing Street
  9. Billing City
  10. Billing State
  11. Billing Type
  12. ccType
  13. ACHName
  14. ACHAccount
  15. ACHRouting
  16. isSavingsAcct
  17. CreditCardNoKey
  18. AchAccountNumKey

Sample Request Email

Below is a sample email you can use to request your member payment information.

To Who it May Concern,

We will be moving to a new payment processor and need to know the process of obtaining our customer payment data.  Please provide us with the process we should follow as well as any costs.  We will require that this file is transmitted to a secure location and is encrypted.

Thanks for your help,
[Your Name]



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