Services in this article may not be included in every Funraise plan.
This article covers the process to migrate active recurring subscriptions to Funraise. You can migrate your recurring donation subscriptions to Funraise from another platform in many cases, but not all. Our ability to migrate subscription data is dependent on your previous system and payment processor. The process will require coordination between us, you, and your external platform.
To get started with a recurring subscription migration, contact us at our Service Desk.
You're responsible for your migration While our award-winning support team is available to guide your way, migrations can be a challenging process if not well organized. The state of your data, your team's resources, and your previous system will determine your migration experience.
Funraise does not analyze, structure, or organize your data - this is your data and you know it better than anyone. You are the leader of your migration. |
The process requires two key data sets
Payment method data (the actual credit card information). Your current payment service will securely share this data with our vaulting partner, Spreedly.
Subscription details: Information about the supporter, amounts, frequency, payment date, etc. for each subscription. You will export this data from your previous platform and enter it into a template Google Sheet that we provide.
Step-by-step instructions
Step 1
Organization
Contact us at our Service Desk and let us know you're ready to begin a recurring migration.
Step 2
Organization
Contact your payment service to let them know that you want to start the process of migrating your recurring subscriptions.
For other services, reach out to your previous payment support representative with this message:
Hi
We are moving to a new payments platform and will be migrating our recurring donor payment data to the new gateway that will be processing our payments.
We would like to export all our recurring payment methods to Spreedly, a PCI level 1 payment vault. You can find their AOC and latest scan here: https://spreedly.com/pci
When the export details are ready, please send the encrypted credentials and file names to
Thank You! |
Step 3
Previous payment service
Securely shares payment method data with our vaulting service (Spreedly). Timeframe and cost for this process will vary by your previous payment service.
Step 4
Funraise vaulting partner (Spreedly)
Securely receives payment method data from your previous payment service
Provides tokens representing imported payment methods back to Organization and Funraise. These tokens will be matched with subscription data in step 5.
This step typically requires at least one week
Step 5
Organization
Confirm with previous payment service when subscriptions will stop charging in the previous environment
Prepare the subscription details import file using exported data from your previous system. This is a template Google Sheet, which we'll share with you.
Funraise
Help match tokenized payment methods to subscription data
Adjust start date for subscription processing based on organization input
Finalize subscription data import file for organization approval
Step 6
Organization
Provide final approval for import
Funraise
Import final subscription data
Notes
This process can take a few weeks to a few months. It entirely depends on the quality of your data and the payment platform you're migrating from
Timing is important. You'll need to coordinate the cancellation of your existing subscriptions and the import to ensure no payments are missed or duplicated.
Additional charges may apply if you are migrating subscriptions from multiple sources.
It is possible that there will be some payment methods that will not be successfully imported to the vaulting service. Possible reasons include:
Payment method/subscription was created after the request for export was sent to the previous payment processor
Data provided by the previous payment processor was insufficient to be imported into vaulting service
When a payment method is not successfully imported to the vaulting service, it is not possible to import the subscription to Funraise either.
It is possible that some payment methods are imported with errors, such as invalid expiration dates. While it is still possible to import this subscription, the subscription will fail to charge. It may be preferable to exclude such records from the import process and reach out to those supporters directly to create new subscriptions in Funraise.