Migrating to ProcessOut

Most of the time, if you operate a SaaS or recurring business, or even an e-commerce that provides one-click checkout, you have tokenized the cards of your customers in your PSP’s credit card vault.

Because ProcessOut is a PCI DSS Level 1 Service Provider, we can store card details for you in the PSP-agnostic ProcessOut Vault. We can therefore make it easy for you to switch over to ProcessOut by syncing with your old Payment Service Provider and importing the card numbers they stored on their side. This allows you to provide uninterrupted service to your customers as you switch over your payments to ProcessOut.

Please note that ProcessOut will only import Card objects from your old PSPs. Re-creating Customer, Plans or Subscriptions objects should be done at your own discretion.


Step 1: Preparing your ProcessOut integration

Before getting your cards exported from your old PSP to ProcessOut, you’ll need to integrate ProcessOut into your application. This can be done by following our integration guides and testing environment.

Learn more about how to tokenize new cards with ProcessOut.js ↗, create Customer Tokens from them and use our Subscription engine ↗.

Once your integration of ProcessOut is validated within your application, you’ll need to start sending all new customers and cards to ProcessOut while keeping legacy customers going through your old PSP. This is a necessary step to ensure that when we initiate the import from your old PSP, we’re sure that no new cards will be created in your old PSP, which would de-synchronize the import and miss cards, leading to lost payments.

Step 2: Introduce your ProcessOut Account Manager to your old PSP

Now that you’ve launched ProcessOut in your application so that all new customers and cards get sent and processed on ProcessOut, you can introduce your ProcessOut Account Manager to your old PSP Account Manager. We’ll synchronize with them to initiate the card export. This is a manual step that can take from a few days to 2 weeks depending on your old PSP.

Typically, your old PSP will send a CSV or JSON file containing all your Customers’ cards in a SFTP server (a secure server used to store files), to which they’ll give us access. These files will also be sent in an encrypted fashion with the public keys we’ll provide to your old PSP so that only authorized/certified parties can access the cards.

Step 3: Cards get imported in ProcessOut and aliased

The exported files from your old PSPs will most of the time contain the old IDs of their associated cards. For example, if your previous PSP had stored an ID of 12345 for the given card, we’ll create a card on our side with the ID card_psp-name_12345 so it’s easy for you to do the migration without requiring a map table.

Wrap-up

With the cards now imported to ProcessOut, you can finalize the migration by removing instances of your old PSP in your application code and switching over all the logic to ProcessOut. From that point on, all new and old transactions and customers will go through ProcessOut.

Making all transactions go through ProcessOut doesn’t necessarily mean you’ll stop processing transactions on your old PSP though! If you choose so, you can configure your ProcessOut routing rules to keep sending transactions (or only a specific portion of them, these can be your very own rules!) to your previous PSP.

We’re glad to have you on board!