Our team is happy to assist with data migration from your previous merchant provider to Anedot!
If you will be migrating less than 100 commitments from your merchant provider to Anedot, there is a one-time fee of $250.
Migrations typically take a month or more to complete. The timeline depends on your existing provider.
Check out the steps below to successfully migrate recurring donors to Anedot from your merchant provider without disrupting your donors.
Contact Anedot Success
Email [email protected] to notify our team 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. You may download a copy of the CSV Template here. Our team can also provide the Template for you 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/collecting-your-migration-data.
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βOur team will ensure your account is configured successfully prior to the migration, including page setup and custom fields.
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Note: Please review the following guidelines before filling out the CSV Template: Import Template Tips
Disclaimer: 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 double-bill 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.
Note: 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.