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Migrate Donors to Anedot

This guide explains how to migrate recurring donors to Anedot.

Using a CSV file containing your recurring donor commitment information and a secure payment method file from your payment processor, our team can recreate commitments within Anedot. This can help recurring donations continue uninterrupted. 

Please note that the migration process typically takes one to three months. The timeline is also dependent on the responsiveness and procedures of your other payment processor. Once the migration is complete, you’ll be able to cancel the recurring donations with your previous provider.


Migration Fee Policy

There is a one-time fee of $500 for migrating commitments totaling less than $5,000 per month.

  • For example:

    • 100 commitments of $50 each

    • 10 commitments of $500 each

This fee will be debited from your account once the migration is complete. 

Limitations

Anedot is unable to migrate the following:

Getting Started

1. Notify Anedot

  • Visit anedot.com/getsupport and let us know you're planning to migrate your recurring donors.

    • Include the number of commitments you plan to migrate.
    • If available, include the URL of the donation page with your other processor.
    • Our team will follow up to provide more detailed steps for your migration. 

2. Notify Your Previous Payment Processor

  • Let your previous payment processor know that you wish to move your commitments to Anedot.

    • Your payment processor may differ from your previous fundraising platform, as some platforms utilize third parties. Your previous fundraising platform will be able to confirm the processor and provide you with their contact information.

  • Your previous payment processor must contact Anedot directly via help@anedot.com.

    • If needed, Anedot will provide them with our PGP Encryption Key and PCI Attestation Letter

  • Your previous payment processor is required to create an SFTP account to securely upload the payment method file.

 

3. Prepare Your Commitment Data

You'll need to gather the following items for the migration. 

  • A list of all Funds from your previous processor. These could be fund designations or specific programs within your organization that commitments are associated with. 

  • Our team will provide you with a CSV template. Once you have this, you'll fill it out with the current donor commitment information. 

Important:

  • The CSV template is required.

  • Do not change any column headers in the CSV template.

  • Include all data you have available.

  • Add any extra data as new columns at the end of the CSV. 

What to Expect

  • Migrations can take a few months. Following the steps provided will help ensure a quick and smooth transition. 
  • A member of our team will be your designated point of contact to keep you informed throughout the migration process and answer any questions. 

  • When we receive the payment method file and your CSV, our engineers will match the donor payment methods from your previous processor to the records in the CSV to create commitment records in Anedot. This process can typically take a few weeks. 

  • Once the migration is complete, our team will notify you to stop billing donors through your previous processor. We will begin processing the donations on their next scheduled date.

  • You will see the new commitment records in your account under Finance > Commitments.

Switching from PayPal/Google Pay/Apple Pay to Anedot

Anedot is unable to migrate recurring donations that are processed through PayPal, Google Pay, or Apple Pay. These commitments must be canceled and recreated by the donor in Anedot.

PayPal, Google Pay, and Apple Pay Works Seamlessly with Anedot

  • While existing recurring donations through these payment methods cannot be migrated, they are available as a built-in payment method on all Anedot accounts. Donors will have the option to select these when setting up new recurring donations through Anedot.


How to Transition Your PayPal/Google Pay/Apple Pay Donors

  • You’ll need to ask your donors to:
    • Cancel their existing recurring donation
    • Create a new recurring donation using your Anedot Donation Page

Steps for Donors to Cancel PayPal Commitments

    1. Log in to their PayPal account

    2. Click Settings (near the top of the page)

    3. Select Payments

    4. Click Manage pre-approved payments

    5. Select the donation and click Cancel or Cancel automatic billing

    6. Once donors have canceled their PayPal commitment, direct them to your Anedot Donation Page. Donors can select their preferred amount, frequency, and payment method for the new commitment. 

Encourage all donors to create a DonorID through Anedot, so they can manage and update their recurring donations at any time.