Migrate Donors to Anedot

We’re here to help you migrate your recurring donor data to Anedot.

Using a CSV file containing your donor commitments and a secure payment method file from your current merchant provider, our team can recreate these commitments within Anedot to match your existing setup. Once the migration is complete, you’ll be able to cancel the recurring donations with your previous provider.

Please note that the migration process typically takes at least one month, depending on the responsiveness and procedures of your current payment processor.

Migration Instructions

1. Tell Anedot You're Ready

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

  • Please include the number of commitments you plan to migrate.

2. Get Help from Your Current Payment Processor

• Ask your current payment processor to help move your donors' payment info to Anedot.

• They’ll need two things from us:

  • PGP Encryption Key

  • PCI Attestation Letter

• They'll securely upload the payment methods file to an sFTP, and an Anedot engineer will download it safely.

3. Get Your Data Ready

• ✅ Share a link to your donation page.

• ✅ List all active Funds from your current processor.

• ✅ Fill out a CSV spreadsheet (we’ll send you the template). 

4. Send Us Your Data

• Upload your completed CSV at: anedot.com/forms/collectingyourmigrationdata

• We’ll get your account ready, including donation pages and custom fields.

5. Start Recurring Donations

• Once we get the payment info and your CSV:

  • We’ll match donor tokens to their records.

  • We’ll tell you when to stop billing donors through your old processor.

• After you confirm billing has stopped, we’ll start processing new donations on the next scheduled date.

📌 You’ll see recurring donations in Finance > Commitments after the first withdrawal.

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.

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 Donors

To move recurring donations from these payment methods to Anedot, you’ll need to ask your donors to:

1. Cancel their existing recurring donation

2. Create a new recurring donation using your Anedot donation page link

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

Once a donor has canceled their PayPal commitment, direct them to your Anedot donation page to set up a new recurring gift. Donors can select their amount, frequency, and preferred payment method—including PayPal—within the Anedot flow.