This article walks through changing Payment Gateways. Using the example of changing from Stripe to CardConnect, this is the high-level process:
- Connect to CardConnect in Ordway via the Payment Gateway page.
- Once connected, set CardConnect as the default gateway so new customers are on the CardConnect gateway.
- For existing customers that had saved payments with Stripe, Stripe will send a file to CardConnect to recreate the profiles with payment information in CardConnect.
- These customer profiles are displayed in CardConnect.
- Provide Ordway a file to include customer name/ordway customer ID and the CardConnect payment gateway ID (unique for each customer).
- Ordway then loads this into Ordway to update existing customers from Stripe to the CardConnect gateway. This step also updates the gateway ID for the entries, thus ensuring your customers don't have to re-enter their payment information after the switch.
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