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Subscriber Export Process

Jun 2, 2022

 STAKEHOLDERS

 Internal

  • The Product and Payments Team
  • CSM and Support

External

  • Customer/Seller
  • New Vendor
  • Present Payment Processors(Cards only)

A OVERVIEW

In the event that a customer has a churn or decides to switch the subscriber who is active on their previous account onto the New Vendor, we have to move their subscriber information that is stored within our system. Then, we transfer the subscriber's token from this direction to the New Vendor. It usually takes about 10 weeks.

 Reliability and reliability

Migrating active subscriber/subscription data from the system and handing over the existing tokens via our existing Payment Processors to the New Vendor. Once the information is transferred to the new service provider the seller is accountable to deactivate subscriptions in the System to ensure that there are no accidentally refunded funds that could lead consumers to be unhappy.

SCOP

  • Sending active subscriber details for Seller.
  • Collaboration with our existing Payment Processor and Seller's new Vendor to achieve the goal of helping facilitate the transfer of payments tokens.
  • The only transfer is Credit Card tokens; due the strict compliance rules and regulations the company cannot move PayPal tokens.

PROCESS

Subscription migration is a process that consists of five stages:

  1. Active subscribers will be provided as well as subscriber lists, dependent upon the method of processing that is used as well as the payment method.
  2. They'll send a formal Notice of Intent (LOI) to the processor, which will specify how the token will be transferred onto the New Vendor; The LOI will differ for each Processor processor.
  3. The Seller will join the new Vendor along with the payment processor in order to facilitate transfers of tokens.

2.a. 2.a. The current Processor will confirm the AOC along with relevant PCI data related to the New Vendor.

2.b. After the PCI validation process has been successfully completed, after the PCI validation process has been completed and the PCI verification process is completed, we'll supply to the New Vendor with appropriate information regarding the next steps in transition and timeframes. This comprise (but doesn't have to be all-inclusive):

  • Specific transport protocols are utilized by processors which allow the transfer and reception of tokens files. It could also include sharing PGP keys (Public).
  • Schema of documents that vendors should expect and the proper mapping ( will provide the attribute or key for these tokens).
  • Particular steps are performed by the processor to aid in of decoding or decrypting information.
  1. Tokens will be provided by the vendor to be used by the existing Processor.
  2. Seller will deactivate the current subscription on the system, to ensure that there are no double payment.

 REQUIREMENTS

  • New Vendor has been PCI accredited.
  • If you've been issued PAN numbers, you must take additional security measures required by the processor must be taken.
  • The Store where subscriptions can be transferred.
  • The migration will likely fall on the day of when the bill was passed. bill.

The requirements

  1. :
  • Link new Sellers and Vendors to Processors currently in use.
  • The Letter of Intent must be sent out to each processor.
  • Information about Shared details to users who are current. Separated from the processor.
  • Rebill reference numbers are shared and be used as an identification number for tokens that are that are to be mapped.
  1. Seller:
  • Contact anyone who has been added to the Vendor contacts. Provide the conformity certificates required.
  • Set Cancellation/Deactivation date on the subscriptions they wish to migrate off of the System.
  1. The Processor of the Future:
  • Contact with the New Vendor and confirming compliance with the requirements.
  • Accept the letter of intent. Following that, start the process of distributing tokens in support of this New Vendor.
  • Utilize using the New Vendor to transfer data as well as to provide the schema to the New Vendor.
  1. New Vendor:
  • Connect to the processor currently in use.
  • The documentation submitted must be in accordance with the specifications of the Processor currently in use.
  • Find out about schemas by Processor and rebill reference (Identifier) From .
  • Make sure you provide data samples to each processor in order to make sure the data has been properly recorded and then mapped.

 Risques

  • Data security. Both the Vendor as well as the Seller are accountable for secure information when the data is no longer in the systems they are using. The Seller has the responsibility of ensuring that the final customers' information is protected through securing it in a secure manner.
  • Rebills Sellers need to be sure that they have deleted their subscriptions prior to when they are re-billed from the New Vendor, to avoid the possibility of a duplicate bill.

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