This guide shows you how a card import is done and what you need to do.
If you have saved payment cards at your current payment service provider, a card import has to be done as a part of your transfer to Reepay.
The exchange and handling of card data must only be done by PCI Level 1 certified companies like Reepay. However, some actions are required by you. Please look at the process below:
- You - Ensure that all new cards and all new transactions are processed through Reepay. See this guide.
- You - Send an email to your current payment service provider and ask to move all your saved payment cards to Reepay. Please add email@example.com on cc.
- Reepay - Reepay and your current payment service provider plan and schedule the export/import.
- Reepay - Reepay receives the cards.
- Reepay - Reepay sends a CSV file to you with 2 columns. One column with your old payment service provider card ID and one column with new Reepay card tokens.
At the bottom of this guide, you can see an example of a card import file.
- You - Create a script where you call Add Payment Method API (https://reference.reepay.com/api/#add-payment-method). Here you need to specify the Reepay card token from step 5 and also choose whether this card should be saved on an existing customer using an existing customer handle or create a new customer.
When you call add_payment_method, you will get a card ID in return. For example: ca_fcfac2016614418f969fa5697383e47c. You must store this ID in their own database. The old payment service provider ID must be replaced with this ned Reepay card ID.
- You - When all new Reepay card IDs is stored in your own database, you will have to call Reepay to charge on these card going forward.
- You - You can now report back to your current payment provider so that they can close the agreement definitively. Remember, however, that one should still be able to refund for a while.
Card import file example:
The output file contains all the imported cards
The output file is using semicolon as a delimiter.
It consists of the following columns:
"Id1" is the card identifier from the old PSP
"Id2" is the second card identifier from the old PSP.
This column will be omitted if the old PSP only supplies a
"reepay_temporary_token" is the one-time token referencing
an imported card.