Creative news collection

Subscription Export Process -

Jun 1, 2022

 STAKEHOLDERS

 Internal

  • Product Team and Payments
  • CSM and Support

 External

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

 OVERVIEW

If a customer churns, or wants to migrate their current subscriber to a New Vendor, we have the ability to extract their subscription details which is saved in our database and then give the token over to the New Vendor. This process usually takes approximately 10 weeks.

 RELIABILITY

Migrating active subscriber/subscription data from the system and handing over the existing tokens via our existing Payment Processors to the New Vendor. After the data has been transferred, the Seller is the one responsible for cancellation of subscriptions on the System to avoid any stray refunds, and thus the possibility of customer complaints.

 Scope

  • Handing over active subscriber information to Seller.
  • Coordinating with our current Payment Processor as well as the Seller's new Vendor for the transfer of payment tokens.
  • Migrating only Credit Card tokens; due to compliance and regulations We are unable to migrate PayPal tokens.

 PROCEDURE

Subscription migration is a process that involves five stages:

  1. will provide active subscribers and list of subscribers, based upon the type of payment method and processors.
  2. will provide a signed Letter of Intent (LOI) to the processor, which identifies that the token is exported to the New Vendor. The LOI will differ from Processor to Processor.
  3. will connect the Seller, new Vendor as well as the current Payment Processor for token migration.

2.a. Current Processor will verify the AOC as well as other PCI related data of the New Vendor.

2.b. Following PCI verification process, we will provide New Vendor with appropriate information about the next steps of transition and timeframes. This includes (but is not limited to):

  • A specific protocol for processing for sending and receiving token files. The process could also require sharing PGP keystrokes (Public).
  • Schema of the file that vendors should be expecting and appropriate mapping ( will include the key or attribute to the tokens).
  • The processor has specific steps for encrypting and decrypt the information.
  1. Tokens will be transferred to the new vendor by the Processor currently in place.
  2. Seller is able to deactivate their active subscription on system in order to prevent double billing.

 PREREQUISITES

  • New Vendor's website is PCI certified.
  • If receiving PAN numbers, further security measures as directed by the Processor should be followed.
  • The Store where the subscription needs to be transferred.
  • Date of expected migration and the date of last billing.

 LIABILITY

  1. :
  • Connect new Vendors and Sellers to current Processors.
  • Provide Letter of Intent to every processor.
  • Share details of the active subscribers, separated by Processor.
  • Rebill references can be shared that will serve as an identifier to map the tokens.
  1. Seller:
  • Give New Vendor contact information and provide necessary compliance documents.
  • Set Cancellation/Deactivation date on the subscriptions they wish to migrate off of the System.
  1. The Processor of the Present:
  • Contact New Vendor and confirming compliance with the requirements.
  • Receive Letter of Intent and prepare for releasing tokens to New Vendor.
  • Coordinate with New Vendor for data transfer and provide schema for New Vendor. New Vendor.
  1. New Vendor:
  • Connect to the current processor.
  • Complete all compliance documentation in accordance with the request of the current Processor.
  • Get schema information from Processor as well as a rebill reference (Identifier) From .
  • Distribute sample data from every Processor in order to make sure that the data is properly mapped.

 RISKS

  • Data security: Both the new Vendor and Seller are responsible for all security of data once it has left the their system. Seller should ensure that end customer's data is dealt with in a secure manner.
  • Rebills Seller should ensure that subscriptions are deactivated before they are charged again through the New Vendor, to avoid duplicate re-billing.