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Recurring donors are one of the most valuable cohorts that an organization can build. When an organization starts working with Engaging Networks, ensuring your recurring donors move into the platform smoothly is a top priority.

The process requires coordination between an Coordination between the organization’s existing payment gateway, the new payment gateway, and Engaging Networks . All parties should be engaged at the start of the process to ensure a seamless is essential. By ensuring that all parties are involved from the start, clients can facilitate a smooth migration. The basic process below can be followed in order to migrate recurring donors. Engaging Networks provides guidance on migrating donors from every payment provider.

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Migration Process Overview

  1. You will identify recurring donors from your database of record and extract the donation details for their transactions from your existing payment gateway

  2. You will have your existing payment gateway send the tokenized transaction data to your new payment gateway

  3. You will have your new payment gateway provide you with updated tokenized transaction datdata.

  4. You will securely provide that tokenized transaction data to Engaging Networks in a set format that we will supply to you

  5. Engaging Networks will import the transaction data to begin processing in Engaging Networks

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