Creative news

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

In the event that a customer is churning or wants to migrate their active subscriber from to the New Vendor, we have to transfer their subscription information that is stored in our system and hand over the token in the direction of the New Vendor. This process usually takes 10 weeks.

 PURPOSE

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 cancelling subscriptions in the System so as to stop any unintentional refunds, and thus the possibility of customer complaints.

 SCOPE

  • Transferring active subscriber details to Seller.
  • Coordination with our current Payment Processor as well as the Seller's new Vendor for payment token migration.
  • Migrating only Credit Card tokens; due to regulations and compliance the company is unable to transfer PayPal tokens.

 PROCEDURE

The migration of subscriptions involves five steps:

  1. will provide active subscribers and subscription lists, based on the type of payment method and processors.
  2. The Processor will send an official Letter of Intent (LOI) to the processor, which identifies the export of the token to the New Vendor; LOI varies between Processor from Processor to Processor.
  3. will connect the Seller, new Vendor, and current Payment Processor for token migration.

2.a. Current Processor will verify the AOC and any other PCI relevant information for the New Vendor.

2.b. Once PCI verification Processor has been completed We will then provide the New Vendor with appropriate information on next steps in migration and timelines, which include (but is not limited to):

  • Processor specific transport protocol to send and receive token files. It could also include sharing PGP keys (Public).
  • Schema of the file that the vendor should expect and the proper mapping ( will provide the key/attribute for the tokens).
  • Processor specific steps to encrypt and decrypt information.
  1. Tokens will be given to the new Vendor through the Processor currently in place.
  2. Seller will remove the active subscription so that there are no double charges.

 PREREQUISITES

  • New Vendor is PCI fully PCI.
  • In the event of receiving PAN numbers the additional security procedures as required by the Processor needs to be taken.
  • The Store where the subscription must be migrated.
  • Expected date of migration and the last payment.

 RESPONSIBILITIES

  1. :
  • Connect Sellers and New Vendors with current Processors.
  • Offer a Letter of Intent for every Processor.
  • Details of Shared Information for active subscribers, broken down by Processor.
  • Rebill references can be shared which will act as a identifier for mapping the tokens.
  1. Seller:
  • Give New Vendor contacts , and supply the appropriate documentation to demonstrate compliance.
  • Set Cancellation/Deactivation date on the subscriptions they wish to migrate off of the System.
  1. Current Processor:
  • Connect with New Vendor and confirming compliance to the required requirements.
  • Receive Letter of Intent and begin to release tokens to New Vendor.
  • Work With New Vendor for data transfer and also provide the schema to that New Vendor.
  1. New Vendor:
  • Connect to your current processor.
  • Furnish all compliance documents in accordance with the request of the processor in the process.
  • Information about the schema is received from Processor as well as a rebill reference (Identifier) from .
  • Share sample data received from each Processor with the intention of ensuring that data mapping is correct.

 RISKS

  • Security of data: The new Vendor and Seller have the responsibility for information security after it leaves the system; Seller is responsible for ensuring that customers' information is treated in a secure manner.
  • Rebills: Seller is required to ensure their subscriptions can be cancelled before being charged again from the New Vendor, to avoid double re-bill.