Crealanta Magazine

Subscriber Export Process -

Jun 1, 2022

 STAKEHOLDERS

 Internal

  • Payments/Product Team
  • CSM and Support

 External

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

 OVERVIEW

If a customer churns, or wants to migrate the active subscriber of their existing one to the New Vendor, we have to export their subscription data that is stored in our system and transfer the token in the direction of the New Vendor. The process typically takes about 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. When the data has been migrated to the new vendor, the Seller is the one responsible for subscription deactivation on the System in order to prevent any accidental refunds, and thus the possibility of customer complaints.

 SCOP

  • Transmitting active subscriber data 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 the compliance requirements and rules the company is unable to transfer PayPal tokens.

 PROCEDURE

Subscription migration is a process that involves five steps:

  1. We will give active subscribers and subscriber lists, based on processing type and payment method.
  2. They will issue an official Letter of Intent (LOI) for the processing company, indicating the export of the token to the New Vendor; The LOI will differ in Processor the Processor.
  3. will connect the Seller, New Vendor, and current payment processor to enable token movement.

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

2.b. Following PCI verification process is completed, we will provide New Vendor with appropriate information about the next steps of migration and timelines, which includes (but isn't limited to):

  • Specific transport protocols for processors for sending and receiving token files. This step might also involve sharing PGP keystrokes (Public).
  • Schema of the document that vendors should be expecting and appropriate mapping ( will provide the key/attribute for the tokens).
  • Specific steps taken by the processor to encode and decrypt the information.
  1. Tokens will be handed over to the New Vendor by the current Processor.
  2. Seller will deactivate the active subscription on system in order to prevent double billing.

 PREREQUISITES

  • New Vendor is PCI certified.
  • In the event of receiving PAN numbers additional security steps as mandated by the Processor should be taken.
  • Store to which the subscription must be transferred.
  • The date for migration is expected to be the day of the date of last billing.

 Responsibilities

  1. :
  • Connect new Vendors and Sellers to current Processors.
  • Send a Letter of Intent to each Processor.
  • Details of Shared Information for active subscribers, separated by Processor.
  • Share the rebill reference, that will serve as an identifier to map the tokens.
  1. Seller:
  • Contact new Vendor contacts and furnish appropriate compliance documentation.
  • 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 requirements.
  • Get the Letter of Intent. Then begin to release tokens for New Vendor.
  • Work the New Vendor for data transfer and also provide the schema for the New Vendor.
  1. New Vendor:
  • Connect with current Processor.
  • Provide all documents of compliance according to the requirements of the current Processor.
  • Get schema information from Processor and rebill reference (Identifier) from .
  • Send sample data to each processor to ensure appropriate data mapping.

 Risks

  • Data security: Both the new Vendor and Seller have the responsibility for security of data once it has left the their system. Seller must ensure that the final customers' information is treated with appropriate security.
  • Rebills Seller should ensure that subscriptions are deactivated before they are charged again from the New Vendor, to avoid duplicate re-billing.