Transferring Recurring Donations from one payment processor to Idonate.....how do I use Spreedly to accomplish this and what are the costs associated with it?
I need to move less than 50 recurring donation records into Idonate. What would be the best way to accomplish this?
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Official comment
Hi Myke,
Thanks for your question! Since iDonate is our customer, they'll handle all of the conversations with us regarding your import from beginning to end. iDonate also has information about their Spreedly account that we need to proceed with the migration, so it's important that they run that dialogue with Spreedly. You shouldn't need to do any heavy lifting yourself - but you will, however, need to follow the process outlined here for contacting your current payment provider about releasing your data:
https://docs.spreedly.com/guides/migrating/one-time/#the-process
I would loop in iDonate on the situation and contact your gateway (CC-ing Spreedly) once you are all on the same page. If there are any problems or questions, have iDonate reach out to us at support@spreedly.com. Thank you very much!
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