Step 1: Preparing for the switchover to a new Merchant Account

Make sure you have all the information from your merchant provider to enter into the fields on the merchant window. If you cannot complete this section, do not go on to the next section.

1. Set up the information for your new merchant account.
   • Do not activate it yet -and-
   • Set the new merchant to emergency mode
2. Set up NEW credit card payment methods for your NEW merchant accounts
   • You will need to go to the payment code table
   • Create card payment types for VISA, MCARD, AMEX etc that your new merchant provider accepts
   • Associate them with your new merchant provider created in step 1
   • You might also want to rename your old VISA, etc payment methods to 'VISA - old merchant provider' so that you know which is which at a glance

     

3. Complete the End of Day Process for your current Merchant Provider.
4. Immediately turn your existing merchant provider into emergency mode. This will allow:
   • Sales to continue while you complete the switchover
   • Cards entered while in emergency mode are not authorized, but will be moved to the new merchant provider as post dated payments (due today).
   • Those cards can then be authorized in next end of day against the new merchant account.
   • This allows you to maximize sales uptime and minimize web sales outage to minutes.