Token-Migration

Migrate Stored Customer and PAN Data to Exact Payments

Exact Payments enables our clients to securely migrate their customer data, including the corresponding primary account numbers (PANs), from an incumbent provider to the Exact Payments Payfac-as-a-Service platform. Exact facilitates a secure and seamless migration for stored payment data between platforms without the need for customers to re-enter their payment information.

Data Migration Steps

Step 1: Integrate with Exact's Payfac-as-a-Service product and have an active account in Production.

Before we can migrate your customer data from the incumbent provider you must have an active production merchant account on our Payfac-as-a-Service platform.

Step 2: Inform Exact that a migration is required.

Inform your primary contact at Exact—typically someone on the Sales or Implementations team—or message the support team at [email protected].

Step 3: Send the incumbent payments provider a request to export the PAN data.

Contact your incumbent payments provider requesting an export of your stored PAN data. Please include the link to our incumbent provider data migration instructions: developer.exactpay.com/incumbent-migration-instructions

Step 4: The incumbent payment provider will provide Exact with the encrypted data file.

Exact will ensure the incumbent provider has the credentials they need and access to our SFTP portal. Exact can work with the incumbent until the file is delivered.

Step 5: Exact completes the import of the PAN file.

Once the payment token migration process is complete, Exact generates a response file as a CSV with nine columns. The example at this link contains a migration file response example. There is one row per payment method submitted (the ninth column is missing as there were no errors during the migration). Please see the FAQ section below for descriptions of all the fields included in the CSV file.

Step 6: Remap customer records using the new values in the Exact Migration Response file.

Using the confirmation file that Exact generates, you will map the new cardholder values to their former values in your back-office database.

Migrate Stored Customer and PAN Data to Exact Payments​

Data Migration Steps​

Step 1: Integrate with Exact's Payfac-as-a-Service product and have an active account in Production.​

Step 2: Inform Exact that a migration is required.​

Step 3: Send the incumbent payments provider a request to export the PAN data.​

Step 4: The incumbent payment provider will provide Exact with the encrypted data file.​

Step 5: Exact completes the import of the PAN file.​

Step 6: Remap customer records using the new values in the Exact Migration Response file.​