In the event you switch to another provider/processor (we’re sorry to see you go!), you may want to pull your recurring donors’ personal and payment information for a seamless transition. With the proper documentation, we can get all of your information transferred to the new vendor.
Due to the time-consuming nature of the process and the need for close attention to detail and security, there is a one-time fee of $500.00 for recurring donor information extraction.
Here's how to begin the process:
1. Open a support ticket by clicking the I Need Help link in the upper right corner of the help desk.
In the ticket, state your intent and include a request for transfer of your recurring donor information. Please include the name of your new vendor as well as a technical contact from their team that our technical team can coordinate with directly.
We’ll need to confirm that they’re PCI compliant by either:
- Confirming that they're listed on www.visa.com/splisting.
OR
- Having them provide an up-to-date (signed within the past year) PCI Attestation of Compliance (AoC) or Report on Compliance (RoC).
2. Next, our technical team will provide a few dates that they’re able to process the data transfer. We’ll follow up with you to confirm which date works best for you.
3. Once we've verified compliance, Qgiv’s technical contact will coordinate directly with the contact at the new vendor to securely transfer the data on a specified date.
The file we’ll be sending is basically the same format as your current Recurring Payments download, but it will include credit card numbers and expiration dates (in the case of ACH, it will include routing and account numbers, as well).
4. The Customer Experience team will follow up with steps to fully close the account once you have the information you need extracted!