Migrating recurring donations to Fundraise Up

Typically you'll want your online giving in one place. Our free migration service allows you to do just that!

It’s possible to move your recurring gifts from your current provider to the Fundraise Up platform and benefit from our retention technology and features while centralizing accounting and reporting, and reducing costs. You will be assigned a migration specialist to make the process as easy as possible. Also, your donors will never know a migration occurred.

PayPal recurring gifts (subscriptions) cannot be migrated. This is due to the unique way PayPal is built and the legacy methods used by PayPal (it's one of, if not, the first platform for such types on online payments). 

Your customer payment information is your data. You have a right to this data. However, legally, processors must only provide this information to other PCI-compliant vaulted processors. They cannot send you a spreadsheet or email with these details for security reasons.

Generally, payment providers are willing to support migrations to and from other providers. Occasionally this isn't the case and it can be quite difficult to migrate your data to a new service. Additionally, some may charge for this service (e.g. Blackbaud) while most others do this at no cost.

When communicating with your legacy (outbound) provider, you may need to be rather firm in asserting your rights to your data and try multiple customer service representatives if the first isn't helpful. This isn't to say they won't be immediately helpful, but some processors are unfortunately more reluctant than others.

As a final measure, it can sometimes be helpful to involve your legal team or let them know that's the next step should progress not be made.


If your Recurring Gifts are currently in Stripe

 

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You're in luck! This is a very simple and fast process. 

  1. Connect your Stripe account to Fundraise Up (if you haven't already) 
  2. Submit your Migration Request to Fundraise Up
  3. Provide your data (details to follow your request)
  4. We will provide you with a date for when you should cancel/disable your recurring gifts on your legacy donation management platform while suppressing any "your monthly donation has been canceled" emails.
  5. Done!

For other processors/platforms

 

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  1. Connect your Stripe account to Fundraise Up (if you haven't already) 
  2. Submit your Migration Request to Fundraise Up
  3. Send an email to the legacy recurring gift processor (where they are coming from), CC support+migrations@stripe.com, and BCC support+migrations@fundraiseup.com, making the request to transfer data (email template below).
  4. Stripe and your legacy processor will work together over the following days to transfer the data.
  5. Stripe notifies you that the process is complete.
  6. Inform support+migrations@fundraiseup.com that this is now complete and we will schedule the migration
  7. We will provide you with a date for when you should cancel/disable your recurring gifts on the legacy platform while suppressing any "your monthly donation has been canceled" emails.
  8. Done!

Email Template

Send this TO the support of your legacy platform, CC support+migrations@stripe.com, and BCC support+migrations@fundraiseup.com.

Dear [Insert Legacy Company Name Here] Support,

We are making some changes to our financial systems and how we need to process recurring donations. Could you please transfer the payment tokens of our recurring donors along with their name and email address to our STRIPE account as CUSTOMERS? I have CC'd Stripe Support to assist with this as needed.

There is no need to cancel our account, or stop any recurring gifts at this time - simply need to have the customer details in Stripe. If it is necessary to have them only in one system, then it would need to be Stripe.

Please let me know if anything else needed.
Thank you!

Data Needed for Migration

Fundraise Up will need to receive some basic data from you about your monthly donors. This allows us to recreate their donor record in Fundraise Up and match up the donor's payment information in Stripe to the record.  In more complex migrations you may need to provide custom field data or other identifiers of your donors. 

The data will need to formatted so that it can be uploaded to Fundraise Up. Without proper formatting, it may delay the migration. To help you prepare and format your data, we've included a template below. You can copy the template in Google Sheets or if you prefer working in Excel, download it. 

The file must contain the following columns (in any order).

  • First Name - (required)

  • Last Name - (required)

  • Amount - (required) Only numbers, no currency symbols.
  • Frequency - (required) Available options are Weekly, Monthly, Quarterly and Yearly.
  • Donation Date - (required) It is the date when last (known) successful charge was made by existing payment processor. It will be used to calculate the next charge date. Field format is YYYY-MM-DD.
  • Email
  • Currency - In ISO 4217 Format. Examples are USD, EUR.
  • Donation Time - In 24 hours format HH:MM. It can be set to 9:00 or 13:00 if it's unknown.
  • Timezone - The timezone of Donation Date/Time fields. Ideally, this is the donor time zone, but you can also use the timezone of the organization or payment processor. Available options in column "TZ database name" of the following Wikipedia article.
  • FRU Account - Fundraise Up Account ID. Log into your account and look for the 8 digits starting with "A" in the URL.
  • FRU Campaign - Go to the campaign in your account and look in the URL for the campaign ID starting with "FUN"
  • FRU Designation - If you want the recurring donation attributed to a certain designation, please insert designation ID here as found in settings>>designations in your account.
  • Anonymous - It can contain "Yes" in case the recurring should be marked as anonymous.
  • Stripe Customer ID - In case we already know the exact ID of imported Stripe customer.
  • Last 4 - The last 4 digits of credit card.
  • Address Line 1 - Free form Line 1 of address. 5 symbols minimum.
  • Address Line 2
  • City
  • State - Two symbol state code.
  • ZIP Code - The format depends on country code.
  • Country Code - Two symbol country code.
  • Metadata Field Name - If your CRM uses a unique identifier per donor (e.g. donor_id), this could also be used to match them to their payment token. List the field name here. 
  • Metadata Field Value - The value of the field mentioned above.
  • Ignore Record - In case the record is not ready yet, it can be ignored by parser. Just put Yes here.

Once this is completed, you will need to share the Google Sheet or Excel document with support@fundraiseup.com.

Migration Request Form

To initiate a migration, please provide us with some details on the form linked below. If you're migrating from multiple processors, please submit a request for each one.

After a brief review of your request, we'll email you regarding next steps.

Please remember that Fundraise Up cannot complete a migration until your donor payment data has been released by your current payment processor, and received/imported by Stripe.

 

Some payment processors, for one reason or another, have unfortunately decided to charge a fee for this otherwise simple, routine operation that most processors don't charge a penny for. The payment processors we've seen support this bad business practice are:

-Blackbaud Merchant Services

-Classy 

 

Some payment processors outright refuse to release your donor data and refuse to cooperate with any sort of migration. They often point to an internal policy or some other self-imposed limitation that prevents them from helping.  Due to their unwillingness to participate, migrations are not possible from the following processors:

-Network For Good