Make sure the new processor has been enabled in the eTapestry database and set as the default so that new recurring gift schedules and/or pledges manually created in the database can be linked to the new processor.

As for existing auto processing recurring gift schedules and pledges, the credit card number and expiration date for each will need to be re-entered and saved. This will allow for the new processing company to store those credit card numbers for future auto processing. Please contact your previous merchant account provider to obtain the credit card information, it is not stored in eTapestry.

Important Note: Please contact Support if your organization is changing processing services and would like to discuss performing these changes in mass. It will depend on the current processor you use and the processor you're moving to, not all circumstances can be switched in mass. Support will work with you to go over the options you have for performing mass changes to the transaction processor selected on auto processing transactions.

First, you have to identify which entries are actively auto processing. We recommend querying on all active auto processing schedules so that you capture all of them in an exported list.
  1. Click Queries > Manage Queries
  2. Select a category that you want to store this query in (Ex: Base)
  3. Click New Query under the Tasks menu
  4. Name the query Active Auto-Processing Entries
  5. Set the Starting Query to Base: All Constituents - A
  6. Set the Data Return Type to Journal Entries
  7. Select Match Each Criteria under the Criteria Matching field
  8. Select Journal from the Browse Fields drop down menu
  9. Select Transaction Schedule Auto Process Status from the list of links
  10. Check Active and Pending Stop
  11. Click Save And – Preview
  12. Click the choose columns button and add other fields as necessary. We recommend Account Number, Installment Amount, and Frequency.
  13. Click Export > choose an option to receive the results, such as Excel or PDF

Next, update the auto processing recurring gift schedule/pledge with the new processor by re-entering the card information.

If it is a recurring gift schedule:

  1. Navigate to the account
  2. Select Journal on the header of the account
  3. Locate and open the recurring gift schedule
  4. Locate Gift Type tab on the right hand side of the recurring gift schedule entry
  5. Enter in the full credit card number and expiration date
  6. Select the Transaction Processor to your new processor
  7. Save And - Edit to save the changes

If it is a pledge:

  1. Navigate to the account
  2. Select Journal on the header of the account
  3. Locate and open the Pledge
  4. Find the Pledge Information section on the right hand side
  5. Click Modify Existing Schedule
  6. Enter in the full credit card number and expiration date
  7. Select the Transaction Processor to your new processor
  8. Save And - Edit to save the changes

Finally, make sure your DIY forms and other online forms are using the new processor:

If you have DIY forms:

  1. Click Management on the menu bar
  2. Click DIY Forms
  3. Click Edit next to one of your published forms
  4. Click Settings in the upper left side
  5. Set the Transaction Processor to the new processor
  6. Click Update to close the settings menu
  7. Click Save in the upper right side
  8. Click Go Live to publish the change
  9. Repeat for any additional DIY form that might be live

If you have a Cart (eStore):

  1. Click Management on the menu bar
  2. Click eStore
  3. Click Edit Cart Preferences
  4. Click Step 8: Other Options
  5. Set the Transaction Processor to the new processor
  6. Click Save And Finish

If you have Personal Fundraiser:

  1. Click Management on the menu bar
  2. Click Fundraisers
  3. Click the name of your active personal fundraiser
  4. Click Step 2: Site Options
  5. Set the Transaction Processor to the new processor
  6. Click Save And Finish

If you have a custom built eCommerce page:
Typically custom built eCommerce pages are designed to use whatever the Default processor is.  So as long as you made the new processor the Default when you set it up, you likely will not need to make changes. Some organizations of special pages built to use more than one processor.  If you have one of those, you'll want to submit an Edit Request to ensure eCommerce updates your page.

After all of that is done, you can finally disable the old processor so that it doesn't show in the drop down menu options:

  1. Click Management on the menu bar
  2. Click My Organization
  3. Click eCommerce in the header
  4. Click the grey link that says Enabled under your old processor (it will change to Disabled)