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  • ProPay Conversion Help

    Hello,
    I am wondering if there is a guide as far as steps necessary in order to convert from Transfirst to ProPay?

    Do you know what is necessary on our end in order to migrate recurring gifts from Transfirst to ProPay?

    I think we are somewhat lost and just not sure what we need to do from the customer side to fully set up the ProPay. Do we need to create a ProPay account? Is there one already created for us?

    Thank you for your help!

  • #2
    Good day @[email protected]

    Here is the KB article about Propay migration: https://support.clickandpledge.com/s...opay-migration

    Please review it and let us know if you have any questions.
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
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    • #3
      Thanks for this help CnP.Support.AM That's helpful. Once we switch over, what happens with our existing recurring donations? Is there anything we need to do to successfully transfer them over? I know since they set up the recurring gift though CNP/Transfirst, their information is processed there. So once we switch over to ProPay, will CNP will push the existing recurring gift into the new processor?

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      • #4
        Reupping this incase it was lost. Thanks!

        CnP.LiveSupport.AB CnP.Support CnP.Support.AM CnP.Support.BM CnP.Support.MA CnP.Support.SW

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        • #5
          [email protected] ,

          Regarding "Once we switch over, what happens with our existing recurring donations?"

          I reviewed your account, and your recurring donations will be able to continue, as they will retain their tokens.

          "Is there anything we need to do to successfully transfer them over?"

          No, they should begin appearing on ProPay seamlessly.
          "So once we switch over to ProPay, will CNP will push the existing recurring gift into the new processor?"

          Yes.
          If you have other questions about the migration, review our ProPay Migration article.
          Regards,
          Click & Pledge Support Department

          On Salesforce? Help us by rating our app: <a href="https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003JGBvEAO" title="Click &amp; Pledge Donor Management on AppExchange" target="_Outside">Click &amp; Pledge Donor Management on AppExchange</a>

          Join us @ the educational webinars: <a href="https://clickandpledge.com/webinars/" title="Click &amp; Pledge Webinars" target="_Outside">https://clickandpledge.com/webinars/</a>
          Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: <a href="https://clickandpledge.com/webinars/" title="Click &amp; Pledge Webinars" target="_Outside">https://clickandpledge.com/webinars/</a>
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          • #6
            Hello, I am circling back around on this. We migrated to ProPay successfully! However, our recurring did not. We had two recurring gifts that failed recently due to do not honor. We believe it's because of the migration. 1) Can you confirm if that's the case? 2) Is there a way to recover the tokens and charge there card without having to contact the donor?

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            • #7
              CnP.Support.AM

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              • #8
                For our reference to review, can you confirm that the orders you are referring to are 24040-200911111102850 and 24040-200907102613459?

                Regards,
                Click & Pledge Support Department

                On Salesforce? Help us by rating our app: <a href="https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003JGBvEAO" title="Click &amp; Pledge Donor Management on AppExchange" target="_Outside">Click &amp; Pledge Donor Management on AppExchange</a>

                Join us @ the educational webinars: <a href="https://clickandpledge.com/webinars/" title="Click &amp; Pledge Webinars" target="_Outside">https://clickandpledge.com/webinars/</a>
                Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: <a href="https://clickandpledge.com/webinars/" title="Click &amp; Pledge Webinars" target="_Outside">https://clickandpledge.com/webinars/</a>
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                • #9
                  We are seeing tokens available for 24040-200911111102850 and 24040-200907102613459, as referenced above. Was there a specific reason you thought the "Do not honor" response was inaccurate?
                  Regards,
                  Click & Pledge Support Department

                  On Salesforce? Help us by rating our app: <a href="https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003JGBvEAO" title="Click &amp; Pledge Donor Management on AppExchange" target="_Outside">Click &amp; Pledge Donor Management on AppExchange</a>

                  Join us @ the educational webinars: <a href="https://clickandpledge.com/webinars/" title="Click &amp; Pledge Webinars" target="_Outside">https://clickandpledge.com/webinars/</a>
                  Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: <a href="https://clickandpledge.com/webinars/" title="Click &amp; Pledge Webinars" target="_Outside">https://clickandpledge.com/webinars/</a>
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                  • #10
                    Thanks for your response CnP.LiveSupport.AB . We don't have a specific reason for "do not honor" but thought it was a related reason to the conversion. What does do not honor mean exactly? Also, does CnP retry their card again next month?

                    Thank you,
                    Shawn

                    Comment


                    • #11
                      You need to attempt to run the card again before next month, or the recurring will become out-of-sync.

                      Regarding 'Do not honor' - this is the response we get directly from the patron's card-issuing bank. Each bank sets their own set of responses, so their actual meaning varies. I responded to a similar post: https://forums.clickandpledge.com/fo...-to-cardholder, and it includes a link to help inform what Credit Card Declines might mean.

                      External Reference: Credit Card Decline Messages
                      Regards,
                      Click & Pledge Support Department

                      On Salesforce? Help us by rating our app: <a href="https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003JGBvEAO" title="Click &amp; Pledge Donor Management on AppExchange" target="_Outside">Click &amp; Pledge Donor Management on AppExchange</a>

                      Join us @ the educational webinars: <a href="https://clickandpledge.com/webinars/" title="Click &amp; Pledge Webinars" target="_Outside">https://clickandpledge.com/webinars/</a>
                      Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: <a href="https://clickandpledge.com/webinars/" title="Click &amp; Pledge Webinars" target="_Outside">https://clickandpledge.com/webinars/</a>
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                      • #12
                        Hello Support!

                        Since upgrading and migrating to Propay, We have had many issues. But first and foremost, this upgrade promised support for expired credit cards where users can update their own card info. Many of our members have expired cards that have declined and haven't received any info or links from you all in order to update their cc info. Please help

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                        • #13
                          You may be thinking of EnsureBill. This is a feature of Propay that updates expiration dates on credit cards automatically provided that the issuing card company participates in the service.

                          Changing gateways was never going to provide a way for customers to login and update their credit card information. This would be an aspect of the software, not the gateway.

                          There is more information about the EnsureBill feature in our ProPay Migration article: https://support.clickandpledge.com/s...opay-migration
                          Regards,
                          Click & Pledge Support Department

                          On Salesforce? Help us by rating our app: <a href="https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003JGBvEAO" title="Click &amp; Pledge Donor Management on AppExchange" target="_Outside">Click &amp; Pledge Donor Management on AppExchange</a>

                          Join us @ the educational webinars: <a href="https://clickandpledge.com/webinars/" title="Click &amp; Pledge Webinars" target="_Outside">https://clickandpledge.com/webinars/</a>
                          Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: <a href="https://clickandpledge.com/webinars/" title="Click &amp; Pledge Webinars" target="_Outside">https://clickandpledge.com/webinars/</a>
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                          • #14
                            [email protected] ,

                            I see that you forwarded your response to this post to our support email. EnsureBill is automatically included with ProPay accounts, however, note from the article that "while many banks participate in the national card updater program that EnsureBill uses, there are some banks that do not participate".

                            This will update cards for participating banks, but is not a guarantee.
                            Regards,
                            Click & Pledge Support Department

                            On Salesforce? Help us by rating our app: <a href="https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003JGBvEAO" title="Click &amp; Pledge Donor Management on AppExchange" target="_Outside">Click &amp; Pledge Donor Management on AppExchange</a>

                            Join us @ the educational webinars: <a href="https://clickandpledge.com/webinars/" title="Click &amp; Pledge Webinars" target="_Outside">https://clickandpledge.com/webinars/</a>
                            Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: <a href="https://clickandpledge.com/webinars/" title="Click &amp; Pledge Webinars" target="_Outside">https://clickandpledge.com/webinars/</a>
                            Are you on Salesforce? Join us at the Power of Us Hub: <a href="https://powerofus.force.com/0F980000000CjpC" title="Power of Us Hub" target="_Outside">https://powerofus.force.com/0F980000000CjpC</a>

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                            • #15
                              We migrated over to Propay. Is there a process where we can deduct the $1.50 from each deposit on Salesforce automatically instead of doing it 1 by 1?

                              - Ryan Ly | Fresh Lifelines for Youth Inc (38389)

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