Sage 100

What are the considerations for switching credit card processors?  It used to be easy, but now there is data in a vault that must be moved.  Do processors have utilities to transfer vault data?  Do credit card readers need replacing if a new processor is brought in?  I am thinking about Paya, Repay, Fortis and Century.  Are there other considerations?  Clients hate the hidden add-ons.

Thoughts?

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Jeff Schwenk
Owner
Bottomline Software, Inc.
Waynesboro VA
(540) 221-4444

Improving bottom lines for over 25 years!
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I had a customer swatch from Paya to Fortis, and they have a utility to migrate the Paya vault to Fortis vault.  Terminals were swapped out, but that was actually the driver of the change because the customer was having to find card readers on eBay because Paya didn't support any current models with Sage 100.

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Phil McIntosh
Friendly Systems, Inc.
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These are the steps I used to go from Repay to Century. Cards had to be reentered although Century has a utility that makes it easier.

Transition Steps:

1. Replace terminals/chip readers
2. Century Portal setup including setup of all users
3. Check that all click to pay customers have a click to pay terms code   
4. Training from century
5. Disable Repay click to pay portal
6. Remove click to pay portal link from invoices
7. Customer to Possibly notify all their customers that portal is changing 
8. Have customer prepare to manually enter credit cards.  Century has a request for payment method utility that can be sent out and used to get cards
9. End of day before install: All pre/auth cc transactions have to be completed and captured – nothing pending on sales orders and invoices (sale transactions are ok )
10. All invoices and cash receipts updated – no open batches
11. All users out of sage
12. Complete backup of sage
13. Turn off enable APS   
14. uninstall APS/Repay  (errors out and does not cleanly uninstall and does not remove all the files and repay will not help)
15. Manually remove files remaining by removing all files with Repay (APS) developer (568) code 
16. Reinitialize (purge) AR_CustomerCreditCard table so all cc data is removed and start with blank slate
17. Work with century and they will do the Install of century - Payment type maintenance setup is part of this 
18. Century after the installation is completed and the corresponding terms codes for invoices that need to be synced are selected, we'll run the bulk upload utility. This makes the documents to be available in the portal for access.
19. Testing By myself, century and then a few key users before allowing everyone back in the system
20. All credit card data will have to be re entered manually again in century or use Century request for payment method utility 
21. More training by century for customer

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Kelley Johnson
Kelley Johnson Consulting
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