Since there are three parties involved — your team, the Prior Processor, and our team — organized communication helps prevent delays.
Stick with the same representative throughout the following stages:
📝 Note their name, extension, email, title, and team — you'll work with them until the migration begins. After that, a different internal team typically takes over.
| Role | Details Needed |
|---|---|
| Owner / Primary Decision-Maker | Name + contact info |
| Day-to-Day Point of Contact | Name, position + contact info |
We actively facilitate the migration — keeping documentation and communication on track so the process moves forward smoothly. Most timing and actions originate from the Prior Processor; our job is to coordinate, clarify, and keep things moving.
The migration follows a three-step process: