Data Migration

Imports

Note

You must migrate your data into Braintree with no more than two imports: one to import the bulk of your customers, and another to import any new customers created while your processing was switched over. We will not run any periodic imports for backup or failover — you will need to handle this on your side.

We're happy to import your customers and payment methods from any other processor. To start the process, you'll need to request a data export from your current or former processor and ask them to transfer the data to us via a secure connection.

Data transfer processAnchorIcon

This is our preferred data transfer process:

  1. We'll obtain your processor's PGP public key (if we don't already have the key, we will request it from you)
  2. We'll send your old processor an encrypted set of credentials they can use to log into our SFTP server
  3. Your old processor will encrypt your data with our public key, then load the data onto our SFTP server
  4. We'll pull the data down and perform the import

Once the import is complete, we will provide you with a logfile containing the customer IDs and payment method tokens that we created in your Braintree gateway. Each customer will be on its own row, and each card will be on its own row below the corresponding customer.

Important

We require that all files be encrypted using our public key before being transmitted to us.

Data formatAnchorIcon

We prefer the data be sent to us in CSV format, with UTF-8 encoding. Data provided in any other format may cause importing delays.

Mapping the dataAnchorIcon

There are two identifiers that we'll use to map your data to corresponding customers and payment methods in your vault: a customer ID and a payment method token. We can either generate new customer IDs and payment method tokens as part of the importing process, or we can use values provided by you or your former processor.

Note

If you are providing customer IDs and payment method tokens for mapping, it's important to check the existing customers in your Vault to prevent collisions.

Required credit card fieldsAnchorIcon

The minimum fields we need to import credit cards are:

Field

Description

Example

credit_card.number

The credit card number

4111111111111111

credit_card.expiration

The credit card's expiration month and year - month and year can be together in one field (MMYYYY), or in two separate fields (MM,YYYY)

012021 (one field)
01,2021 (two fields)

Optional fieldsAnchorIcon

We can import the following fields, though they are not required.

Field

Description

Example

id

An alphanumeric string that represents a customer in your Vault; 36 character maximum; must be unique within your Vault; valid characters are letters, numbers, -, and _

123

first_name

The customer's first name

Jane

last_name

The customer's last name

Doe

company

The customer's company

Jane's Dough

email

The customer's email address

jane@example.com

phone

The customer's phone number; may contain dashes and/or an extension

312-555-1234

fax

The customer's fax number; may contain dashes and/or an extension

312­-555-­9876

website

The customer's website

https://www.janesdough.com

credit_card.token

An alphanumeric string that represents a payment method in your Vault - 36 character max

ab12d4

credit_card.cardholder_name

The cardholder name associated with the credit card

Jane Doe

credit_card.billing_address.first_name

The first name associated with the credit card's billing address

Jane

credit_card.billing_address.last_name

The last name associated with the credit card's billing address

Doe

credit_card.billing_address.company

The company associated with the credit card's billing address

Jane's Dough

credit_card.billing_address.street_address

The credit card's street address

123 Fake St

credit_card.billing_address.extended_address

The credit card's extended address (also known as address 2)

Unit A

credit_card.billing_address.locality

The credit card's locality (city)

Chicago

credit_card.billing_address.region

The credit card's region (state)

IL

credit_card.billing_address.postal_code

The credit card's postal code

60601

credit_card.billing_address.country_name

The credit card's country name

United States of America

credit_card.billing_address.country_code_numeric

The credit card's ISO 3166­-1 numeric country code

840

credit_card.billing_address.country_code_alpha2

The credit card's 2-letter ISO 3166-­1 alpha­-2 country code

US

credit_card.billing_address.country_code_alpha3

The credit card's 3-letter ISO 3166­-1 alpha-­3 country code

USA

credit_card.options.make_default

The credit card's default status - If a customer only has one credit card, this field will be "yes"

yes

custom_fields.api_name

All custom fields associated with the customer in your Braintree Vault

custom value

Custom fieldsAnchorIcon

We can map data to any custom fields you have in your Vault. Please let us know the name of your custom field, which is listed as the API name in the custom fields settings in your Control Panel.

Importing PayPal Billing AgreementsAnchorIcon

We can import PayPal Billing Agreements as a payment method in your Vault. If you'd like us to import your PayPal Billing Agreements, please provide us with a list of the Billing Agreement IDs and the associated customer email addresses.

Important

The PayPal Business Account used to create your billing agreements must match the PayPal Business Account linked to your Braintree gateway.

Importing Apple Pay cardsAnchorIcon

We can import Apple Pay cards as a payment method in your Vault. If you'd like us to import your Apple Pay cards, your previous processor will need to provide a file of Apple Pay cards separately from your regular cards. The fields required to import Apple Pay cards are the same as the required credit card fields: apple_pay_card.number and apple_pay_card.expiration. Any optional fields that can be applied to a credit card payment method, can also be applied to an Apple Pay payment method.

Important

While we can import Apple Pay cards, it's important to note that the final success of any transactions on these cards is ultimately determined by the cardholder's bank or card issuer. If an imported Apple Pay card consistently results in declines, the cardholder may need to re-add the card to your vault.

Importing US ACHAnchorIcon

We can import ACH as a payment method in your Vault. If you'd like us to import your ACH data, you need to provide an import file. The fields required to import ACH are: Bank_Account_Number, Bank_Account_Routing, Account Type, and either [Customer first name, Customer last name] or [Business name] or both. Any billing address optional fields that can be applied to a credit card payment method, can also be applied to an ACH payment method.

Required Fields:AnchorIcon

The minimum fields required to import us bank accounts are:

Note

Depending on what name is provided, the account ownership_type will be determined. If business name is provided, the ownership_type of the account will be business (regardless of if first and last name are provided). If only first and last name are provided, the ownership_type will personal.

Field

Description

Example

id

String value that represents the customer id

1234

us_bank_account.first_name

The first name of account holder

John

us_bank_account.last_name

The last name of account holder

Doe

us_bank_account.business_name

The business name of account

Braintree

us_bank_account.account_number

The account number of the bank account (between 1-17 digits)

123456789

us_bank_account.routing_number

The routing number of the bank account (between 8-9 digits)

12345678

us_bank_account.account_type

The account type: checking or savings

checking

Optional Fields: Billing address optional fields can be imported, same as the credit card fields us_bank_account.billing_address

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