Migrating from WePay

Learn how to migrate your data from WePay to Finix.

In this article, we'll guide you through migrating your payment and customer data from WePay and importing it to Finix, ensuring a smooth transition that minimizes disruptions to your customers and business operations.

Migration Overview

To migrate your platform's tokenized payment data to Finix, you'll need to:

1. Integrate with Finix and prepare your account.
2. Prepare your data and verify the information is accurate.
3. Contact Finix and let us know you want to migrate tokens and payment data from WePay.
4. Reach out and notify WePay that you want to migrate your tokens and payment data to Finix.
5. Finix will work with you and WePay to receive the encrypted Primary Account Numbers (PANs) and other payment details. Once received, Finix will work with you to import the tokens and other payment details into your Finix account.
6. When the import process is complete, Finix will follow up with a file that contains the new Finix payment tokens and how they map to WePay's tokens.

Step 1: Integration Overview

See our Developer Quickstart for details on integrating with Finix and setting up your account.

Platforms and marketplaces: See our Platform Quickstart for details on how to get your platform started.

Accepting payment details

Similar to WePay's Tokenization JavaScript Library, Finix has a library available to help you collect payment data without letting the sensitive data touch your servers.

For more details, see Accepting Payment Details.

• See Tokenization Forms for details on how to securely accept payments on the web.
• See Payment Tokenization for details on how to securely accept payments in your mobile app.
• See Raw Card Data if you have a Level 1 PCI-compliant card data environment (CDE).

Establishing how you'll accept payment details with Finix early is helpful in case you need to request payment details from a buyer or seller again.

WePay Field Mappings

To help you build out your payments integration, here's a detailed breakdown of the fields in WePay's API and how they map to Finix's API.

See Finix's API reference for a detailed breakdown of our API.

Payment Methods

The Finix Payment Instrument resource corresponds to two WePay resources:

• WePay's credit_card
• WePay's payment_bank

A Payment Instrument represents your buyer's or seller's payment method. To implement this in your integration, see our guide on Create a Payment Instrument.

Identity Resources

The Finix Identities resource corresponds to WePay's legal_entities resource. This resource represents the personal details of your buyers and sellers. An Identity is required for processing payments with both buyers and sellers.

To implement identity management, refer to our documentation on Create an Identity.

Merchant Resources

The Finix Merchant resource corresponds to WePay's account resource. A Merchant resource is essential for sellers to process payments.

For implementation details, see our guide on Create a Merchant.

Step 2: Prepare Your Data

When migrating from WePay to Finix, you should focus on aggregating and exporting your payment data to send to Finix.

Payment data is the secured payment details of your customers, also called Primary Account Number data (or PAN data for short). PAN data includes secured credit and debit card details, bank account numbers, expiration dates, CVV, security codes, and other payment details saved for your customers on WePay.

To prepare your data for migration, start by reviewing the details of your customers in WePay's dashboard and verify all their information is accurate.

Platforms and Marketplaces

Platforms and marketplaces will also need to export their customer profile data.

Customer profile data includes the details of your sellers, like the name(s), email address(es), physical address, and merchant category code (MCC).

Migrating this data will help ensure there are no issues migrating sellers. If you have any questions about sellers or what information to export, reach out to the Finix Support team or your Finix point of contact.

Step 3: Contact Finix

When you're ready to begin migrating your customer and payment data from WePay, contact your Finix point of contact or the Finix Support Team to notify us.

Once we receive your migration request, Finix will begin making the needed technical preparations.

Step 4: Notify WePay

Reach out to WePay support with your account details and let them know you'd like to migrate all your payment data to Finix. You can also submit an export request using WePay's export form.

Be sure to:

• Explicitly state you're seeking to export payment data with the intention of migrating off of WePay and over to Finix.
• Include your Finix point of contact or Finix support on your request.

Including Finix on the request to keep us in the loop will help give our team permission to start working on the migration with WePay.

Reach out to your Finix point of contact or the Finix support team with any information your original processor provided, and we'll work on developing a solution to prepare for your migration.

Platforms and Marketplaces

Use the Customers page in WePay's Dashboard or the Customer Profile API resource to export the details of your sellers.

• WePay's dashboard
• WePay's account API resource

If you run into any issues migrating your seller data, please reach out to Finix Support Team or your Finix point of contact, and they'll help you migrate customer data into your Finix account.

WePay dashboard

Use the Customers page of the WePay dashboard to export your seller's data.

• For details on how to export your seller data from WePay's dashboard, reach out to WePay support.

WePay Account API Resource

Use the legal_entities resource to export your seller's data from WePay's API.

More details on the legal_entities can be found in WePay's API Reference: Create a legal entity.

Step 5: Finix Imports Data

Once you've submitted the migration request to WePay, Finix will work with WePay to ingest the necessary payment data and create Payment Instruments and Identities from the PAN data for your buyers.

The original processor will need to use a PGP key provided by Finix to encrypt data before transmitting it to Finix. See Finix PGP Key for Finix's PGP key. If requested, Finix's most recent PCI DSS Attestation of Compliance (AoC) is available by request under a signed non-disclosure agreement with Finix.

When Finix receives the PAN data from WePay:

• We'll begin decrypting the sensitive payment data in a PCI-compliant environment.
• Once decrypted, the team will begin working with you to import the sensitive payment data into your Finix account and help you create Payment Instruments and Identity accounts for your buyers.

It can take anywhere from a few days to several weeks for your original processor to transfer your payment data to Finix, so be sure to accommodate this transition time in your migration plan.

Step 6: Verify Migrated Data

When the import is complete, Finix will reach out with a CSV that contains the new Finix payment tokens and how they map to the tokens of the original processor. If there's any reason any data can't be used, we'll outline what's wrong and work with you and the original processor to resolve the issue.

The import process maps the original processor's token IDs to new Finix Payment Instruments, Identities, and custom fields. You can then use the newly created Payment Instruments and other data in your Finix integration to begin processing payments and building your integration.

CSV Output

When the import is complete, Finix will reach out with a CSV that contains the new Finix payment tokens and how they map to the tokens of the original processor. The import process maps the originals processor’s token IDs to new Finix token IDs, identities, and custom fields. You can then use the newly created Payment Instruments and other data in your Finix integration.

CSV Fields

CSV Example

The CSV will look like this:

Example Payment Migration CSV

import_reference_number,finix_instrument_id,finix_identity_id,finix_application_id,successful,external_customer_id,external_token_id,customer_email,instrument_last_four,card_brand,expiration_month,expiration_year,error_msg,is_expired
221014_TESTIMPORTHERE007,PImch9imuQDLamPY1LCRmpsG,IDouBD8vwBFEjV5HvmyWsw2A,APaPLggMvZ6bYCLhbr65MUZ9,True,cus_abc123def456,expiredTokenID,jenny.rosen@example.com,4242,UNKNOWN,1,2020,,true
221014_TESTIMPORTHERE007,PIm1QR8aF2a3NH8cmPgQ5x2o,IDrHeCSZ4ss4f2HjuKFaGqiM,APaPLggMvZ6bYCLhbr65MUZ9,True,cus_abc123def459,card_edf214abc789,johnny.rosen@example.com,4242,UNKNOWN,1,2024,,false
221014_TESTIMPORTHERE007,PIwi2m5TRh26ZVBXA4DLmSZM,IDrHeCSZ4ss4f2HjuKFaGqiM,APaPLggMvZ6bYCLhbr65MUZ9,True,cus_abc123def459,card_123,johnny.rosen@example.com,4242,UNKNOWN,1,2024,,false
221014_TESTIMPORTHERE007,PI85kuV5ySHF4GUDLC9wden7,IDrHeCSZ4ss4f2HjuKFaGqiM,APaPLggMvZ6bYCLhbr65MUZ9,True,cus_abc123def459,card_456,johnny.rosen@example.com,4242,UNKNOWN,1,2024,,false
221014_TESTIMPORTHERE007,PI6mfsXjJfHK9z89NNmoZWS1,IDrHeCSZ4ss4f2HjuKFaGqiM,APaPLggMvZ6bYCLhbr65MUZ9,True,cus_abc123def459,card_edf214abd789,johnny.rosen@example.com,4242,UNKNOWN,1,2024,,false
221014_TESTIMPORTHERE007,PIrmDHqhYuW1gQXSVV3CxB8H,IDrHeCSZ4ss4f2HjuKFaGqiM,APaPLggMvZ6bYCLhbr65MUZ9,True,cus_abc123def459,card_edf214abc789,johnny.rosen@example.com,4242,UNKNOWN,1,2024,,false
221014_TESTIMPORTHERE007,PI4UNNgggfwqZ4eqpHCZHqat,IDrHeCSZ4ss4f2HjuKFaGqiM,APaPLggMvZ6bYCLhbr65MUZ9,True,cus_abc123def459,card_nodatafound,johnny.rosen@example.com,4242,UNKNOWN,1,2024,,false
221014_TESTIMPORTHERE007,,IDouBD8vwBFEjV5HvmyWsw2A,APaPLggMvZ6bYCLhbr65MUZ9,False,cus_abc123def456,badTokenID,jenny.rosen@example.com,,,1,2024,Not a valid card number,false

With the CSV, you can make the necessary changes to get customers started processing payments on Finix.

Finix’s support team is also available to help guide you through the migration process and help make the changes that need to get made to your platform.

Next Steps

Appendix

Buyer Data Mappings

Seller Data Mappings

Credit Card Data Mappings

Bank Account Data Mappings