Data Migration

When you switch to BlueSnap, you can bring any existing shopper data, including their credit card details, along with you. There's no need to recollect payment details and recreate shopper records. We work with your current provider to securely migrate your data so you never have to handle it yourself. If you ever decide to leave, we will export your data to another PCI Level 1 provider.

Importing data

Data import process

  1. You request a data export from your current provider to BlueSnap.

  2. You contact your BlueSnap Implementation Specialist about importing data from your current provider.

  3. We work with your current provider to ensure data is kept secure:

    3.1. Your current provider verifies BlueSnap's Attestation of PCI Compliance (AOC), proving BlueSnap's compliance with the highest level of PCI security.

    3.2. Your current provider generates an encrypted CSV file so no clear text data is present.

    3.3. We provide SFTP login details to your current provider.

    3.4. Your current provider securely transfers data to BlueSnap via SFTP.

  4. We import your data into your BlueSnap account.

  5. You receive the data import results from BlueSnap.

  6. You remap your shopper records according to their new IDs in BlueSnap.

BlueSnap Attestation of PCI Compliance

If your current provider needs to verify BlueSnap's AOC, contact your BlueSnap Implementation Specialist. They will supply your current provider with this information.

CSV file requirements

The most efficient way to import your data is to have your current provider generate a CSV file (encrypted using our public key) that complies with our field requirements and format requirements.

Field requirements

We encourage you to provide us with as much information as possible about your shoppers. However, at a minimum, the following fields are required.

RequirementCard DataACH

Unique ID


First name
Last name
Card number 
Expiration month (MM) 
Expiration year (YYYY) 
Bank account number 
Bank routing number 
Account type
  CONSUMER_CHECKING
  CONSUMER_SAVINGS
  CORPORATE_CHECKING
  CORPORATE_SAVINGS
 
Company name
For corporate accounts

Format requirements

  • Each card should have its own row.
  • Each card should be associated with a shopper by the ID (even if the shopper has multiple cards).

BlueSnap public key

Your current provider can use our public key below to encrypt the CSV file.

-----BEGIN PGP PUBLIC KEY BLOCK-----
Version: GnuPG v2.0.22 (GNU/Linux)

mQINBGBSIaUBEAC0R0Ac9vNzw64dvZIrlvrHllGGzGb1MvYh0znbrzfkXDyfgktV
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Zp49ew5gVo6apQq43KPkbvDMdcTftfXjtWi9fzPtz2eMueVCdvol7VohMmc6p3m1
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-----END PGP PUBLIC KEY BLOCK-----

SFTP login credentials

After your current provider has generated the encrypted CSV file, they need to notify us and provide the following information.

  • IP address for the source of the data transfer so we can whitelist this information in our firewall.
  • Contact information for another communication form, such as Skype or phone, through which we can share the SFTP login password.

After these details are received, we provide the SFTP login credentials.

Data import results

After the data is imported into your BlueSnap account, you will receive two files containing the results (no sensitive card data is contained in either file). One file includes the IDs for each shopper that was successfully created in your BlueSnap account, as well as the last four digits for each of their cards. You will need to remap your shopper records using this file.

The second file contains the shopper records that failed to import and failure reasons. You can use this file to investigate the errors and decide if you would like to retry importing these records.

Remapping shopper records

Using the results file from the data import, you need to remap your shopper records according to their new IDs in BlueSnap. For example, your shopper John Doe has an ID of 12 on your side, which corresponds to an ID of 5332 from your previous provider. Now, John Doe has an ID of 9033 in your BlueSnap account. You need to update your database to associate John Doe's record with his new ID of 9033 in BlueSnap.

👍

Working with subscriptions?

Use our Subscription Engine to set up plans and subscriptions.


Exporting data

If you decide to leave, we securely export your data to another PCI Level 1 provider, ensuring that you don't have to handle the sensitive data yourself.

Data export process

  1. You inform your BlueSnap Account Manager or Merchant Support that you want to export your data to your new provider.

  2. We verify your new provider's Attestation of PCI Compliance (AOC), proving their compliance with the highest level of PCI security.

  3. We obtain your new provider's public encryption key.

  4. We generate an encrypted CSV file, using your new provider’s public encryption key so no clear text data is present.

  5. We transfer the encrypted file to your new provider via SFTP.

  6. You work with your new provider on next steps.

Export file format

The export of your shopper records is an ­encrypted CSV file. Each card has its own row and is associated with a shopper by the shopper's ID in your BlueSnap account.

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Subscription data

Exporting existing subscriptions and importing them to your new provider is not supported. You can use the Reporting API or send a Retrieve all Subscriptions request to get a list of all your active subscriptions in BlueSnap. You can then work with your new provider to set up subscriptions using their capabilities.

Updated 2 months ago

Data Migration


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