Everything you need to know to migrate from another merchant account you were previously using to start processing payments in Infusionsoft.
Table of Contents:
Set your default credit card processor to Infusionsoft Payments
If you have another active merchant account setup in Infusionsoft, you will see an additional setting to Set as default credit card processor. When you are ready to begin processing your credit card payments through Infusionsoft Payments, make sure to select this option in the Infusionsoft Payments section of the Payment types page.
Set your default account for manual payments
If you process payments manually, meaning you or your team enters payment information manually into Infusionsoft to make payments for your customers, then you'll want to also change that setting to ensure you are processing through Infusionsoft Payments. Navigate to E-commerce > Settings page, then click on the Orders tab (left tabs) and scroll down a bit to the Billing Section. There you'll find the Default Merchant Acct setting where you will select Infusionsoft Payments from the drop-down.
Verify PayPal settings
If you previously accepted PayPal and plan to continue accepting PayPal from your customers on your order forms and in your shopping cart, ensure that the checkbox for PayPal remains checked on the payment types page. If you no longer plan to accept PayPal, un-check the box for PayPal and click the Save button at the bottom of the page.
Transfer existing subscriptions & payment plans
If you have active subscriptions or payment plans that you want to transfer from your existing payment processor to Infusionsoft Payments, simply contact the Infusionsoft Support team and put in a request. Your transfer should be processed within 48 hours if made during the week.