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Recurring Schedules Migration :: Token Migrations

Contract Add-on per source Payment Processor.

Required Assets and Access

To be able to offer an RSM service the following is required:
<Receiving System> Platform Access:
Full Permission (Frontend and Backend) access to <Receiving System> accounts
Assets: Schedule reports, Token/schedule reports, and Gateway/payment processor reports
Support/Ticketing access
Payment Gateway Access (ex: Stripe)
Admin level Stripe dashboard access
Purpose: Token verification
Support/Ticketing access
Purpose: Export requests
Provider permission to export on behalf of client
Data Transfer Infrastructure
SFTP Service credentials for secure data transfer
Communication
Responsive access to <Receiving System> Customer Service and IT
Slack Channel (preferred for Partner agreements)
For rapid troubleshooting and other real-time communication

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