If you have multiple clients with pre-authorized debit information, we offer a white-glove migration service to help you move those payments to Forwardly. If you're interested in learning more, please submit a ticket and we'll find a time to talk more about it. Whether you have 5 clients or 500, we're here to make their experience smooth.
| Reminder: Not every business is eligible for our expedited migration service. We may require a payment history on Forwardly to mass-onboard your client list. |
| Tip: When we migrate your client list, Forwardly sends a one-time notice to let them know that you'll be using them to process payments in the future. |
Once you've received access to our Express Migration Platform, you're ready to begin the process of migrating your existing pre-authorized clients to Forwardly.
Before you begin, make sure to prepare your client information for express migration. Failure to do so can cause errors and delays in the migration process.
Once you've prepared your client data properly, follow the steps here to migrate your client list.