| Reminder: Express Migration is only available to businesses and firms with large client lists and pre-authorized debit information from another payment platform. If you're interested in learning more, submit a ticket and talk with our team. |
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Warning: Before starting with migration, ensure you have fully prepared your client data for migration. Failure to do so can cause errors and delays in the migration process. |
Step 1: Prepare Client Business & Banking Data
Before you start, ensure that you have all the required client business and banking data prepared in a CSV format using the file provided by Forwardly. We recommend grouping your clients into batches of 50-100 businesses for optimal processing.
- Every column of the template CSV must be filled out for each client, except for Street Address Line 2 (Optional).
- A PDF copy of the client approval for pre-authorized payments, which matches the data in the CSV exactly.
- Ensure you also know the following information:
- Client Name in Accounting Software
Step 2: Upload Your Client Data
Navigate to the Forwardly Express Migration Platform using the secure link our team provides. This will be made available to your designated Point of Contact via email.
- Enter your Forwardly registered account email to log in securely. You will be mailed a one-time access link.
- Additional users can have access granted by Forwardly Support, with the approval of the designated Point of Contact.
- Click Create a new batch to begin a migration batch.
- Select Bank Account at the prompt. Each batch can have only one type of import.
- Add a batch description for your team’s internal reference.
- Upload the CSV file provided by Forwardly and filled with your client information.
- Once uploaded, the Express Migration Platform automatically validates file formatting.
- If validation fails, correct the errors based on the displayed prompts. Once corrections are made, re-upload the corrected file.
| Tip: Validation errors typically include missing mandatory fields or incorrect formatting (e.g., bank account numbers). |
Step 3: Reviewing & Validating Client Data
After your file successfully uploads, the information will be entered into the fields for manual review and approval.
- Carefully confirm each client record. The Express Migration Platform flags any fields requiring manual review.
- Each row must be manually attached to a client record from your accounting system.
- You can further adjust or correct details within the platform before submission.
Step 4: Confirm & Submit Batch
- Once you are satisfied with the data accuracy, click Submit.
- Upon confirmation, the batch is securely processed and validated by Forwardly.
- This process takes 5-10 business days to complete.
Step 5: Monitoring Migration Status
Track the status of submitted batches under “Migration Batches”.
For batches of clients paying by bank, you’ll see status indicators such as:
- Draft: Batch awaiting submission.
- Submitted: The Forwardly compliance team is validating the provided data.
- Processed: The migration is successfully finalized.
- Requires Attention: Issues identified, review needed.
- For batches marked “Requires Attention”, please review the batch to see which clients have experienced an issue with validation. Sensitive banking information will not be visible, but the portal will display which fields have failed. These clients will need to be entered into a new batch and revalidated.
Step 6: Finalization and Next Steps
Upon batch completion, your client data will be available directly within Forwardly’s platform, fully ready for payment processing.
- We recommend logging into your Forwardly account to view and verify the successful migration.
Common questions about express client migration
Can I upload clients who pay by card and bank in the same batch?
No, each batch can include clients paying using only one method.
What should I do if my batch upload consistently fails?
Ensure that your CSV file follows the provided template precisely. If issues persist, contact Forwardly Support for direct assistance.
How long does mass migration take?
Typically, migrations are processed within 5-10 business days. Larger batches or batches requiring extended verification may need additional processing time.
How do I update customer payment details after migration?
If you've successfully migrated your clients and onboarded them to Forwardly and need to update their payment information later, you can cancel the Auto Payment from the Customer page in Forwardly and resend the Auto Payment authorization request at any time. That will prompt the client to update their payment details in Forwardly and re-authorize for the new payment method.
How do I change customer contact details after migration?
If you've successfully migrated your clients and need to change their contact information later on, you will need to contact Forwardly support with their updated contact information and request the change.
If you only need to add additional contact emails for your client, you can do that from within the Customer Details page.