Overview

The steps described in this article will only be relevant in the context of a Support ticket related to a ‘recurring payments import’. We assume here that the payments data has been successfully imported and one or more mapping files have been sent to you as part of the Support request. Please make sure you review the related payments article.

Once payments data have been imported to Stripe, we set a config key in your database that enables the 'manual recurring payment creation' functionality.

You will now be able to move forward and go through all your recurring gifts (at your own pace) in your preferred order; switching recurring payment "on" in Slate, then deactivating them in your existing payment processor. You could choose to start with any batch that is presently scheduled to charge e.g. 2 weeks in the future (giving you enough time to work through the import), and then move forward in rolling fashion; it all depends on your internal operations.

Detailed steps

1. In your current payment processor account / dashboard (or mapping file), identify all of the active recurring payments.

2. Decide which payments you'd like to migrate to Slate and take note of the customer IDs

3. Cross reference this old ID to the new created “customer ID” ... (from the mapping file .. it should start with cus_ )

4. In your Slate database, navigate to the person record who should have the recurring payment.

   1. Select the Giving tab,

   2. then the Recurring sub-tab.

   3. Then, click the New Recurring Payment link.

5. Enter the appropriate recurring amount, frequency, payment account, and end after total payments count. Select the appropriate Next Payment Date. This is the date that the donor will be charged after creating this recurring payment entry. In the Source field, enter the cross-referenced Stripe customer ID (new) that was previously copied.

   1. The Customer ID field is required to save the new recurring payment

   2. We'll automatically check that the customer ID you entered already exists on your connected Stripe account

      1. once a customer_ID is detected, we will display the available payment method(s) per import

      2. choose the relevant card (or bank account for ACH)

   3. Either Perpetual or End After Total Payments is required in order to save the recurring payment.

   4. Click Save (upon saving, the future schedule of upcoming payments will be visible within the recurring popup).
      
      

6. Click back into the recurring payment that was just created. You should see the upcoming payments, along with a link to add a New Gift.

   1. Click the link and enter the appropriate gift details that should be associated with the payment. You can add multiple gifts, in cases of split gifts.

   2. Click Save and then close the recurring payment details.

   3. We will automatically generate (up to one year) the future gifts -- which you can see by querying the gift table.

   4. The "upcoming gift" section of the Gifts tab has been removed; you can view the gift details associated with the upcoming payments by navigating to the recurring popup.

   5. When a payment is processed, the gift record will be updated with the status category of Received and will display as you'd expect on the Gifts tab.

7. Cancel the existing recurring payment in your old merchant account / payment dashboard, as it is now set up to charge in Slate Payments!

Repeat this process as you work your way through the active recurring payments!