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

➡️ Please review the related payments article before you begin.

Initial configurations made by Technolutions

Once payments data have been imported to Stripe, we set a configuration key in your database that enables manual recurring payment creation functionality. With this key, you can move forward on all recurring gifts at your own pace and in your preferred order, turning recurring payments on in Slate, then deactivating them in your existing payment processor.

Start with any batch presently scheduled to charge, for example, 2 weeks in the future—this gives you enough time to work through the import. Then, move forward in rolling fashion, depending on your internal operations.

Importing recurring payments to a record

1. In your current payment processor account / dashboard (or mapping file), identify all of the active recurring payments. Decide which payments you'd like to migrate to Slate and take note of the customer IDs.

2. Cross reference this old ID to the newly created customer ID; from the mapping file, it should start with cus_.

3. In Slate, go to the person record who should have the recurring payment.

4. Select the Giving tab.

5. Select Recurring.

6. Select Import Recurring Payment.

7. Configure the following settings:

   • Amount: Enter an amount

   • Frequency: Select a payment frequency from the list

   • Next Payment Date: Select a date

   • Payment Account: Select a payment account from the list.

   • Source: Paste the cross-referenced Stripe customer ID. Slate checks that the customer ID you entered exists in the connected Stripe account (the Slate Payments deposit account). When a customer_ID is detected, payment methods appear for selection in the next field. This field is required to save the new recurring payment.

   • Payment Method: Choose the relevant card or bank account

   • Perpetual: Select if the recurring payment shouldn’t have an end date

   • End After Total Payments: Enter a total payment number if applicable
     

8. Select Save.

9. Select the recurring payment that was just created. You should see the upcoming payments, along with a link to add a New Gift.

10. Select the link.

11. Enter the appropriate gift details associated with the payment. You can add multiple gifts, in the case of split gifts.

12. Select Save.

13. Close the recurring payment details. Slate generates the future gifts up to one year in the future. Find these by querying the gift table. 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. 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.

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

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