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Infographic: Simplify Your Donor Data Migration with iATS Payments: A Step-by-Step Guide

When migrating donor data, it’s crucial to manage the risks involved. Improper handling during the transfer could lead to data loss, duplication, or exposure of sensitive donor information, which could damage trust and disrupt operations. With iATS’ secure, expert-led process, you can help mitigate these risks, ensuring data integrity and protecting your organization and your supporters. 

Migrating donor data from your current payment processor to iATS Payments doesn’t have to be a daunting task. With iATS' expertise guiding you through each stage of the process, you can ensure a secure and seamless transition while improving your donor experience. 

Our new one-page guide outlines the three simple steps to get your data securely migrated: 

 

  • Gather Your Data: Start by collecting all necessary donor information from your current payment processor. This ensures you have everything you need for a smooth transition. 
  • Send It to the iATS Migration Team: Once your data is gathered, iATS' expert migration team will take over. With years of experience, they’ll handle the technical details to ensure a secure and efficient transfer. 
  • Set Up your iATS Instance: After the data is processed and verified, it will be uploaded to your new iATS Payments account, ready to go! iATS' team will ensure the data is accurate, complete, and ready for your organization to use without missing a beat. 

   

With iATS by your side, you’ll benefit from a secure, streamlined process that minimizes risks and improves your overall donor experience. Let the experts handle the migration so you can focus on building stronger connections with your supporters. 

Download our guide today to get started! 

 

iATS Payments by Deluxe is a payment processing solution built and designed exclusively for nonprofits. Over 16,000 nonprofit clients trust us to process their valued donor contributions. If you want to see if Brickwork is the right fit for your organization or if you’re interested in finding a partner to help your nonprofit with Salesforce, contact us today