#husani-ach-migration

1 messages · Page 1 of 1 (latest)

whole phoenixBOT
spiral saddle
#

husani-ach-migration

#

I think the way the migration team did the migration was incorrect. They didn't properly set up your PaymentMethods for you. They likely misunderstood what you needed

desert canopy
#

Oh no

spiral saddle
#

You should contact them again and explain that you need them to properly import bank account details as a PaymentMethod and taht they need to make sure their Mandate(s) are created

desert canopy
#

Got it. Unfortunately, this is a bit time sensitive now; on the chance they don't respond in a timely manner, do you know if there's a way I can convert those bank accounts into payment methods and create the mandates myself?

#

Oh, wait... I think I just saw it on the link you provided. Would I first need to retrieve the bank account as a payment method, then update it with an "offline" mandate?

spiral saddle
#

so you don't really "update" it. What you would do is write code that will, for every ba_123, create a SetupIntent and properly confirm it with the right offline mandate_data information

#

and then you can run your code for every ba_123 one by one

desert canopy
#

So, use the same code in the "collect mandate acknowledgement" section on that link you sent, but instead of a PaymentIntent, do that for a SetupIntent?

Sorry if that's painfully obvious, I just want to make sure I don't run into any surprises/issues.

spiral saddle
#

yes

#

Try this in Test mode first to get a feel for it

#

(or ask the Migrations team to re-import, I flagged it to them already so they should be able to help you)

desert canopy
#

Awesome. Thank you so much for the info. The migrations team actually responded already, so hopefully they can get that done for me.