The following sections provide additional information only and do not cover the complete set of required data for collecting payments through a given payment processor.
For SEPA Direct Debit migrations, special attention is needed in the area of mandate reference handling. There are two ways to manage the Buckaroo prefix.
Target Object
Target Field
PSP data
Comments
Mandate
cpm__Custom_Reference__c
Prefix + Mandate
If the entire Buckaroo mandate reference, including prefix, is migrated as one value, the value should be added to this field.
Mandate
cpm__Prefix__c
Prefix
If the prefix is not included in migrated mandate references, add the prefix to this field.
Checkout.com migrations
Target Object
Target Field
PSP data
Comments
Payment Profile
ccph__Fingerprint__c
Fingerprint
Specific field for Checkout.com
GoCardless migrations
Target Object
Target Field
PSP data
Comments
Contact
gcf__GoCardless_Customer_Id__c
GoCardless Customer Id
Needed only if you use the Manual Direct Debit component for existing customers
Mandate
cpm__Custom_Reference__c
GoCardless Mandate Id
Example: MD000EHA3S6AT7
Payment Profile
N/A
N/A
If you want to use custom notifications with GoCardless Pro, you need to create payment profiles with a Bank Name to get all the required data into Salesforce.
Mollie migrations
Target Object
Target Field
PSP data
Comments
Contact
moph__Mollie_Customer_Id__c
Mollie Customer Id
Specific field for Mollie
Mandate
cpm__Reference__c
Mollie Mandate id
Example: mdt_4tCvx2TJEz
PayPal migrations
Target Object
Target Field
PSP data
Comments
Mandate
cpm__Custom_Reference__c
Payer
Billing Agreement ID with PayPal, e.g. B-8G591046VR212925B. This overwrites the Mandate Id.
Redsys migrations
Target Object
Target Field
PSP data
Comments
Mandate
cpm__Reference__c
DS_MERCHANT_IDENTIFIER
e.g. 01903f9b923895767228066924f23b5892e88fdb
Saferpay migrations
Target Object
Target Field
PSP data
Comments
Mandate
sford__Is_Alias__c
Credit card reference
Is Alias must be true for migrated recurring credit card transactions to allow further collections
Mandate
cpm__Reference__c
(Card) Alias
The authorization token from Saferpay for a recurring payment (not set up through FinDock).
Access PaySuite (SmartDebit) migrations
Target Object
Target Field
PSP data
Comments
Mandate
cpm__Custom_Reference__c
Payer
Bacs reference with SmartDebit, e.g. UCOSHX7. This overwrites the Mandate Id.
Stripe migrations
Target Object
Target Field
PSP data
Comments
Contact
phstr__Stripe_Customer_Id__c
Stripe Customer Id
Specific field for Stripe, e.g. cus_1234absced
Mandate
cpm__Reference__c
Stripe Customer Id
Specific field for Stripe, e.g. cus_1234absced
Mandate
phstr__Payment_Method_Id__c
Stripe Payment Method Id
Specific field for Stripe, e.g. pm_123sdf3dsf3 or card_123w213sf
Before you start migrating existing Autogiro recurring payments to FinDock, please first assess the types of payment collection in use. Autogiro supports two: automatic recurring collection based on a single payment order to initiate collection, and recurring collection based on recurring payment collection instructions. FinDock only supports the latter.
If you have any automatic collection in use, these orders need to be cancelled as part of the FinDock migration. We recommend proceeding in batches, cancelling a small set of orders, migrating those, and restarting collection through FinDock. Once your process is confirmed to work, you should gradually move remaining automated orders to FinDock, for instance, in batches of increasing size.
When it comes to migrating Autogiro data, in addition to the general migration guidance noted above, special handling of custom mandate Id values may be needed. Payer numbers (mandate Ids) in FinDock must be filled with leading zeros to match the expected 16-digit length. If, for example, the payer’s Bankgiro number is migrated and used for the mandate Id, the value needs to be with leading zeroes.
Also, note that you need to use the BBAN record type and page layout for Payment Profile for Autogiro payer bank details. Start by selecting Sweden from the country picklist. This will show you which fields should be populated for Swedish banks accounts.
