Migrate Payment Gateways

When you change your setup from using one payment gateway to using another, we recommend the process below.

For steps to migrate to PayPal Checkout, see Migrate to PayPal Checkout.

Migrate in WHMCS 8.6 and Later

To migrate from one payment gateway to another:

  1. Go to Configuration () > Apps & Integrations.
  2. Click on the new payment gateway.
  3. Click Activate. The system will redirect you to Configuration () > System Settings > Payment Gateways.
  4. Configure the new payment gateway.
  5. Click Deactivate to deactivate the old module. The system will prompt you to choose the payment gateway that you wish to reassign all existing services and invoices to.
  6. Select the new payment gateway.
  7. If you are moving to a tokenization gateway and you store card details or tokens for any clients, you may wish to delete them by clicking Credit Card Information in the clients’ profiles’ Summary tab.
  8. Perform the Additional Steps below for your migration type.

Migrate in WHMCS 8.5 and earlier

To migrate from one payment gateway to another:

  1. Go to Configuration () > System Settings > Payment Gateways.
  2. Click Activate for the desired payment gateway.
  3. Deactivate the old module by clicking Deactivate. The system will prompt you to choose the payment gateway you wish to reassign all existing services and invoices to.
  4. Select the new payment gateway.
  5. If you are moving to a tokenization gateway and you store card details or tokens for any clients, you may wish to delete them by clicking Credit Card Information in the clients’ profiles’ Summary tab.
  6. Perform the Additional Steps below for your migration type.

Additional Steps

Depending on the type of payment gateway module that you’re migrating to and the type of migration, you or your clients may need to perform additional actions:

Migrating FromMigrating ToAdditional Steps
N/AMerchantIf you are migrating to a merchant gateway for the first time, clients will need to enter their card details at Hello, Name! > My Details in the Client Area. The system will charge the card when the next invoice is due.
MerchantMerchantNo additional steps.
MerchantTokenGenerally, clients must manually pay their next invoice in the Client Area.
Third-PartyThird-PartyNo additional steps.
TokenThird-PartyClients must manually pay their next invoice in the Client Area.
TokenTokenClients must manually pay their next invoice in the Client Area. This will store their card details on your processor’s servers. The system will attempt subsequent payments automatically.
This type of migration requires the client’s intervention because the system requires their CVV number for the first payment.

Last modified: June 5, 2024