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What to Expect After sonarPay Enrollment

Jennifer Trower Updated by Jennifer Trower

Read Time: 2 mins

After you enroll, your merchant account is underwritten and approved, and then your existing stored payment methods are migrated onto sonarPay. That migration happens in four stages. Most of the elapsed time is spent waiting on your previous processor to release your payment tokens, so the single most useful thing you can do today is start that request early.

Prerequisites

You should have already completed sonarPay enrollment using the link provided by your CRM. If you have not enrolled yet, see the sonarPay Self-Enrollment Guide first.

Your Migration Roadmap

Your move to sonarPay follows four stages. You have already completed Stage 1.

Stage 1 — Enroll (complete). You have submitted your business, owner, and banking details, and your account is moving through underwriting. Approval notifications go to your Payments contact during onboarding.

Stage 2 — Request your tokens from your current processor. You request an export of your stored payment methods ("tokens") from your existing processor or gateway. This is the step you should start as soon as possible, because providers can take weeks to release the data. See Requesting Your Tokens From Your Current Processor.

Stage 3 — Token transfer & matching. Your released tokens are securely re-tokenized and matched to the accounts in your Sonar instance. You will receive a summary of what matched and what did not. See The Token Transfer & Matching Process.

Stage 4 — Approve your match & go live. After you review the match results and give written approval, your new payment methods become active, your old tokens are removed, and your previous processor is disabled. See Approving Your Match & Going Live.

How Long This Takes

The biggest variable is Stage 2. Token extraction from a previous processor commonly takes two to four weeks, and some providers process these requests only on a set schedule. Because Stages 3 and 4 cannot begin until your tokens are released, starting Stage 2 immediately is the most effective way to shorten your overall timeline.

What to Gather Now

Having the following ready before you begin Stage 2 will help you avoid delays:

  • The name of your current processor or gateway, and your login credentials for it.
  • Your merchant ID(s). Note that your stored tokens may live under more than one group or company, so confirm whether that applies to you and plan to request all of them.
  • The Account IDs from your previous billing software. During onboarding, you will provide these to your Implementation Project Manager in a separate file. They are what makes accurate token matching possible in Stage 3.

Who to Contact

During onboarding, send migration questions to payments@sonar.software. After onboarding is complete, reach out to Support for ongoing help.

What's Next

Start Stage 2 now: Requesting Your Tokens From Your Current Processor.

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