The weekend of your specified conversion date, you must run the contact and customer conversion utility to convert the historic credit card data in your customer and contact records system to create tokens and to create any necessary payment accounts for stored cards.
When you run the conversion, the system creates a payment account in the Worldpay database for each credit card it finds in a contact or customer record. We strongly recommend that you review the created accounts using the PASS Account Utility to verify that all the created accounts are required prior to your first Worldpay billing cycle. Because the system is converting all saved cards, you might find that you have payment accounts for customer and contacts you no longer do business with, or expired cards that are no longer valid.
You can run the customer and contact conversion more than once if you receive errors during the first run. If a PASS account has been created for a card, it does not get created a second time.
Note: The conversion process does not convert any credit card information that exists within your Hold file entries. To delete this information, delete the file and regenerate it after the conversion.
To run the convert customer and contact data for Worldpay:
Ensure that you have completed the necessary steps listed in Converting to the Vantiv Integrated Payments Solution Overview.
Log in to the character-based system. The conversion utility is run only at the time you are converting from your old credit card system to Worldpay, and exists only in the character-based interface.
From the System > System Files > Custom > Credit Card Setup menu, select ElementContact and Customer Conversion to display the Convert CC to Element screen.
Select one of the following to convert your credit card information:
Begin - Use this hot key to start the conversion process immediately.
Schedule - Use this hot key to schedule your conversion process to run at a later time.
View the report that the system places in your Hold file to verify the results of the conversion.
See Also:
Converting to the Element Payment Services Solution Overview