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Mass Update Customer's Payment Gateway


ejmerkel

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I am wanting to switch from one credit card processing gateway to another but I want to make sure all of the existing customers get switched over to the new gateway.

 

If I go ahead and set up the new gateway and then disable the existing gateway, will it ask me what gateway customers using the old gateway should be switched to? I vaguely remember doing this in the past but could find a definitive answer in the docs.

 

If the above does not work, is there another way to easily mass update all of the customer to a new gateway?

 

Best regards,

Eric

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Eric,

 

If I go ahead and set up the new gateway and then disable the existing gateway, will it ask me what gateway customers using the old gateway should be switched to? I vaguely remember doing this in the past but could find a definitive answer in the docs.

yes, you will be asked. :idea:

 

http://docs.whmcs.com/Payment_Gateways#Deactivating_Gateway_Modules

 

Should you no longer wish to use a particular payment gateway clicking the red (Deactivate) link beside the name will gracefully remove the gateway from the system. This will prevent any further payments being made using this gateway and automatically reassign any products/services/invoices assigned to that payment method to another option. Upon clicking the deactivate link, a popup window will appear prompting for the selection of the alternative payment gateway to which any currently assigned items should be changed to.

180px-Deactivate.png

 

If the above does not work, is there another way to easily mass update all of the customer to a new gateway?

you could do it via a SQL update query, but deleting the old gateway by the above method should be sufficient.

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  • 7 years later...

UPDATE tblclients SET defaultgateway = 'Credit Card - Stripe' WHERE defaultgateway = 'securepayau';

Tried this but just created a double-up on the profile. When I deactivated and chose stripe the client's payment method was still assigned to the deactivated module (securepayau)

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