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Token Migration Process to Adyen (Partner + Merchant Guide)

This article outlines the complete workflow for migrating existing payment tokens from a previous processor into Adyen. Successful token migration requires close coordination between the software partner, the merchant, the previous provider, and ValPay.

Melissa Good avatar
Written by Melissa Good
Updated this week

Overview

Token migration allows merchants to securely transfer existing recurring payment records to Adyen without requiring customers to re-enter their card information.

This process involves:

  • Initiating the migration request

  • Encrypting and exchanging token files

  • Coordinating with the previous provider

  • Uploading data to Adyen

  • Testing migrated tokens

Follow the steps below to complete a migration successfully.


1. Partner Initiation Steps

Step 1 — Notify ValPay of Migration Request

The software partner must send an email to:

Include the following:

  • Merchant’s DBA (Doing Business As)

  • Merchant contact information

  • Processor currently storing the tokens

  • Expected migration date or timeline

  • Any relevant notes about token volume or format

ValPay will acknowledge the request and begin the migration workflow.


Step 2 — Receive PGP Key From ValPay

ValPay will reply to the partner email with:

  • A PGP public key (valid for six months)

  • Instructions for secure encryption

  • Confirmation of next steps

The partner must forward this PGP key to the merchant, along with the instructions in Section 2 below.


2. Merchant Instructions for the Previous Provider

Once the partner receives the PGP key, the merchant must contact their previous processor to request token extraction.

Step 3 — Merchant Contacts Previous Provider

The merchant must email their previous payment provider and include:

  • Their request for token migration to Adyen

  • The PGP key provided by ValPay

  • The ValPay migration email: [email protected]

  • Expected timeline for migration

The previous provider will use this information to prepare the encrypted migration file.


3. File Requirements (Previous Provider Responsibilities)

The previous provider will extract and prepare the recurring contract dataset.

Step 4 — Prepare the Migration File

The previous provider must:

Data Compilation

Gather all necessary recurring payment records, including:

  • Customer identifiers

  • Existing processor token identifiers

  • Masked PANs

  • Expiry dates

  • Card BIN and summary values

  • Associated metadata

Data Format Requirements

The file must be formatted as a CSV following RFC 4180 standards:

  • The first row contains field names

  • Subsequent rows contain recurring contract data

Required CSV Fields

Field

Description

recurringReference

Unique recurring contract ID

shopperReference

Unique customer identifier

shopperEmail

Customer’s email

cardBin

First 6 digits of card

cardSummary

Last 4 digits of card

expiryDate

MM/YYYY

contractType

e.g. RECURRING, ONECLICK

currency

ISO currency code

creationDate

Date the recurring contract was created

name

Cardholder name

variant

Card type (e.g., visa, mc)

additionalData

Optional metadata


4. Secure Encryption & File Transfer

Step 5 — Encrypt the CSV File

The previous provider must encrypt the CSV file using the PGP key provided by ValPay.

This ensures:

  • PCI DSS compliance

  • Secure transmission of card-related data

  • Protection of token identifiers

Step 6 — Upload File to Secure FTP

The previous provider will:

  • Upload the encrypted CSV file to a secure FTP location

  • Provide ValPay with:

    • FTP URL or host

    • Username and/or password

    • Any special connection instructions

ValPay will retrieve the encrypted file directly from the secure destination.


5. ValPay Responsibilities

Step 7 — Retrieve and Upload File to Adyen

ValPay will:

  1. Download the encrypted CSV file

  2. Submit the file to Adyen for migration

  3. Wait for Adyen to process and convert tokens into Adyen’s format

Adyen will return a processed results file indicating:

  • Successfully migrated tokens

  • Any records requiring correction

  • Mapping information for new Adyen tokens

ValPay will forward this results file to the software partner.


6. Partner Testing & Validation

Step 8 — Partner Validates Migrated Tokens

Once the partner receives the output file from ValPay:

  • Import or map the new Adyen token identifiers into your system

  • Run validation tests (e.g., $0 authorizations or test charges where applicable)

  • Confirm tokens behave exactly as expected for recurring billing

If issues are found, partners should report them to:

ValPay will review and coordinate corrections if needed.


7. Migration Completion

The migration is considered complete once:

  • All new Adyen tokens are live in the partner’s system

  • Test transactions confirm successful mapping

  • The merchant has confirmed proper function of recurring billing flows


Summary of Responsibilities

Partner

  • Initiate migration with ValPay

  • Forward PGP key to merchant

  • Perform integration testing

Merchant

  • Request token file from previous provider

  • Supply PGP key and ValPay contact information

Previous Provider

  • Extract token file

  • Encrypt CSV via PGP

  • Upload encrypted file to secure FTP

ValPay

  • Retrieve encrypted file

  • Upload to Adyen

  • Return Adyen-processed output file

  • Support troubleshooting

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