Preparing for a Token Transfer
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      3. Preparing for a Token Transfer

      Checklist: What You Need Before Starting

      1. Documentation & Agreements

        • Gather contracts, NDAs, or authorization forms required by the current and new providers.

      2. Data Validation

        • Ensure cardholder details are current to reduce the chance of import errors during the transfer.

      3. Identify Stakeholders

        • Involve IT, finance, and compliance teams early in the process.

      4. Project Timeline

        • Estimate the time needed to coordinate with both providers, and consider scheduling the transfer during low-transaction periods.

      If at any point this checklist feels daunting, remember Paystri’s support team is on hand to help you confirm requirements and manage internal deadlines.