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migrate bank account info to Zipmark #3522

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chadwhitacre opened this issue Jun 4, 2015 · 4 comments
Closed

migrate bank account info to Zipmark #3522

chadwhitacre opened this issue Jun 4, 2015 · 4 comments

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@chadwhitacre
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Looks like we're going to go with Zipmark for ACH: #3491. This ticket is for migrating bank account info.

To: Balanced
Cc: Zipmark

Well, it looks like Gratipay is going to be one of the last ones out the door. After trying to pull off our own ACH partnership with a bank, we're now turning to plan B (discovered last week): Zipmark. The Zipmark team is copied here. Can we please start the process of migrating Gratipay's users' bank account info to them? Let me know what you need from me. Thanks! :-)

@chadwhitacre chadwhitacre added this to the Balanced shutdown milestone Jun 4, 2015
This was referenced Jun 4, 2015
@chadwhitacre
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Private convo in Slack. Upshot:

other point on the migration file is we need you to supplement some data customer_name,customer_type,tax_id,street,street2,city,state,zip_code,contact_first_name,contact_last_name,contact_email
so, if you can provide that w/ the customer_id, ill merge the two data sets for import
customer_type can be either 'organization', or 'individual'

We can complete the migration without name and address, though we'll need to collect that info (either ourselves or with a Zipmark iframe) before we can process payments. However, we need to collect tax id numbers (cf. #3289 (comment)) before we can complete the migration, so we're blocking on #3289 here.

@chadwhitacre
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We can probably pull some name/address info out of Balanced.

@chadwhitacre
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tax ID and email are necessary

We do require emails for team owners, so we're covered there.

@rohitpaulk
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#3491 isn't happening, closing.

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